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Silver Oak Securities’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Silver Oak Securities’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$400K Buy
3,400
+1,319
+63% +$147K 0.02% 532
2026
Q1 		$209K Sell
2,081
-755
-27% -$77.6K 0.02% 723
2025
Q4 		$278K Buy
2,836
+626
+28% +$60.3K 0.02% 657
2025
Q3 		$212K Buy
+2,210
New +$208K 0.02% 690

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Silver Oak Securities's IJK Position: Q2 2026 in Review

Silver Oak Securities increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 63% in Q2 2026, buying an estimated $147K and bringing the position to 3,400 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #532.

Silver Oak Securities first reported a position in IJK in Q3 2025 and has held it in 4 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Silver Oak Securities held 3,400 shares of iShares S&P Mid-Cap 400 Growth ETF worth $400K as of Q2 2026.
  • Silver Oak Securities bought 1,319 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $147K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #532 holding.
  • Silver Oak Securities first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.