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 Q3	$289K	Sell	2,726 -674	-20%	-$76.4K	0.02%	663
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Silver Oak Securities's IJK Position: Q3 2026 in Review

Silver Oak Securities reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 20% in Q3 2026, selling an estimated $76.4K and leaving 2,726 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #663.

Silver Oak Securities first reported a position in IJK in Q3 2025 and has held it in 5 quarters since. The position peaked at $400K in Q2 2026. 680 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Silver Oak Securities held 2,726 shares of iShares S&P Mid-Cap 400 Growth ETF worth $289K as of Q3 2026.
Silver Oak Securities sold 674 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $76.4K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Silver Oak Securities's portfolio in Q3 2026, its #663 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 5 quarters since.
Silver Oak Securities's iShares S&P Mid-Cap 400 Growth ETF position peaked at $400K in Q2 2026.
680 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.