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SOA Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

SOA Wealth Advisors’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 		$7.48M Sell
63,642
-15,218
-19% -$1.69M 1.26% 17
2026
Q1 		$7.93M Sell
78,860
-1,528
-2% -$157K 1.5% 17
2025
Q4 		$7.79M Sell
80,388
-4,198
-5% -$404K 1.32% 18
2025
Q3 		$8.11M Sell
84,586
-13,693
-14% -$1.29M 1.39% 18
2025
Q2 		$8.94M Sell
98,279
-23,981
-20% -$2.05M 1.68% 15
2025
Q1 		$10.2M Buy
122,260
+2,762
+2% +$249K 2.13% 11
2024
Q4 		$10.9M Buy
119,498
+1,478
+1% +$139K 2% 9
2024
Q3 		$10.8M Sell
118,020
-1,605
-1% -$144K 2.07% 9
2024
Q2 		$10.5M Buy
119,625
+587
+0.5% +$51.9K 2.12% 8
2024
Q1 		$10.9M Sell
119,038
-2,513
-2% -$210K 2.25% 8
2023
Q4 		$9.63M Sell
121,551
-8,801
-7% -$646K 2.14% 8
2023
Q3 		$9.42M Sell
130,352
-4,979
-4% -$375K 2.34% 7
2023
Q2 		$10.1M Buy
135,331
+23,978
+22% +$1.71M 2.38% 7
2023
Q1 		$7.96M Buy
111,353
+2,816
+3% +$201K 1.96% 11
2022
Q4 		$7.41M Buy
108,537
+12,682
+13% +$872K 1.99% 10
2022
Q3 		$6.04M Buy
95,855
+12,813
+15% +$885K 1.82% 13
2022
Q2 		$5.29M Buy
83,042
+12,033
+17% +$845K 1.56% 14
2022
Q1 		$5.49M Buy
71,009
+494
+0.7% +$38.2K 1.34% 17
2021
Q4 		$6.01M Buy
70,515
+11,795
+20% +$989K 1.45% 17
2021
Q3 		$4.65M Buy
58,720
+17,361
+42% +$1.41M 1.19% 21
2021
Q2 		$3.35M Sell
41,359
-4,758
-10% -$382K 0.86% 35
2021
Q1 		$3.61M Sell
46,117
-422
-0.9% -$32.5K 1.01% 29
2020
Q4 		$3.67M Buy
+46,539
New +$3.1M 1% 28

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

SOA Wealth Advisors's IJK Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 19% in Q2 2026, selling an estimated $1.69M and leaving 63,642 shares worth $7.48M. The position accounts for 1.26% of the portfolio, ranked #17.

SOA Wealth Advisors first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.9M in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • SOA Wealth Advisors held 63,642 shares of iShares S&P Mid-Cap 400 Growth ETF worth $7.48M as of Q2 2026.
  • SOA Wealth Advisors sold 15,218 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.69M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.26% of SOA Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • SOA Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $10.9M in Q4 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.