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

Soltis Investment 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	$5.53M	Buy	47,071 +1,825	+4%	+$203K	0.31%	85
2026 Q1	$4.55M	Buy	45,246 +1,959	+5%	+$201K	0.29%	88
2025 Q4	$4.19M	Buy	43,287 +1,794	+4%	+$173K	0.28%	87
2025 Q3	$3.98M	Buy	41,493 +2,208	+6%	+$208K	0.28%	86
2025 Q2	$3.57M	Buy	39,285 +2,866	+8%	+$245K	0.28%	85
2025 Q1	$3.03M	Buy	36,419 +3,378	+10%	+$304K	0.27%	94
2024 Q4	$3M	Sell	33,041 -4,342	-12%	-$409K	0.28%	99
2024 Q3	$3.44M	Buy	37,383 +4,421	+13%	+$395K	0.34%	88
2024 Q2	$2.9M	Buy	32,962 +323	+1%	+$28.6K	0.31%	91
2024 Q1	$2.98M	Buy	32,639 +1,606	+5%	+$134K	0.33%	96
2023 Q4	$2.46M	Buy	31,033 +1,317	+4%	+$96.6K	0.28%	98
2023 Q3	$2.15M	Buy	29,716 +1,622	+6%	+$122K	0.28%	98
2023 Q2	$2.11M	Buy	28,094 +249	+0.9%	+$17.8K	0.24%	103
2023 Q1	$1.99M	Sell	27,845 -963	-3%	-$68.8K	0.25%	108
2022 Q4	$1.97M	Buy	28,808 +823	+3%	+$56.6K	0.26%	102
2022 Q3	$1.76M	Buy	27,985 +263	+0.9%	+$18.2K	0.27%	92
2022 Q2	$1.77M	Sell	27,722 -8,367	-23%	-$588K	0.26%	97
2022 Q1	$2.79M	Buy	36,089 +1,408	+4%	+$109K	0.39%	63
2021 Q4	$2.96M	Buy	34,681 +660	+2%	+$55.3K	0.42%	49
2021 Q3	$2.69M	Buy	34,021 +284	+0.8%	+$23.1K	0.42%	49
2021 Q2	$2.73M	Buy	33,737 +11,731	+53%	+$942K	0.43%	43
2021 Q1	$1.73M	Buy	22,006 +10,562	+92%	+$814K	0.31%	65
2020 Q4	$826K	Buy	11,444 +1,288	+13%	+$85.9K	0.15%	108
2020 Q3	$607K	Buy	10,156 +4,552	+81%	+$271K	0.14%	117
2020 Q2	$314K	Sell	5,604 -1,224	-18%	-$63.6K	0.08%	150
2020 Q1	$305K	Buy	+6,828	New	+$376K	0.09%	118

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Soltis Investment Advisors's IJK Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4% in Q2 2026, buying an estimated $203K and bringing the position to 47,071 shares worth $5.53M. The position accounts for 0.31% of the portfolio, ranked #85.

Soltis Investment Advisors first reported a position in IJK in Q1 2020 and has held it in 26 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Soltis Investment Advisors held 47,071 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.53M as of Q2 2026.
Soltis Investment Advisors bought 1,825 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $203K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.31% of Soltis Investment Advisors's portfolio in Q2 2026, its #85 holding.
Soltis Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 26 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.