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Sound Income Strategies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sound Income Strategies’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 		– Sell
-520
Closed -$52.9K – 1385
2026
Q1 		$52.9K Sell
520
-416
-44% -$42.7K ﹤0.01% 795
2025
Q4 		$96.8K Buy
936
+540
+136% +$52K ﹤0.01% 589
2025
Q3 		$37.9K Hold
396
– – ﹤0.01% 633
2025
Q2 		$36.1K Sell
396
-25
-6% -$2.14K ﹤0.01% 602
2025
Q1 		$35K Sell
421
-6
-1% -$540 ﹤0.01% 591
2024
Q4 		$38.8K Sell
427
-31,438
-99% -$2.96M ﹤0.01% 528
2024
Q3 		$2.93M Buy
31,865
+25,196
+378% +$2.25M 0.19% 102
2024
Q2 		$588K Sell
6,669
-127
-2% -$11.2K 0.04% 151
2024
Q1 		$620K Buy
6,796
+6,209
+1,058% +$518K 0.05% 144
2023
Q4 		$46.5K Buy
587
+195
+50% +$14.3K ﹤0.01% 421
2023
Q3 		$28.3K Sell
392
-127
-24% -$9.58K ﹤0.01% 383
2023
Q2 		$38.9K Buy
519
+87
+20% +$6.21K ﹤0.01% 332
2023
Q1 		$30.9K Buy
432
+120
+38% +$8.57K ﹤0.01% 352
2022
Q4 		$21.3K Hold
312
– – ﹤0.01% 382
2022
Q3 		$20K Hold
312
– – ﹤0.01% 360
2022
Q2 		$20K Hold
312
– – ﹤0.01% 348
2022
Q1 		$24K Hold
312
– – ﹤0.01% 327
2021
Q4 		$27K Hold
312
– – ﹤0.01% 322
2021
Q3 		$25K Hold
312
– – ﹤0.01% 312
2021
Q2 		$25K Hold
312
– – ﹤0.01% 309
2021
Q1 		$24.5K Hold
312
– – ﹤0.01% 327
2020
Q4 		$23K Sell
312
-472
-60% -$31.5K 0.01% 296
2020
Q3 		$47K Sell
784
-84
-10% -$5K 0.01% 185
2020
Q2 		$49K Hold
868
– – 0.01% 156
2020
Q1 		$39K Hold
868
– – 0.01% 154
2019
Q4 		$52K Hold
868
– – 0.01% 124
2019
Q3 		$49K Buy
868
+84
+11% +$4.72K 0.01% 119
2019
Q2 		$44K Hold
784
– – 0.02% 138
2019
Q1 		$43K Hold
784
– – 0.02% 140
2018
Q4 		$37K Hold
784
– – 0.02% 157
2018
Q3 		$46K Buy
+784
New +$45.5K 0.02% 140

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

Sound Income Strategies's IJK Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 520 shares — an estimated $52.9K sold.

Sound Income Strategies first reported a position in IJK in Q3 2018 and held it in 31 quarters. The position peaked at $2.93M in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 520 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $52.9K.
  • Sound Income Strategies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and held it in 31 quarters.
  • Sound Income Strategies's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.93M in Q3 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.