Sowell Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sowell Financial Services’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	$277K	Buy	+2,355	New	+$262K	0.01%	909
2026 Q1	–	Sell	-5,236	Closed	-$507K	–	1151
2025 Q4	$507K	Buy	5,236 +344	+7%	+$33.1K	0.02%	644
2025 Q3	$469K	Buy	4,892 +6	+0.1%	+$565	0.02%	647
2025 Q2	$445K	Buy	4,886 +5	+0.1%	+$428	0.02%	645
2025 Q1	$406K	Buy	+4,881	New	+$440K	0.02%	649
2021 Q2	–	Sell	-5,850	Closed	-$471K	–	1561
2021 Q1	$471K	Sell	5,850 -303	-5%	-$23.3K	0.02%	664
2020 Q4	$444K	Buy	6,153 +245	+4%	+$16.3K	0.02%	555
2020 Q3	$353K	Sell	5,908 -44	-0.7%	-$2.62K	0.02%	561
2020 Q2	$333K	Sell	5,952 -64	-1%	-$3.32K	0.02%	561
2020 Q1	$268K	Sell	6,016 -364	-6%	-$20K	0.02%	578
2019 Q4	$380K	Sell	6,380 -1,900	-23%	-$109K	0.03%	527
2019 Q3	$463K	Buy	+8,280	New	+$466K	0.04%	437
2019 Q1	$448K	Buy	8,172 +628	+8%	+$33.1K	0.05%	361
2018 Q4	$361K	Buy	+7,544	New	+$395K	0.05%	340

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

Sowell Financial Services's IJK Position: Q2 2026 in Review

Sowell Financial Services opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 2,355 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #909 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in IJK as recently as Q4 2025.

Sowell Financial Services first reported a position in IJK in Q4 2018 and has held it in 14 quarters since. The position peaked at $507K in Q4 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Sowell Financial Services held 2,355 shares of iShares S&P Mid-Cap 400 Growth ETF worth $277K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Sowell Financial Services position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #909 holding.
Sowell Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 14 quarters since.
Sowell Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $507K in Q4 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.