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

Stratos 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	$2.24M	Buy	+19,030	New	+$2.11M	0.12%	165
2025 Q4	–	Sell	-3,634	Closed	-$348K	–	676
2025 Q3	$348K	Buy	3,634 +2	+0.1%	+$188	0.02%	521
2025 Q2	$331K	Buy	3,632 +1	+0%	+$86	0.02%	526
2025 Q1	$302K	Buy	3,631 +1	+0%	+$90	0.02%	550
2024 Q4	$330K	Sell	3,630 -12,263	-77%	-$1.15M	0.02%	564
2024 Q3	$1.46M	Buy	15,893 +12,267	+338%	+$1.1M	0.07%	293
2024 Q2	$320K	Sell	3,626 -517	-12%	-$45.7K	0.02%	562
2024 Q1	$378K	Buy	4,143 +2	+0%	+$167	0.02%	516
2023 Q4	$328K	Buy	+4,141	New	+$304K	0.02%	535
2021 Q3	–	Sell	-4,748	Closed	-$384K	–	533
2021 Q2	$384K	Hold	4,748	–	–	0.03%	398
2021 Q1	$372K	Buy	+4,748	New	+$366K	0.04%	358

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

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

Stratos Wealth Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 19,030 shares worth $2.24M. The stake represents 0.12% of the portfolio and ranks #165 among its holdings. This is a return to the name: Stratos Wealth Advisors previously reported a position in IJK as recently as Q3 2025.

Stratos Wealth Advisors first reported a position in IJK in Q1 2021 and has held it in 11 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Stratos Wealth Advisors held 19,030 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.24M as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Stratos Wealth Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.12% of Stratos Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Stratos Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and has held it in 11 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.