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

Summit Financial Consulting’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	$3.19M	Buy	+27,175	New	+$3.02M	2.17%	14

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

Summit Financial Consulting's IJK Position: Q2 2026 in Review

Summit Financial Consulting opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 27,175 shares worth $3.19M. The stake represents 2.17% of the portfolio and ranks #14 among its holdings.

990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Summit Financial Consulting held 27,175 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.19M as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Summit Financial Consulting position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 2.17% of Summit Financial Consulting's portfolio in Q2 2026, its #14 holding.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Summit Financial Consulting's 13F filing for Q2 2026, filed 7 Aug 2026.