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

Summit Financial 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	$206K	Buy	+1,753	New	+$195K	0.01%	159
2023 Q4	–	Sell	-2,873	Closed	-$208K	–	146
2023 Q3	$208K	Sell	2,873 -214	-7%	-$16.1K	0.04%	120
2023 Q2	$232K	Buy	+3,087	New	+$220K	0.04%	110

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 22.9% 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 Strategies's IJK Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,753 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings. This is a return to the name: Summit Financial Strategies previously reported a position in IJK as recently as Q3 2023.

Summit Financial Strategies first reported a position in IJK in Q2 2023 and has held it in 3 quarters since. The position peaked at $232K in Q2 2023. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Summit Financial Strategies held 1,753 shares of iShares S&P Mid-Cap 400 Growth ETF worth $206K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Summit Financial Strategies position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #159 holding.
Summit Financial Strategies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 3 quarters since.
Summit Financial Strategies's iShares S&P Mid-Cap 400 Growth ETF position peaked at $232K in Q2 2023.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.