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

Summit Financial’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	$1.63M	Sell	13,895 -40	-0.3%	-$4.44K	0.02%	685
2026 Q1	$1.4M	Buy	13,935 +2,203	+19%	+$226K	0.02%	673
2025 Q4	$1.14M	Buy	11,732 +9	+0.1%	+$867	0.02%	620
2025 Q3	$1.12M	Buy	11,723 +1	+0%	+$94	0.02%	617
2025 Q2	$1.07M	Sell	11,722 -201	-2%	-$17.2K	0.02%	406
2025 Q1	$993K	Buy	11,923 +560	+5%	+$50.4K	0.03%	375
2024 Q4	$1.03M	Hold	11,363	–	–	0.04%	310
2024 Q3	$1.04M	Hold	11,363	–	–	0.04%	249
2024 Q2	$1M	Buy	+11,363	New	+$1M	0.05%	227

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's IJK Position: Q2 2026 in Review

Summit Financial reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.29% in Q2 2026, selling an estimated $4.44K and leaving 13,895 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #685.

Summit Financial first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Summit Financial held 13,895 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.63M as of Q2 2026.
Summit Financial sold 40 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.44K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #685 holding.
Summit Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.