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

Summit Investment Advisory 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 Q1	–	Sell	-2,086	Closed	-$202K	–	85
2025 Q4	$202K	Sell	2,086 -27	-1%	-$2.6K	0.08%	81
2025 Q3	$203K	Buy	+2,113	New	+$199K	0.08%	74
2025 Q1	–	Sell	-2,246	Closed	-$204K	–	70
2024 Q4	$204K	Buy	2,246 +3	+0.1%	+$283	0.11%	68
2024 Q3	$206K	Buy	+2,243	New	+$201K	0.11%	66
2024 Q2	–	Sell	-2,282	Closed	-$208K	–	64
2024 Q1	$208K	Buy	+2,282	New	+$190K	0.12%	62
2023 Q3	–	Sell	-3,402	Closed	-$255K	–	56
2023 Q2	$255K	Buy	3,402 +3	+0.1%	+$214	0.17%	45
2023 Q1	$243K	Buy	3,399 +3	+0.1%	+$214	0.17%	44
2022 Q4	$232K	Buy	+3,396	New	+$233K	0.28%	43

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Investment Advisory Services's IJK Position: Q1 2026 in Review

Summit Investment Advisory Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 2,086 shares — an estimated $202K sold.

Summit Investment Advisory Services first reported a position in IJK in Q4 2022 and held it in 8 quarters. The position peaked at $255K in Q2 2023. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Summit Investment Advisory Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
Summit Investment Advisory Services sold 2,086 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $202K.
Summit Investment Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and held it in 8 quarters.
Summit Investment Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $255K in Q2 2023.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.