Summit Wealth Group (Colorado)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Summit Wealth Group (Colorado)’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	$3.44M	Sell	29,297 -68	-0.2%	-$7.55K	0.28%	47
2026 Q1	$2.95M	Buy	29,365 +1,747	+6%	+$179K	0.31%	43
2025 Q4	$2.68M	Buy	+27,618	New	+$2.66M	0.35%	40
2025 Q3	–	Sell	-27,734	Closed	-$2.52M	–	557
2025 Q2	$2.52M	Buy	+27,734	New	+$2.37M	0.63%	43

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 Wealth Group (Colorado)'s IJK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.23% in Q2 2026, selling an estimated $7.55K and leaving 29,297 shares worth $3.44M. The position accounts for 0.28% of the portfolio, ranked #47.

Summit Wealth Group (Colorado) first reported a position in IJK in Q2 2025 and has held it in 4 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Summit Wealth Group (Colorado) held 29,297 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.44M as of Q2 2026.
Summit Wealth Group (Colorado) sold 68 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $7.55K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.28% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #47 holding.
Summit Wealth Group (Colorado) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 4 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 Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.