Three Bearings Fiduciary Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Three Bearings Fiduciary Advisors’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	$126K	Hold	1,074	–	–	0.11%	57
2026 Q1	$108K	Hold	1,074	–	–	0.1%	58
2025 Q4	$108K	Buy	+1,074	New	+$103K	0.1%	60

Other funds holding IJK

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Three Bearings Fiduciary Advisors's IJK Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,074 shares worth $126K. The position accounts for 0.11% of the portfolio, ranked #57.

Three Bearings Fiduciary Advisors first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 666 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Three Bearings Fiduciary Advisors held 1,074 shares of iShares S&P Mid-Cap 400 Growth ETF worth $126K as of Q2 2026.
Three Bearings Fiduciary Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.11% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #57 holding.
Three Bearings Fiduciary Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
666 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.