TS Financial Group (TSFG)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

TS Financial Group (TSFG)’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	$27K	Hold	232	–	–	﹤0.01%	465
2026 Q1	$23K	Hold	232	–	–	﹤0.01%	453
2025 Q4	$22K	Hold	232	–	–	﹤0.01%	456
2025 Q3	$22K	Hold	232	–	–	﹤0.01%	465
2025 Q2	$21K	Hold	232	–	–	﹤0.01%	449
2025 Q1	$19K	Hold	232	–	–	﹤0.01%	448
2024 Q4	$21K	Hold	232	–	–	﹤0.01%	387
2024 Q3	$21K	Hold	232	–	–	﹤0.01%	395
2024 Q2	$20K	Hold	232	–	–	﹤0.01%	376
2024 Q1	$21K	Sell	232 -372	-62%	-$31K	0.01%	367
2023 Q4	$48K	Buy	604 +172	+40%	+$12.6K	0.02%	291
2023 Q3	$31K	Sell	432 -41	-9%	-$3.09K	0.01%	362
2023 Q2	$35K	Hold	473	–	–	0.01%	333
2023 Q1	$34K	Buy	473 +41	+9%	+$2.93K	0.01%	327
2022 Q4	$30K	Hold	432	–	–	0.01%	352
2022 Q3	$27K	Hold	432	–	–	0.01%	357
2022 Q2	$28K	Hold	432	–	–	0.01%	358
2022 Q1	$33K	Hold	432	–	–	0.01%	346
2021 Q4	$37K	Buy	432 +200	+86%	+$16.8K	0.01%	343
2021 Q3	$18K	Hold	232	–	–	0.01%	447
2021 Q2	$19K	Hold	232	–	–	0.01%	443
2021 Q1	$18K	Hold	232	–	–	0.01%	387
2020 Q4	$17K	Sell	232 -16	-6%	-$1.07K	0.01%	396
2020 Q3	$15K	Hold	248	–	–	0.01%	371
2020 Q2	$14K	Hold	248	–	–	0.01%	378
2020 Q1	$11K	Hold	248	–	–	0.01%	365
2019 Q4	$15K	Sell	248 -4	-2%	-$229	0.01%	369
2019 Q3	$14K	Sell	252 -8	-3%	-$450	0.01%	360
2019 Q2	$15K	Hold	260	–	–	0.01%	342
2019 Q1	$14K	Buy	+260	New	+$13.7K	0.01%	341

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

TS Financial Group (TSFG)'s IJK Position: Q2 2026 in Review

TS Financial Group (TSFG) held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 232 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

TS Financial Group (TSFG) first reported a position in IJK in Q1 2019 and has held it in 30 quarters since. The position peaked at $48K in Q4 2023. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

TS Financial Group (TSFG) held 232 shares of iShares S&P Mid-Cap 400 Growth ETF worth $27K as of Q2 2026.
TS Financial Group (TSFG) 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 ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #465 holding.
TS Financial Group (TSFG) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2019 and has held it in 30 quarters since.
TS Financial Group (TSFG)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $48K in Q4 2023.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.