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

USA Financial Formulas’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	$3.52M	Sell	29,982 -1,012,007	-97%	-$112M	0.64%	16
2026 Q1	$105M	Buy	+1,041,989	New	+$107M	19.76%	3
2024 Q4	–	Sell	-843,148	Closed	-$77.5M	–	330
2024 Q3	$77.5M	Buy	843,148 +35,500	+4%	+$3.17M	12.05%	5
2024 Q2	$71.2M	Buy	+807,648	New	+$71.4M	11.54%	4
2024 Q1	–	Sell	-841,904	Closed	-$66.7M	–	362
2023 Q4	$66.7M	Buy	841,904 +841,891	+6,476,085%	+$61.8M	11.67%	1
2023 Q3	$939	Hold	13	–	–	﹤0.01%	401
2023 Q2	$975	Hold	13	–	–	﹤0.01%	372
2023 Q1	$930	Buy	+13	New	+$929	﹤0.01%	301
2021 Q1	–	Sell	-92	Closed	-$7K	–	380
2020 Q4	$7K	Buy	92 +4	+5%	+$267	0.01%	191
2020 Q3	$5K	Buy	+88	New	+$5.24K	﹤0.01%	172

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

USA Financial Formulas's IJK Position: Q2 2026 in Review

USA Financial Formulas reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 97% in Q2 2026, selling an estimated $112M and leaving 29,982 shares worth $3.52M. The position accounts for 0.64% of the portfolio, ranked #16.

USA Financial Formulas first reported a position in IJK in Q3 2020 and has held it in 10 quarters since. The position peaked at $105M in Q1 2026. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

USA Financial Formulas held 29,982 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.52M as of Q2 2026.
USA Financial Formulas sold 1,012,007 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $112M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.64% of USA Financial Formulas's portfolio in Q2 2026, its #16 holding.
USA Financial Formulas first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 10 quarters since.
USA Financial Formulas's iShares S&P Mid-Cap 400 Growth ETF position peaked at $105M in Q1 2026.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.