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

Valeo Financial 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	$892K	Buy	7,594 +3,146	+71%	+$349K	0.02%	324
2026 Q1	$448K	Hold	4,448	–	–	0.01%	438
2025 Q4	$431K	Sell	4,448 -1,011	-19%	-$97.4K	0.01%	500
2025 Q3	$523K	Buy	5,459 +610	+13%	+$57.5K	0.01%	451
2025 Q2	$441K	Buy	4,849 +335	+7%	+$28.7K	0.01%	486
2025 Q1	$376K	Hold	4,514	–	–	0.01%	478
2024 Q4	$410K	Buy	4,514 +939	+26%	+$88.4K	0.01%	457
2024 Q3	$329K	Hold	3,575	–	–	0.01%	514
2024 Q2	$315K	Sell	3,575 -90	-2%	-$7.96K	0.01%	508
2024 Q1	$319K	Buy	3,665 +58	+2%	+$4.84K	0.01%	484
2023 Q4	$286K	Hold	3,607	–	–	0.01%	506
2023 Q3	$261K	Buy	+3,607	New	+$272K	0.01%	501
2021 Q2	–	Sell	-908	Closed	-$71K	–	1129
2021 Q1	$71K	Hold	908	–	–	﹤0.01%	734
2020 Q4	$66K	Hold	908	–	–	﹤0.01%	688
2020 Q3	$54K	Sell	908 -396	-30%	-$23.6K	﹤0.01%	640
2020 Q2	$73K	Hold	1,304	–	–	0.01%	602
2020 Q1	$63K	Hold	1,304	–	–	0.01%	531
2019 Q4	$78K	Hold	1,304	–	–	0.01%	514
2019 Q3	$73K	Sell	1,304 -52	-4%	-$2.92K	0.01%	502
2019 Q2	$77K	Hold	1,356	–	–	0.01%	485
2019 Q1	$74K	Buy	1,356 +136	+11%	+$7.18K	0.01%	473
2018 Q4	$58K	Buy	1,220 +748	+158%	+$39.2K	0.01%	495
2018 Q3	$25K	Buy	472 +224	+90%	+$13K	﹤0.01%	705
2018 Q2	$14K	Sell	248 -712	-74%	-$39.8K	﹤0.01%	864
2018 Q1	$52K	Sell	960 -44	-4%	-$2.43K	0.01%	480
2017 Q4	$54K	Hold	1,004	–	–	0.01%	456
2017 Q3	$51K	Buy	+1,004	New	+$49.5K	0.01%	404

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

Valeo Financial Advisors's IJK Position: Q2 2026 in Review

Valeo Financial Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 71% in Q2 2026, buying an estimated $349K and bringing the position to 7,594 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #324.

Valeo Financial Advisors first reported a position in IJK in Q3 2017 and has held it in 27 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Valeo Financial Advisors held 7,594 shares of iShares S&P Mid-Cap 400 Growth ETF worth $892K as of Q2 2026.
Valeo Financial Advisors bought 3,146 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $349K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #324 holding.
Valeo Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 27 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.