Valley National Advisers’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Valley National Advisers’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	$216K	Hold	1,842	–	–	0.02%	246
2026 Q1	$185K	Hold	1,842	–	–	0.02%	256
2025 Q4	$178K	Buy	+1,842	New	+$177K	0.02%	250
2025 Q3	–	Sell	-1,842	Closed	-$167K	–	864
2025 Q2	$167K	Hold	1,842	–	–	0.03%	251
2025 Q1	$153K	Hold	1,842	–	–	0.03%	250
2024 Q4	$167K	Hold	1,842	–	–	0.03%	237
2024 Q3	$169K	Sell	1,842 -28	-1%	-$2.5K	0.03%	241
2024 Q2	$164K	Hold	1,870	–	–	0.02%	248
2024 Q1	$170K	Hold	1,870	–	–	0.03%	253
2023 Q4	$148K	Buy	1,870 +2	+0.1%	+$147	0.02%	262
2023 Q3	$135K	Hold	1,868	–	–	0.02%	270
2023 Q2	$141K	Hold	1,868	–	–	0.02%	276
2023 Q1	$134K	Hold	1,868	–	–	0.02%	271
2022 Q4	$131K	Hold	1,868	–	–	0.02%	274
2022 Q3	$125K	Hold	1,868	–	–	0.03%	278
2022 Q2	$123K	Hold	1,868	–	–	0.03%	263
2022 Q1	$144K	Hold	1,868	–	–	0.03%	256
2021 Q4	$159K	Hold	1,868	–	–	0.03%	243
2021 Q3	$148K	Hold	1,868	–	–	0.03%	241
2021 Q2	$151K	Hold	1,868	–	–	0.03%	240
2021 Q1	$146K	Hold	1,868	–	–	0.03%	237
2020 Q4	$135K	Hold	1,868	–	–	0.03%	230
2020 Q3	$112K	Hold	1,868	–	–	0.03%	219
2020 Q2	$105K	Hold	1,868	–	–	0.02%	218
2020 Q1	$83K	Hold	1,868	–	–	0.02%	225
2019 Q4	$111K	Buy	1,868 +28	+2%	+$1.6K	0.03%	233
2019 Q3	$103K	Hold	1,840	–	–	0.03%	240
2019 Q2	$104K	Hold	1,840	–	–	0.03%	229
2019 Q1	$101K	Hold	1,840	–	–	0.03%	231
2018 Q4	$88K	Hold	1,840	–	–	0.03%	216
2018 Q3	$107K	Sell	1,840 -40	-2%	-$2.32K	0.04%	211
2018 Q2	$106K	Hold	1,880	–	–	0.04%	211
2018 Q1	$103K	Buy	1,880 +40	+2%	+$2.21K	0.04%	201
2017 Q4	$99K	Hold	1,840	–	–	0.03%	204
2017 Q3	$93K	Hold	1,840	–	–	0.03%	208
2017 Q2	$90K	Hold	1,840	–	–	0.03%	204
2017 Q1	$88K	Hold	1,840	–	–	0.03%	202
2016 Q4	$84K	Hold	1,840	–	–	0.04%	206
2016 Q3	$80K	Hold	1,840	–	–	0.04%	191
2016 Q2	$78K	Hold	1,840	–	–	0.04%	200
2016 Q1	$75K	Hold	1,840	–	–	0.04%	201
2015 Q4	$74K	Hold	1,840	–	–	0.04%	198
2015 Q3	$72K	Hold	1,840	–	–	0.04%	206
2015 Q2	$78K	Hold	1,840	–	–	0.04%	210
2015 Q1	$79K	Hold	1,840	–	–	0.05%	192
2014 Q4	$69K	Buy	+1,840	New	+$71.4K	0.05%	144

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

Valley National Advisers's IJK Position: Q2 2026 in Review

Valley National Advisers held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,842 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #246.

Valley National Advisers first reported a position in IJK in Q4 2014 and has held it in 46 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Valley National Advisers held 1,842 shares of iShares S&P Mid-Cap 400 Growth ETF worth $216K as of Q2 2026.
Valley National Advisers 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 0.02% of Valley National Advisers's portfolio in Q2 2026, its #246 holding.
Valley National Advisers first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 46 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.