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

Valmark 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	$311K	Sell	2,650 -40	-1%	-$4.44K	﹤0.01%	611
2026 Q1	$271K	Buy	+2,690	New	+$276K	﹤0.01%	601
2024 Q3	–	Sell	-2,552	Closed	-$225K	–	588
2024 Q2	$225K	Buy	2,552 +1	+0%	+$88	﹤0.01%	528
2024 Q1	$233K	Hold	2,551	–	–	﹤0.01%	495
2023 Q4	$202K	Buy	+2,551	New	+$187K	﹤0.01%	490
2018 Q4	–	Sell	-3,456	Closed	-$201K	–	207
2018 Q3	$201K	Buy	+3,456	New	+$201K	﹤0.01%	199

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

Valmark Advisers's IJK Position: Q2 2026 in Review

Valmark Advisers reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.5% in Q2 2026, selling an estimated $4.44K and leaving 2,650 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Valmark Advisers first reported a position in IJK in Q3 2018 and has held it in 6 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Valmark Advisers held 2,650 shares of iShares S&P Mid-Cap 400 Growth ETF worth $311K as of Q2 2026.
Valmark Advisers sold 40 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4.44K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #611 holding.
Valmark Advisers first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 6 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.