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

Vance Wealth’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 		$2.74M Sell
23,339
-8
-0% -$889 0.62% 38
2026
Q1 		$2.35M Sell
23,347
-2,401
-9% -$247K 0.68% 34
2025
Q4 		$2.49M Buy
25,748
+799
+3% +$76.9K 0.74% 32
2025
Q3 		$2.39M Sell
24,949
-791
-3% -$74.5K 0.74% 36
2025
Q2 		$2.34M Sell
25,740
-1,152
-4% -$98.6K 0.79% 30
2025
Q1 		$2.24M Sell
26,892
-543
-2% -$48.9K 0.84% 30
2024
Q4 		$2.49M Sell
27,435
-448
-2% -$42.2K 0.96% 24
2024
Q3 		$2.56M Sell
27,883
-991
-3% -$88.6K 0.97% 26
2024
Q2 		$2.54M Buy
28,874
+491
+2% +$43.4K 1.04% 23
2024
Q1 		$2.59M Sell
28,383
-1,310
-4% -$109K 1.03% 24
2023
Q4 		$2.35M Sell
29,693
-666
-2% -$48.9K 1.02% 26
2023
Q3 		$2.19M Buy
30,359
+663
+2% +$50K 1.03% 27
2023
Q2 		$2.23M Sell
29,696
-3,876
-12% -$277K 1.01% 28
2023
Q1 		$2.4M Buy
33,572
+231
+0.7% +$16.5K 1.29% 23
2022
Q4 		$2.28M Buy
33,341
+21,661
+185% +$1.49M 1.42% 20
2022
Q3 		$736K Sell
11,680
-193
-2% -$13.3K 0.57% 27
2022
Q2 		$757K Buy
+11,873
New +$834K 0.59% 28

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Vance Wealth's IJK Position: Q2 2026 in Review

Vance Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.03% in Q2 2026, selling an estimated $889 and leaving 23,339 shares worth $2.74M. The position accounts for 0.62% of the portfolio, ranked #38.

Vance Wealth first reported a position in IJK in Q2 2022 and has held it in 17 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Vance Wealth held 23,339 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.74M as of Q2 2026.
  • Vance Wealth sold 8 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $889.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.62% of Vance Wealth's portfolio in Q2 2026, its #38 holding.
  • Vance Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.