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

VestGen 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	$721K	Sell	6,140 -5,757	-48%	-$639K	0.02%	549
2026 Q1	$1.33M	Buy	+11,897	New	+$1.22M	0.04%	390
2025 Q4	–	Sell	-5,757	Closed	-$552K	–	800
2025 Q3	$552K	Hold	5,757	–	–	0.02%	468
2025 Q2	$524K	Hold	5,757	–	–	0.02%	415
2025 Q1	$479K	Buy	+5,757	New	+$519K	0.02%	392

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

VestGen Advisors's IJK Position: Q2 2026 in Review

VestGen Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 48% in Q2 2026, selling an estimated $639K and leaving 6,140 shares worth $721K. The position accounts for 0.02% of the portfolio, ranked #549.

VestGen Advisors first reported a position in IJK in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.33M in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

VestGen Advisors held 6,140 shares of iShares S&P Mid-Cap 400 Growth ETF worth $721K as of Q2 2026.
VestGen Advisors sold 5,757 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $639K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #549 holding.
VestGen Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.33M in Q1 2026.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.