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

Waverly 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	$17M	Sell	144,718 -963	-0.7%	-$107K	0.1%	200
2026 Q1	$14.7M	Sell	145,681 -1,674	-1%	-$172K	0.11%	186
2025 Q4	$14.3M	Buy	147,355 +5,197	+4%	+$500K	0.12%	167
2025 Q3	$13.6M	Sell	142,158 -1,296	-0.9%	-$122K	0.14%	148
2025 Q2	$13.1M	Sell	143,454 -1,309	-0.9%	-$112K	0.14%	147
2025 Q1	$12.1M	Buy	144,763 +2,608	+2%	+$235K	0.15%	150
2024 Q4	$12.9M	Buy	142,155 +44,841	+46%	+$4.22M	0.2%	106
2024 Q3	$8.95M	Buy	97,314 +6,317	+7%	+$565K	0.17%	136
2024 Q2	$8.02M	Buy	90,997 +74,135	+440%	+$6.55M	0.16%	137
2024 Q1	$1.54M	Buy	+16,862	New	+$1.41M	0.04%	302
2015 Q4	–	Sell	-728	Closed	-$29K	–	255
2015 Q3	$29K	Buy	+728	New	+$30.4K	0.02%	206
2014 Q2	–	Sell	-92	Closed	-$4K	–	737
2014 Q1	$4K	Sell	92 -24	-21%	-$903	﹤0.01%	592
2013 Q4	$4K	Hold	116	–	–	﹤0.01%	704
2013 Q3	$4K	Buy	+116	New	+$3.94K	﹤0.01%	507

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

Waverly Advisors's IJK Position: Q2 2026 in Review

Waverly Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.66% in Q2 2026, selling an estimated $107K and leaving 144,718 shares worth $17M. The position accounts for 0.1% of the portfolio, ranked #200.

Waverly Advisors first reported a position in IJK in Q3 2013 and has held it in 14 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Waverly Advisors held 144,718 shares of iShares S&P Mid-Cap 400 Growth ETF worth $17M as of Q2 2026.
Waverly Advisors sold 963 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $107K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Waverly Advisors's portfolio in Q2 2026, its #200 holding.
Waverly Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 14 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.