Windsor Advisory Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Windsor Advisory Group’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	$126K	Hold	1,076	–	–	0.09%	78
2026 Q1	$108K	Hold	1,076	–	–	0.09%	63
2025 Q4	$104K	Hold	1,076	–	–	0.09%	65
2025 Q3	$103K	Hold	1,076	–	–	0.09%	67
2025 Q2	$97.9K	Hold	1,076	–	–	0.14%	41
2025 Q1	$89.6K	Hold	1,076	–	–	0.12%	42
2024 Q4	$97.8K	Hold	1,076	–	–	0.11%	55
2024 Q3	$98.9K	Hold	1,076	–	–	0.11%	65
2024 Q2	$94.8K	Hold	1,076	–	–	0.19%	39
2024 Q1	$98.2K	Hold	1,076	–	–	0.28%	39
2023 Q4	$85.2K	Hold	1,076	–	–	0.25%	41
2023 Q3	$77.7K	Hold	1,076	–	–	0.18%	47
2023 Q2	$80.7K	Hold	1,076	–	–	0.2%	44
2023 Q1	$76.9K	Hold	1,076	–	–	0.18%	50
2022 Q4	$73.5K	Buy	+1,076	New	+$74K	0.19%	54

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

Windsor Advisory Group's IJK Position: Q2 2026 in Review

Windsor Advisory Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,076 shares worth $126K. The position accounts for 0.09% of the portfolio, ranked #78.

Windsor Advisory Group first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Windsor Advisory Group held 1,076 shares of iShares S&P Mid-Cap 400 Growth ETF worth $126K as of Q2 2026.
Windsor Advisory Group 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 0.09% of Windsor Advisory Group's portfolio in Q2 2026, its #78 holding.
Windsor Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.