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

World Investment 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 		$5.49M Sell
54,596
-4,140
-7% -$460K 0.09% 239
2026
Q1 		$5.91M Buy
58,736
+8,920
+18% +$916K 0.1% 229
2025
Q4 		$4.83M Sell
49,816
-11,844
-19% -$1.14M 0.08% 271
2025
Q3 		$5.91M Sell
61,660
-424,257
-87% -$40M 0.12% 186
2025
Q2 		$44.2M Buy
485,917
+452,391
+1,349% +$38.7M 1% 13
2025
Q1 		$2.79M Sell
33,526
-380,631
-92% -$34.3M 0.07% 292
2024
Q4 		$37.7M Buy
414,157
+387,238
+1,439% +$36.5M 1.03% 14
2024
Q3 		$2.47M Sell
26,919
-10,975
-29% -$981K 0.08% 267
2024
Q2 		$20.7M Sell
37,894
-263,522
-87% -$23.3M 1.29% 12
2024
Q1 		$27.5M Sell
301,416
-95,278
-24% -$7.95M 3.94% 3
2023
Q4 		$31.4M Buy
396,694
+344,235
+656% +$25.3M 4.08% 3
2023
Q3 		$3.8M Sell
52,459
-301,021
-85% -$22.7M 0.75% 28
2023
Q2 		$26.5M Buy
353,480
+11,680
+3% +$834K 5.13% 3
2023
Q1 		$24.4M Buy
341,800
+310,230
+983% +$22.2M 5.09% 3
2022
Q4 		$2.16M Sell
31,570
-327,706
-91% -$22.5M 0.49% 42
2022
Q3 		$22.6M Buy
359,276
+10,223
+3% +$706K 5.38% 2
2022
Q2 		$25.1M Buy
349,053
+323,344
+1,258% +$22.7M 5.28% 4
2022
Q1 		$1.99M Sell
25,709
-299
-1% -$23.1K 0.41% 47
2021
Q4 		$2.03M Sell
26,008
-324,050
-93% -$27.2M 0.42% 48
2021
Q3 		$27.7M Buy
350,058
+9,202
+3% +$747K 6.27% 2
2021
Q2 		$27.6M Sell
340,856
-36,133
-10% -$2.9M 6.31% 2
2021
Q1 		$29.4M Buy
376,989
+352,061
+1,412% +$27.1M 7.08% 3
2020
Q4 		$1.99M Sell
24,928
-297,808
-92% -$19.9M 0.51% 40
2020
Q3 		$19.3M Buy
322,736
+6,164
+2% +$367K 6.61% 3
2020
Q2 		$19.6M Buy
316,572
+27,340
+9% +$1.42M 6.84% 3
2020
Q1 		$12.9M Buy
289,232
+31,604
+12% +$1.74M 5.99% 4
2019
Q4 		$15.3M Buy
257,628
+251,068
+3,827% +$14.4M 5.98% 4
2019
Q3 		$367K Sell
6,560
-377,508
-98% -$21.2M 0.16% 79
2019
Q2 		$21.1M Buy
384,068
+28,352
+8% +$1.57M 9.29% 2
2019
Q1 		$19.5M Buy
355,716
+348,044
+4,537% +$18.4M 8.87% 2
2018
Q4 		$405K Buy
+7,672
New +$402K 0.18% 79

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

World Investment Advisors's IJK Position: Q2 2026 in Review

World Investment Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7% in Q2 2026, selling an estimated $460K and leaving 54,596 shares worth $5.49M. The position accounts for 0.09% of the portfolio, ranked #239.

World Investment Advisors first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. The position peaked at $44.2M in Q2 2025. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • World Investment Advisors held 54,596 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.49M as of Q2 2026.
  • World Investment Advisors sold 4,140 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $460K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #239 holding.
  • World Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • World Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $44.2M in Q2 2025.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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