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

Abound Wealth Management’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	$39.8K	Hold	339	–	–	0.01%	267
2026 Q1	$34.1K	Sell	339 -54	-14%	-$5.55K	0.01%	307
2025 Q4	$38.1K	Hold	393	–	–	0.01%	266
2025 Q3	$37.7K	Buy	393 +54	+16%	+$5.09K	0.01%	252
2025 Q2	$30.8K	Hold	339	–	–	0.01%	272
2025 Q1	$28.2K	Buy	339 +245	+261%	+$22.1K	0.01%	253
2024 Q4	$8.55K	Hold	94	–	–	﹤0.01%	417
2024 Q3	$8.64K	Hold	94	–	–	﹤0.01%	441
2024 Q2	$8.28K	Hold	94	–	–	﹤0.01%	400
2024 Q1	$8.58K	Hold	94	–	–	﹤0.01%	404
2023 Q4	$7.45K	Hold	94	–	–	﹤0.01%	423
2023 Q3	$6.79K	Buy	+94	New	+$7.09K	﹤0.01%	399

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

Abound Wealth Management's IJK Position: Q2 2026 in Review

Abound Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 339 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #267.

Abound Wealth Management first reported a position in IJK in Q3 2023 and has held it in 12 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Abound Wealth Management held 339 shares of iShares S&P Mid-Cap 400 Growth ETF worth $39.8K as of Q2 2026.
Abound Wealth Management 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 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #267 holding.
Abound Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 12 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.