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

AE 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	$718K	Sell	6,113 -632	-9%	-$70.2K	﹤0.01%	1053
2026 Q1	$679K	Buy	6,745 +1,685	+33%	+$173K	﹤0.01%	972
2025 Q4	$490K	Buy	5,060 +826	+20%	+$79.5K	﹤0.01%	1063
2025 Q3	$406K	Buy	4,234 +433	+11%	+$40.8K	﹤0.01%	1050
2025 Q2	$346K	Sell	3,801 -376	-9%	-$32.2K	﹤0.01%	1055
2025 Q1	$348K	Sell	4,177 -1,193	-22%	-$107K	﹤0.01%	1031
2024 Q4	$488K	Sell	5,370 -74,870	-93%	-$7.05M	﹤0.01%	919
2024 Q3	$7.38M	Buy	80,240 +4,850	+6%	+$434K	0.07%	272
2024 Q2	$6.64M	Buy	75,390 +17,339	+30%	+$1.53M	0.07%	277
2024 Q1	$5.3M	Sell	58,051 -36,630	-39%	-$3.06M	0.06%	288
2023 Q4	$7.52M	Buy	94,681 +25,967	+38%	+$1.91M	0.04%	473
2023 Q3	$4.96M	Buy	68,714 +14,498	+27%	+$1.09M	0.03%	543
2023 Q2	$4.07M	Sell	54,216 -3,682	-6%	-$263K	0.02%	604
2023 Q1	$4.14M	Sell	57,898 -11,370	-16%	-$812K	0.03%	555
2022 Q4	$4.73M	Buy	69,268 +39,690	+134%	+$2.73M	0.03%	493
2022 Q3	$1.86M	Sell	29,578 -5,810	-16%	-$401K	0.01%	722
2022 Q2	$2.25M	Sell	35,388 -42,096	-54%	-$2.96M	0.02%	630
2022 Q1	$5.99M	Buy	77,484 +56,075	+262%	+$4.33M	0.04%	391
2021 Q4	$1.82M	Buy	21,409 +15,881	+287%	+$1.33M	0.01%	729
2021 Q3	$438K	Buy	5,528 +36	+0.7%	+$2.92K	﹤0.01%	1219
2021 Q2	$444K	Sell	5,492 -49	-0.9%	-$3.93K	﹤0.01%	1183
2021 Q1	$434K	Sell	5,541 -64,741	-92%	-$4.99M	﹤0.01%	1087
2020 Q4	$5.08M	Sell	70,282 -67,402	-49%	-$4.49M	0.06%	272
2020 Q3	$8.23M	Buy	137,684 +133,552	+3,232%	+$7.95M	0.12%	164
2020 Q2	$231K	Sell	4,132 -1,912	-32%	-$99.3K	﹤0.01%	1112
2020 Q1	$270K	Sell	6,044 -32,984	-85%	-$1.81M	0.01%	908
2019 Q4	$2.32M	Buy	39,028 +21,612	+124%	+$1.24M	0.05%	311
2019 Q3	$975K	Buy	17,416 +12,540	+257%	+$705K	0.03%	451
2019 Q2	$276K	Buy	+4,876	New	+$270K	0.01%	787
2018 Q4	–	Sell	-7,056	Closed	-$411K	–	534
2018 Q3	$411K	Buy	7,056 +2,748	+64%	+$160K	0.02%	370
2018 Q2	$242K	Buy	+4,308	New	+$241K	0.02%	381

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

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

AE Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 9.4% in Q2 2026, selling an estimated $70.2K and leaving 6,113 shares worth $718K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

AE Wealth Management first reported a position in IJK in Q2 2018 and has held it in 31 quarters since. The position peaked at $8.23M in Q3 2020. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

AE Wealth Management held 6,113 shares of iShares S&P Mid-Cap 400 Growth ETF worth $718K as of Q2 2026.
AE Wealth Management sold 632 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $70.2K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1053 holding.
AE Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 31 quarters since.
AE Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $8.23M in Q3 2020.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.