AWA
IJK icon

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

Amplius Wealth 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 		$339K Sell
2,881
-150
-5% -$16.7K 0.02% 162
2026
Q1 		$305K Hold
3,031
– – 0.03% 143
2025
Q4 		$294K Hold
3,031
– – 0.02% 143
2025
Q3 		$291K Sell
3,031
-2,209
-42% -$208K 0.03% 143
2025
Q2 		$477K Sell
5,240
-3,435
-40% -$294K 0.04% 125
2025
Q1 		$722K Buy
8,675
+1,336
+18% +$120K 0.08% 89
2024
Q4 		$667K Buy
7,339
+3,965
+118% +$373K 0.07% 90
2024
Q3 		$310K Sell
3,374
-674
-17% -$60.3K 0.03% 127
2024
Q2 		$357K Buy
4,048
+390
+11% +$34.5K 0.04% 119
2024
Q1 		$334K Buy
3,658
+545
+18% +$45.5K 0.04% 119
2023
Q4 		$247K Hold
3,113
– – 0.03% 144
2023
Q3 		$225K Hold
3,113
– – 0.03% 141
2023
Q2 		$233K Hold
3,113
– – 0.03% 145
2023
Q1 		$223K Hold
3,113
– – 0.03% 151
2022
Q4 		$213K Buy
+3,113
New +$214K 0.03% 148

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Amplius Wealth Advisors's IJK Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.9% in Q2 2026, selling an estimated $16.7K and leaving 2,881 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #162.

Amplius Wealth Advisors first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. The position peaked at $722K in Q1 2025. 320 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Amplius Wealth Advisors held 2,881 shares of iShares S&P Mid-Cap 400 Growth ETF worth $339K as of Q2 2026.
  • Amplius Wealth Advisors sold 150 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $16.7K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • Amplius Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Amplius Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $722K in Q1 2025.
  • 320 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.