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

Apollon 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	$2.62M	Sell	22,276 -2,004	-8%	-$223K	0.03%	434
2026 Q1	$2.44M	Buy	24,280 +1,381	+6%	+$142K	0.04%	351
2025 Q4	$2.22M	Buy	22,899 +3,902	+21%	+$376K	0.04%	355
2025 Q3	$1.82M	Buy	18,997 +119	+0.6%	+$11.2K	0.03%	402
2025 Q2	$1.72M	Sell	18,878 -2,609	-12%	-$223K	0.03%	397
2025 Q1	$1.79M	Buy	21,487 +16	+0.1%	+$1.44K	0.04%	357
2024 Q4	$1.95M	Sell	21,471 -188,179	-90%	-$17.7M	0.05%	344
2024 Q3	$19.3M	Sell	209,650 -1,298	-0.6%	-$116K	0.55%	36
2024 Q2	$18.6M	Buy	210,948 +191,032	+959%	+$16.9M	0.57%	38
2024 Q1	$1.82M	Sell	19,916 -146	-0.7%	-$12.2K	0.06%	316
2023 Q4	$1.59M	Sell	20,062 -123,037	-86%	-$9.03M	0.05%	317
2023 Q3	$10.3M	Buy	143,099 +130,599	+1,045%	+$9.85M	0.52%	39
2023 Q2	$938K	Buy	12,500 +1	+0%	+$71	0.05%	403
2023 Q1	$894K	Sell	12,499 -150	-1%	-$10.7K	0.05%	360
2022 Q4	$864K	Sell	12,649 -79	-0.6%	-$5.43K	0.06%	344
2022 Q3	$802K	Buy	12,728 +314	+3%	+$21.7K	0.07%	319
2022 Q2	$791K	Sell	12,414 -311	-2%	-$21.8K	0.07%	317
2022 Q1	$983K	Buy	12,725 +24	+0.2%	+$1.85K	0.07%	286
2021 Q4	$1.08M	Buy	+12,701	New	+$1.06M	0.08%	263
2020 Q3	–	Sell	-1,152	Closed	-$65K	–	398
2020 Q2	$65K	Buy	+1,152	New	+$59.8K	0.04%	215
2019 Q3	–	Sell	-876	Closed	-$50K	–	83
2019 Q2	$50K	Buy	+876	New	+$48.6K	0.06%	97

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

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

Apollon Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.3% in Q2 2026, selling an estimated $223K and leaving 22,276 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #434.

Apollon Wealth Management first reported a position in IJK in Q2 2019 and has held it in 21 quarters since. The position peaked at $19.3M in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Apollon Wealth Management held 22,276 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.62M as of Q2 2026.
Apollon Wealth Management sold 2,004 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $223K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Apollon Wealth Management's portfolio in Q2 2026, its #434 holding.
Apollon Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and has held it in 21 quarters since.
Apollon Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $19.3M in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.