AWM
IJK icon

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

Aprio 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 		$1.37M Buy
11,649
+2
+0% +$222 0.07% 183
2026
Q1 		$1.17M Buy
11,647
+3
+0% +$308 0.06% 178
2025
Q4 		$1.13M Buy
11,644
+4
+0% +$385 0.06% 179
2025
Q3 		$1.12M Buy
11,640
+3
+0% +$283 0.11% 117
2025
Q2 		$1.06M Sell
11,637
-70
-0.6% -$5.99K 0.12% 107
2025
Q1 		$975K Buy
11,707
+160
+1% +$14.4K 0.12% 108
2024
Q4 		$1.05M Buy
11,547
+5
+0% +$471 0.15% 84
2024
Q3 		$1.06M Buy
11,542
+5
+0% +$447 0.17% 76
2024
Q2 		$1.02M Sell
11,537
-1
-0% -$88 0.19% 70
2024
Q1 		$1.05M Buy
11,538
+7,788
+208% +$650K 0.21% 56
2023
Q4 		$297K Hold
3,750
– – 0.07% 134
2023
Q3 		$271K Hold
3,750
– – 0.07% 121
2023
Q2 		$281K Sell
3,750
-94
-2% -$6.71K 0.08% 112
2023
Q1 		$275K Hold
3,844
– – 0.08% 106
2022
Q4 		$263K Hold
3,844
– – 0.09% 95
2022
Q3 		$242K Buy
+3,844
New +$265K 0.1% 89

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

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

Aprio Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.02% in Q2 2026, buying an estimated $222 and bringing the position to 11,649 shares worth $1.37M. The position accounts for 0.07% of the portfolio, ranked #183.

Aprio Wealth Management first reported a position in IJK in Q3 2022 and has held it in 16 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Aprio Wealth Management held 11,649 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.37M as of Q2 2026.
  • Aprio Wealth Management bought 2 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $222.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Aprio Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Aprio Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.