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

ARQ 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 Q1	$371K	Sell	3,688 -62	-2%	-$6.37K	0.07%	150
2025 Q4	$363K	Hold	3,750	–	–	0.1%	104
2025 Q3	$360K	Hold	3,750	–	–	0.11%	107
2025 Q2	$312K	Hold	3,750	–	–	0.11%	88
2025 Q1	$312K	Hold	3,750	–	–	0.12%	83
2024 Q4	$341K	Sell	3,750 -92	-2%	-$8.66K	0.13%	79
2024 Q3	$350K	Hold	3,842	–	–	0.13%	75
2024 Q2	$339K	Hold	3,842	–	–	0.15%	69
2024 Q1	$351K	Hold	3,842	–	–	0.15%	69
2023 Q4	$304K	Sell	3,842 -195	-5%	-$14.3K	0.18%	50
2023 Q3	$292K	Hold	4,037	–	–	0.22%	48
2023 Q2	$303K	Hold	4,037	–	–	0.2%	49
2023 Q1	$289K	Hold	4,037	–	–	0.21%	46
2022 Q4	$276K	Sell	4,037 -132	-3%	-$9.07K	0.18%	42
2022 Q3	$263K	Hold	4,169	–	–	0.2%	43
2022 Q2	$266K	Hold	4,169	–	–	0.19%	46
2022 Q1	$322K	Hold	4,169	–	–	0.22%	43
2021 Q4	$355K	Hold	4,169	–	–	0.25%	41
2021 Q3	$330K	Sell	4,169 -19	-0.5%	-$1.54K	0.21%	43
2021 Q2	$339K	Hold	4,188	–	–	0.22%	43
2021 Q1	$328K	Sell	4,188 -67	-2%	-$5.16K	0.21%	43
2020 Q4	$307K	Sell	4,255 -45	-1%	-$3K	0.19%	43
2020 Q3	$257K	Hold	4,300	–	–	0.25%	40
2020 Q2	$241K	Buy	+4,300	New	+$223K	0.23%	40

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ARQ Wealth Advisors's IJK Position: Q1 2026 in Review

ARQ Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.7% in Q1 2026, selling an estimated $6.37K and leaving 3,688 shares worth $371K. The position accounts for 0.07% of the portfolio, ranked #150.

ARQ Wealth Advisors first reported a position in IJK in Q2 2020 and has held it in 24 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

ARQ Wealth Advisors held 3,688 shares of iShares S&P Mid-Cap 400 Growth ETF worth $371K as of Q1 2026.
ARQ Wealth Advisors sold 62 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $6.37K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of ARQ Wealth Advisors's portfolio in Q1 2026, its #150 holding.
ARQ Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and has held it in 24 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.