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Ashton Thomas Private Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Ashton Thomas Private Wealth’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 		$12.6M Buy
107,553
+5,528
+5% +$614K 0.26% 85
2026
Q1 		$10.3M Buy
102,025
+8,686
+9% +$892K 0.24% 85
2025
Q4 		$9.04M Buy
93,339
+3,782
+4% +$364K 0.22% 97
2025
Q3 		$8.59M Sell
89,557
-2,531
-3% -$238K 0.22% 109
2025
Q2 		$8.38M Buy
92,088
+2,158
+2% +$185K 0.3% 78
2025
Q1 		$7.49M Buy
89,930
+39,019
+77% +$3.51M 0.29% 84
2024
Q4 		$4.63M Buy
50,911
+680
+1% +$64K 0.18% 139
2024
Q3 		$4.62M Sell
50,231
-81
-0.2% -$7.24K 0.24% 104
2024
Q2 		$4.43M Sell
50,312
-37
-0.1% -$3.27K 0.24% 105
2024
Q1 		$4.59M Sell
50,349
-1,020
-2% -$85.1K 0.26% 104
2023
Q4 		$4.07M Sell
51,369
-1,115
-2% -$81.8K 0.26% 109
2023
Q3 		$3.79M Buy
52,484
+2,964
+6% +$223K 0.28% 99
2023
Q2 		$3.71M Buy
49,520
+10,703
+28% +$764K 0.28% 99
2023
Q1 		$2.78M Buy
38,817
+7,778
+25% +$556K 0.24% 113
2022
Q4 		$2.12M Sell
31,039
-199
-0.6% -$13.7K 0.21% 136
2022
Q3 		$1.97M Buy
31,238
+2,163
+7% +$149K 0.22% 125
2022
Q2 		$1.85M Sell
29,075
-391
-1% -$27.5K 0.2% 135
2022
Q1 		$2.28M Buy
29,466
+12,708
+76% +$982K 0.2% 138
2021
Q4 		$1.43M Buy
16,758
+10,978
+190% +$920K 0.14% 183
2021
Q3 		$458K Buy
+5,780
New +$469K 0.07% 263

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

Ashton Thomas Private Wealth's IJK Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.4% in Q2 2026, buying an estimated $614K and bringing the position to 107,553 shares worth $12.6M. The position accounts for 0.26% of the portfolio, ranked #85.

Ashton Thomas Private Wealth first reported a position in IJK in Q3 2021 and has held it in 20 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Ashton Thomas Private Wealth held 107,553 shares of iShares S&P Mid-Cap 400 Growth ETF worth $12.6M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 5,528 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $614K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.26% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #85 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.