AWM Capital’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

AWM Capital’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	$849K	Hold	7,224	–	–	0.07%	61
2026 Q1	$727K	Hold	7,224	–	–	0.07%	63
2025 Q4	$700K	Hold	7,224	–	–	0.06%	58
2025 Q3	$693K	Hold	7,224	–	–	0.06%	56
2025 Q2	$657K	Hold	7,224	–	–	0.07%	56
2025 Q1	$602K	Hold	7,224	–	–	0.07%	54
2024 Q4	$657K	Hold	7,224	–	–	0.08%	52
2024 Q3	$664K	Hold	7,224	–	–	0.08%	52
2024 Q2	$637K	Hold	7,224	–	–	0.1%	49
2024 Q1	$659K	Hold	7,224	–	–	0.11%	49
2023 Q4	$572K	Hold	7,224	–	–	0.1%	48
2023 Q3	$522K	Sell	7,224 -908	-11%	-$68.5K	0.11%	48
2023 Q2	$610K	Sell	8,132 -1,316	-14%	-$94K	0.15%	43
2023 Q1	$676K	Hold	9,448	–	–	0.19%	46
2022 Q4	$645K	Hold	9,448	–	–	0.22%	39
2022 Q3	$669K	Hold	9,448	–	–	0.23%	37
2022 Q2	$602K	Hold	9,448	–	–	0.3%	33
2022 Q1	$730K	Hold	9,448	–	–	0.45%	30
2021 Q4	$806K	Hold	9,448	–	–	0.61%	23
2021 Q3	$821K	Buy	+9,448	New	+$767K	0.61%	23

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

AWM Capital's IJK Position: Q2 2026 in Review

AWM Capital held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 7,224 shares worth $849K. The position accounts for 0.07% of the portfolio, ranked #61.

AWM Capital 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.

AWM Capital held 7,224 shares of iShares S&P Mid-Cap 400 Growth ETF worth $849K as of Q2 2026.
AWM Capital left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of AWM Capital's portfolio in Q2 2026, its #61 holding.
AWM Capital 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 AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.