AWP
IJK icon

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

Axis Wealth Partners’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 		$2.03M Sell
20,157
-769
-4% -$79K 1.08% 26
2025
Q4 		$2.03M Buy
20,926
+3,489
+20% +$336K 1.12% 27
2025
Q3 		$1.67M Buy
17,437
+3,659
+27% +$345K 0.98% 30
2025
Q2 		$1.25M Buy
13,778
+4,202
+44% +$360K 0.82% 33
2025
Q1 		$798K Buy
9,576
+1,646
+21% +$148K 0.59% 53
2024
Q4 		$721K Buy
+7,930
New +$747K 0.61% 51

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Axis Wealth Partners's IJK Position: Q1 2026 in Review

Axis Wealth Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.7% in Q1 2026, selling an estimated $79K and leaving 20,157 shares worth $2.03M. The position accounts for 1.08% of the portfolio, ranked #26.

Axis Wealth Partners first reported a position in IJK in Q4 2024 and has held it in 6 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Axis Wealth Partners held 20,157 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.03M as of Q1 2026.
  • Axis Wealth Partners sold 769 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $79K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.08% of Axis Wealth Partners's portfolio in Q1 2026, its #26 holding.
  • Axis Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.