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

Balboa 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 Q2	$370K	Sell	3,151 -20,391	-87%	-$2.26M	0.05%	294
2026 Q1	$2.37M	Buy	23,542 +19,962	+558%	+$2.05M	0.4%	43
2025 Q4	$347K	Hold	3,580	–	–	0.06%	255
2025 Q3	$343K	Buy	+3,580	New	+$337K	0.06%	250
2024 Q4	–	Sell	-13,924	Closed	-$1.28M	–	364
2024 Q3	$1.28M	Buy	13,924 +137	+1%	+$12.3K	0.32%	60
2024 Q2	$1.21M	Buy	+13,787	New	+$1.22M	0.32%	56
2024 Q1	–	Sell	-13,953	Closed	-$1.11M	–	304
2023 Q4	$1.11M	Buy	13,953 +6,827	+96%	+$501K	0.37%	48
2023 Q3	$515K	Buy	+7,126	New	+$537K	0.19%	98

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

Balboa Wealth Partners's IJK Position: Q2 2026 in Review

Balboa Wealth Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 87% in Q2 2026, selling an estimated $2.26M and leaving 3,151 shares worth $370K. The position accounts for 0.05% of the portfolio, ranked #294.

Balboa Wealth Partners first reported a position in IJK in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.37M in Q1 2026. 991 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Balboa Wealth Partners held 3,151 shares of iShares S&P Mid-Cap 400 Growth ETF worth $370K as of Q2 2026.
Balboa Wealth Partners sold 20,391 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $2.26M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #294 holding.
Balboa Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 8 quarters since.
Balboa Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.37M in Q1 2026.
991 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.