BWP
IJK icon

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
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

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Bank of America
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SP
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
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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