Beaird Harris Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Beaird Harris Wealth Management’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	$18.7K	Hold	159	–	–	﹤0.01%	343
2026 Q1	$16K	Hold	159	–	–	﹤0.01%	330
2025 Q4	$15.4K	Hold	159	–	–	﹤0.01%	364
2025 Q3	$15.2K	Hold	159	–	–	﹤0.01%	355
2025 Q2	$14.5K	Hold	159	–	–	﹤0.01%	354
2025 Q1	$13.2K	Hold	159	–	–	﹤0.01%	341
2024 Q4	$14.5K	Buy	159 +119	+298%	+$11.2K	﹤0.01%	329
2024 Q3	$3.68K	Hold	40	–	–	﹤0.01%	398
2024 Q2	$3.52K	Sell	40 -91	-69%	-$8.04K	﹤0.01%	480
2024 Q1	$12K	Buy	+131	New	+$10.9K	﹤0.01%	318

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

Beaird Harris Wealth Management's IJK Position: Q2 2026 in Review

Beaird Harris Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 159 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Beaird Harris Wealth Management first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Beaird Harris Wealth Management held 159 shares of iShares S&P Mid-Cap 400 Growth ETF worth $18.7K as of Q2 2026.
Beaird Harris Wealth Management 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 ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #343 holding.
Beaird Harris Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.