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

BKM 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	$4.69M	Sell	39,900 -3,184	-7%	-$354K	1.66%	16
2026 Q1	$4.34M	Sell	43,084 -584	-1%	-$60K	1.58%	16
2025 Q4	$4.23M	Buy	43,668 +243	+0.6%	+$23.4K	1.55%	16
2025 Q3	$4.16M	Sell	43,425 -240	-0.5%	-$22.6K	1.54%	16
2025 Q2	$3.97M	Sell	43,665 -58	-0.1%	-$4.97K	1.55%	15
2025 Q1	$3.64M	Sell	43,723 -254	-0.6%	-$22.9K	1.5%	15
2024 Q4	$4M	Sell	43,977 -415	-0.9%	-$39.1K	1.64%	12
2024 Q3	$4.08M	Sell	44,392 -468	-1%	-$41.8K	1.66%	13
2024 Q2	$3.95M	Buy	44,860 +1,208	+3%	+$107K	1.9%	11
2024 Q1	$3.99M	Sell	43,652 -126	-0.3%	-$10.5K	1.71%	10
2023 Q4	$3.47M	Buy	+43,778	New	+$3.21M	1.48%	13

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

BKM Wealth Management's IJK Position: Q2 2026 in Review

BKM Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.4% in Q2 2026, selling an estimated $354K and leaving 39,900 shares worth $4.69M. The position accounts for 1.66% of the portfolio, ranked #16.

BKM Wealth Management first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

BKM Wealth Management held 39,900 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.69M as of Q2 2026.
BKM Wealth Management sold 3,184 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $354K.
iShares S&P Mid-Cap 400 Growth ETF made up 1.66% of BKM Wealth Management's portfolio in Q2 2026, its #16 holding.
BKM Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.