C.M. Bidwell & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

C.M. Bidwell & Associates’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	$14.6K	Hold	124	–	–	0.01%	279
2026 Q1	$12.5K	Hold	124	–	–	0.01%	275
2025 Q4	$12K	Hold	124	–	–	0.01%	279
2025 Q3	$11.9K	Hold	124	–	–	0.01%	281
2025 Q2	$11.3K	Hold	124	–	–	0.01%	275
2025 Q1	$10.3K	Hold	124	–	–	0.01%	275
2024 Q4	$11.3K	Hold	124	–	–	0.01%	285
2024 Q3	$11.4K	Hold	124	–	–	0.01%	281
2024 Q2	$10.9K	Hold	124	–	–	0.01%	283
2024 Q1	$11.3K	Hold	124	–	–	0.01%	282
2023 Q4	$9.82K	Hold	124	–	–	0.01%	298
2023 Q3	$8.96K	Hold	124	–	–	0.01%	364
2023 Q2	$9.3K	Hold	124	–	–	0.01%	372
2023 Q1	$8.87K	Hold	124	–	–	0.01%	376
2022 Q4	$8.47K	Hold	124	–	–	0.01%	361
2022 Q3	$8K	Hold	124	–	–	0.01%	362
2022 Q2	$8K	Hold	124	–	–	0.01%	355
2022 Q1	$10K	Hold	124	–	–	0.01%	366
2021 Q4	$11K	Hold	124	–	–	0.01%	387
2021 Q3	$10K	Buy	+124	New	+$10.1K	0.01%	393

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

C.M. Bidwell & Associates's IJK Position: Q2 2026 in Review

C.M. Bidwell & Associates held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 124 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #279.

C.M. Bidwell & Associates first reported a position in IJK in Q3 2021 and has held it in 20 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

C.M. Bidwell & Associates held 124 shares of iShares S&P Mid-Cap 400 Growth ETF worth $14.6K as of Q2 2026.
C.M. Bidwell & Associates 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 C.M. Bidwell & Associates's portfolio in Q2 2026, its #279 holding.
C.M. Bidwell & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and has held it in 20 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.