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Chung Wu Investment Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Chung Wu Investment Group’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 		$11.8K Hold
100
– – 0.01% 225
2026
Q1 		$10.1K Hold
100
– – 0.01% 208
2025
Q4 		$9.69K Hold
100
– – 0.01% 213
2025
Q3 		$9.59K Hold
100
– – 0.01% 212
2025
Q2 		$9.1K Buy
+100
New +$8.56K 0.01% 207

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Chung Wu Investment Group's IJK Position: Q2 2026 in Review

Chung Wu Investment Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 100 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #225.

Chung Wu Investment Group first reported a position in IJK in Q2 2025 and has held it in 5 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Chung Wu Investment Group held 100 shares of iShares S&P Mid-Cap 400 Growth ETF worth $11.8K as of Q2 2026.
  • Chung Wu Investment Group 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 Chung Wu Investment Group's portfolio in Q2 2026, its #225 holding.
  • Chung Wu Investment Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.