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

Circle 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	$5.17M	Hold	44,000	–	–	0.07%	57
2026 Q1	$4.43M	Hold	44,000	–	–	0.06%	51
2025 Q4	$4.26M	Hold	44,000	–	–	0.07%	54
2025 Q3	$4.22M	Hold	44,000	–	–	0.08%	54
2025 Q2	$4M	Hold	44,000	–	–	0.09%	57
2025 Q1	$3.66M	Hold	44,000	–	–	0.08%	51
2024 Q4	$4M	Hold	44,000	–	–	0.08%	52
2024 Q3	$4.04M	Hold	44,000	–	–	0.09%	50
2024 Q2	$3.88M	Hold	44,000	–	–	0.09%	48
2024 Q1	$4.01M	Hold	44,000	–	–	0.1%	50
2023 Q4	$3.49M	Hold	44,000	–	–	0.09%	50
2023 Q3	$3.18M	Buy	+44,000	New	+$3.32M	0.08%	55

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

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

Circle Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 44,000 shares worth $5.17M. The position accounts for 0.07% of the portfolio, ranked #57.

Circle Wealth Management first reported a position in IJK in Q3 2023 and has held it in 12 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Circle Wealth Management held 44,000 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.17M as of Q2 2026.
Circle 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 0.07% of Circle Wealth Management's portfolio in Q2 2026, its #57 holding.
Circle Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 12 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.