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IJK icon

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

CreativeOne Wealth’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 		$1.1M Sell
9,381
-12,013
-56% -$1.33M 0.02% 546
2026
Q1 		$2.15M Buy
21,394
+905
+4% +$93K 0.05% 339
2025
Q4 		$1.99M Buy
20,489
+1,167
+6% +$112K 0.05% 337
2025
Q3 		$1.85M Sell
19,322
-1,349
-7% -$127K 0.05% 352
2025
Q2 		$1.88M Buy
20,671
+3,297
+19% +$282K 0.05% 361
2025
Q1 		$1.45M Sell
17,374
-8,678
-33% -$782K 0.04% 379
2024
Q4 		$2.37M Buy
26,052
+9,418
+57% +$887K 0.07% 250
2024
Q3 		$1.53M Buy
16,634
+2,618
+19% +$234K 0.05% 322
2024
Q2 		$1.24M Sell
14,016
-588
-4% -$52K 0.06% 277
2024
Q1 		$1.33M Buy
14,604
+945
+7% +$78.8K 0.05% 320
2023
Q4 		$1.08M Sell
13,659
-1,493
-10% -$110K 0.07% 242
2023
Q3 		$1.09M Buy
15,152
+420
+3% +$31.7K 0.08% 228
2023
Q2 		$1.1M Buy
14,732
+1,523
+12% +$109K 0.05% 315
2023
Q1 		$945K Buy
13,209
+1,020
+8% +$72.9K 0.05% 316
2022
Q4 		$832K Buy
12,189
+800
+7% +$55K 0.05% 317
2022
Q3 		$718K Buy
11,389
+5,231
+85% +$361K 0.04% 331
2022
Q2 		$392K Buy
+6,158
New +$433K 0.02% 469
2021
Q1 		– Sell
-3,771
Closed -$272K – 583
2020
Q4 		$272K Buy
+3,771
New +$251K 0.02% 395

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

CreativeOne Wealth's IJK Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 56% in Q2 2026, selling an estimated $1.33M and leaving 9,381 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #546.

CreativeOne Wealth first reported a position in IJK in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.37M in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • CreativeOne Wealth held 9,381 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.1M as of Q2 2026.
  • CreativeOne Wealth sold 12,013 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.33M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #546 holding.
  • CreativeOne Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • CreativeOne Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.37M in Q4 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.