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

DiNuzzo Private 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	$15.5K	Hold	132	–	–	﹤0.01%	230
2026 Q1	$13.3K	Hold	132	–	–	﹤0.01%	240
2025 Q4	$12.8K	Hold	132	–	–	﹤0.01%	242
2025 Q3	$12.6K	Hold	132	–	–	﹤0.01%	236
2025 Q2	$12K	Hold	132	–	–	﹤0.01%	234
2025 Q1	$11K	Hold	132	–	–	﹤0.01%	240
2024 Q4	$12K	Hold	132	–	–	﹤0.01%	211
2024 Q3	$12.1K	Hold	132	–	–	﹤0.01%	229
2024 Q2	$11.6K	Hold	132	–	–	﹤0.01%	181
2024 Q1	$12K	Hold	132	–	–	﹤0.01%	163
2023 Q4	$10.5K	Buy	+132	New	+$9.69K	﹤0.01%	166

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

DiNuzzo Private Wealth's IJK Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 132 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

DiNuzzo Private Wealth 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.

DiNuzzo Private Wealth held 132 shares of iShares S&P Mid-Cap 400 Growth ETF worth $15.5K as of Q2 2026.
DiNuzzo Private Wealth 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 DiNuzzo Private Wealth's portfolio in Q2 2026, its #230 holding.
DiNuzzo Private Wealth 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 DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.