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

Diversify 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	Buy	45,499 +126	+0.3%	+$14K	0.09%	218
2026 Q1	$4.85M	Buy	45,373 +42,152	+1,309%	+$4.33M	0.09%	212
2025 Q4	$330K	Buy	3,221 +87	+3%	+$8.38K	0.02%	517
2025 Q3	$301K	Hold	3,134	–	–	0.02%	455
2025 Q2	$294K	Hold	3,134	–	–	0.02%	461
2025 Q1	$260K	Buy	3,134 +1	+0%	+$90	0.02%	454
2024 Q4	$284K	Buy	+3,133	New	+$295K	0.02%	439
2024 Q3	–	Sell	-4,976	Closed	-$422K	–	481
2024 Q2	$422K	Buy	+4,976	New	+$440K	0.05%	307

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

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

Diversify Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.28% in Q2 2026, buying an estimated $14K and bringing the position to 45,499 shares worth $5.17M. The position accounts for 0.09% of the portfolio, ranked #218.

Diversify Wealth Management first reported a position in IJK in Q2 2024 and has held it in 8 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Diversify Wealth Management held 45,499 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.17M as of Q2 2026.
Diversify Wealth Management bought 126 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $14K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #218 holding.
Diversify Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 8 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.