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

EPG 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	$8.46K	Hold	72	–	–	﹤0.01%	286
2026 Q1	$7.25K	Hold	72	–	–	﹤0.01%	292
2025 Q4	$6.97K	Hold	72	–	–	﹤0.01%	288
2025 Q3	$6.9K	Hold	72	–	–	﹤0.01%	289
2025 Q2	$6.55K	Hold	72	–	–	﹤0.01%	284
2025 Q1	$6K	Hold	72	–	–	﹤0.01%	386
2024 Q4	$6.55K	Hold	72	–	–	﹤0.01%	389
2024 Q3	$6.62K	Buy	+72	New	+$6.44K	﹤0.01%	385
2024 Q2	–	Sell	-72	Closed	-$6.36K	–	409
2024 Q1	$6.57K	Hold	72	–	–	﹤0.01%	403
2023 Q4	$5.86K	Hold	72	–	–	﹤0.01%	391
2023 Q3	$5.2K	Buy	+72	New	+$5.43K	﹤0.01%	388
2020 Q1	–	Sell	-428	Closed	-$23.5K	–	814
2019 Q4	$25K	Buy	+428	New	+$24.5K	0.02%	314

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

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

EPG Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 72 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

EPG Wealth Management first reported a position in IJK in Q4 2019 and has held it in 12 quarters since. The position peaked at $25K in Q4 2019. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

EPG Wealth Management held 72 shares of iShares S&P Mid-Cap 400 Growth ETF worth $8.46K as of Q2 2026.
EPG 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 ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #286 holding.
EPG Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 12 quarters since.
EPG Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $25K in Q4 2019.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.