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

FAS Wealth Partners’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	$407K	Sell	3,465 -57	-2%	-$6.33K	0.02%	266
2026 Q1	$354K	Buy	3,522 +22	+0.6%	+$2.26K	0.02%	268
2025 Q4	$339K	Sell	3,500 -13	-0.4%	-$1.25K	0.02%	274
2025 Q3	$337K	Buy	3,513 +58	+2%	+$5.46K	0.02%	260
2025 Q2	$314K	Sell	3,455 -18	-0.5%	-$1.54K	0.02%	259
2025 Q1	$289K	Sell	3,473 -10	-0.3%	-$901	0.02%	259
2024 Q4	$317K	Sell	3,483 -511	-13%	-$48.1K	0.03%	257
2024 Q3	$367K	Sell	3,994 -3	-0.1%	-$268	0.03%	248
2024 Q2	$352K	Sell	3,997 -71	-2%	-$6.28K	0.03%	238
2024 Q1	$371K	Buy	4,068 +87	+2%	+$7.26K	0.03%	238
2023 Q4	$315K	Sell	3,981 -395	-9%	-$29K	0.03%	243
2023 Q3	$316K	Buy	4,376 +12	+0.3%	+$905	0.03%	230
2023 Q2	$327K	Buy	4,364 +20	+0.5%	+$1.43K	0.04%	208
2023 Q1	$311K	Buy	4,344 +393	+10%	+$28.1K	0.03%	233
2022 Q4	$270K	Buy	3,951 +11	+0.3%	+$756	0.03%	252
2022 Q3	$248K	Buy	3,940 +15	+0.4%	+$1.04K	0.03%	248
2022 Q2	$250K	Buy	3,925 +9	+0.2%	+$632	0.03%	250
2022 Q1	$303K	Buy	3,916 +645	+20%	+$49.8K	0.03%	231
2021 Q4	$279K	Sell	3,271 -123	-4%	-$10.3K	0.03%	252
2021 Q3	$269K	Buy	3,394 +94	+3%	+$7.63K	0.03%	252
2021 Q2	$267K	Buy	3,300 +2	+0.1%	+$161	0.03%	244
2021 Q1	$258K	Buy	3,298 +248	+8%	+$19.1K	0.03%	230
2020 Q4	$220K	Sell	3,050 -1,870	-38%	-$125K	0.03%	238
2020 Q3	$294K	Buy	4,920 +1,036	+27%	+$61.6K	0.04%	201
2020 Q2	$218K	Buy	3,884 +164	+4%	+$8.52K	0.03%	212
2020 Q1	$166K	Buy	3,720 +328	+10%	+$18K	0.03%	209
2019 Q4	$202K	Buy	+3,392	New	+$194K	0.03%	192
2016 Q2	–	Sell	-7,616	Closed	-$310K	–	149
2016 Q1	$310K	Sell	7,616 -328	-4%	-$12.5K	0.16%	86
2015 Q4	$320K	Buy	+7,944	New	+$325K	0.16%	88

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

FAS Wealth Partners's IJK Position: Q2 2026 in Review

FAS Wealth Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.6% in Q2 2026, selling an estimated $6.33K and leaving 3,465 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #266.

FAS Wealth Partners first reported a position in IJK in Q4 2015 and has held it in 29 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

FAS Wealth Partners held 3,465 shares of iShares S&P Mid-Cap 400 Growth ETF worth $407K as of Q2 2026.
FAS Wealth Partners sold 57 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $6.33K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of FAS Wealth Partners's portfolio in Q2 2026, its #266 holding.
FAS Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 29 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.