FWP
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

FAS Wealth Partners's IJK Position: Q1 2026 in Review

FAS Wealth Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.63% in Q1 2026, buying an estimated $2.26K and bringing the position to 3,522 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #268.

FAS Wealth Partners first reported a position in IJK in Q4 2015 and has held it in 28 quarters since. The position peaked at $371K in Q1 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • FAS Wealth Partners held 3,522 shares of iShares S&P Mid-Cap 400 Growth ETF worth $354K as of Q1 2026.
  • FAS Wealth Partners bought 22 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $2.26K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of FAS Wealth Partners's portfolio in Q1 2026, its #268 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 28 quarters since.
  • FAS Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $371K in Q1 2024.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.