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

Focus Partners 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	$52.1M	Sell	443,550 -9,645	-2%	-$1.07M	0.05%	306
2026 Q1	$45.6M	Sell	453,195 -20,945	-4%	-$2.15M	0.05%	308
2025 Q4	$45.9M	Buy	474,140 +36,838	+8%	+$3.55M	0.05%	302
2025 Q3	$41.9M	Buy	437,302 +14,283	+3%	+$1.35M	0.07%	241
2025 Q2	$38.5M	Buy	423,019 +31,091	+8%	+$2.66M	0.08%	226
2025 Q1	$32.6M	Buy	391,928 +263,621	+205%	+$23.7M	0.08%	236
2024 Q4	$11.7M	Buy	128,307 +79,242	+162%	+$7.46M	0.03%	428
2024 Q3	$4.51M	Sell	49,065 -166,307	-77%	-$14.9M	0.01%	585
2024 Q2	$19M	Buy	215,372 +139,056	+182%	+$12.3M	0.06%	254
2024 Q1	$6.96M	Buy	76,316 +65,811	+626%	+$5.49M	0.06%	261
2023 Q4	$832K	Buy	+10,505	New	+$771K	0.01%	485

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

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

Focus Partners Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.1% in Q2 2026, selling an estimated $1.07M and leaving 443,550 shares worth $52.1M. The position accounts for 0.05% of the portfolio, ranked #306.

Focus Partners 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.

Focus Partners Wealth held 443,550 shares of iShares S&P Mid-Cap 400 Growth ETF worth $52.1M as of Q2 2026.
Focus Partners Wealth sold 9,645 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.07M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #306 holding.
Focus Partners 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.