FWMM
IJK icon

Foundation Wealth Management (Missouri)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Foundation Wealth Management (Missouri)’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 		$2.93M Buy
24,932
+417
+2% +$46.3K 1.73% 14
2026
Q1 		$2.47M Buy
24,515
+1,816
+8% +$187K 1.67% 15
2025
Q4 		$2.2M Sell
22,699
-363
-2% -$35K 1.45% 14
2025
Q3 		$2.21M Buy
23,062
+1,091
+5% +$103K 1.41% 15
2025
Q2 		$2M Buy
21,971
+2,586
+13% +$221K 1.39% 15
2025
Q1 		$1.61M Sell
19,385
-17
-0.1% -$1.53K 1.26% 16
2024
Q4 		$1.76M Buy
19,402
+13
+0.1% +$1.22K 1.37% 14
2024
Q3 		$1.78M Sell
19,389
-268
-1% -$24K 1.35% 16
2024
Q2 		$1.73M Sell
19,657
-337
-2% -$29.8K 1.36% 16
2024
Q1 		$1.82M Sell
19,994
-1,372
-6% -$114K 1.49% 16
2023
Q4 		$1.69M Buy
21,366
+782
+4% +$57.4K 1.51% 17
2023
Q3 		$1.49M Sell
20,584
-1,757
-8% -$132K 1.49% 16
2023
Q2 		$1.68M Buy
22,341
+1,354
+6% +$96.7K 1.63% 18
2023
Q1 		$1.5M Sell
20,987
-2,091
-9% -$149K 1.54% 18
2022
Q4 		$1.58M Buy
+23,078
New +$1.59M 1.6% 18

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IJK Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.7% in Q2 2026, buying an estimated $46.3K and bringing the position to 24,932 shares worth $2.93M. The position accounts for 1.73% of the portfolio, ranked #14.

Foundation Wealth Management (Missouri) first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 24,932 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.93M as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 417 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $46.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.73% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #14 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.