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

Founders Grove 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	$3.31M	Sell	28,159 -81	-0.3%	-$9K	0.66%	36
2026 Q1	$2.84M	Sell	28,240 -215	-0.8%	-$22.1K	0.65%	39
2025 Q4	$2.76M	Sell	28,455 -409	-1%	-$39.4K	0.62%	39
2025 Q3	$2.77M	Sell	28,864 -2,257	-7%	-$213K	0.65%	40
2025 Q2	$2.83M	Sell	31,121 -480	-2%	-$41.1K	0.71%	35
2025 Q1	$2.63M	Buy	31,601 +1,993	+7%	+$180K	0.73%	36
2024 Q4	$2.69M	Buy	+29,608	New	+$2.79M	0.78%	34

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

Founders Grove Wealth Partners's IJK Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.29% in Q2 2026, selling an estimated $9K and leaving 28,159 shares worth $3.31M. The position accounts for 0.66% of the portfolio, ranked #36.

Founders Grove Wealth Partners first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Founders Grove Wealth Partners held 28,159 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.31M as of Q2 2026.
Founders Grove Wealth Partners sold 81 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $9K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.66% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #36 holding.
Founders Grove Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.