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

Gateway 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	$260K	Sell	2,214 -2,212	-50%	-$246K	0.02%	674
2026 Q1	$445K	Buy	4,426 +2,214	+100%	+$227K	0.02%	600
2025 Q4	$214K	Buy	2,212 +2	+0.1%	+$193	0.02%	437
2025 Q3	$212K	Hold	2,210	–	–	0.03%	387
2025 Q2	$201K	Buy	+2,210	New	+$189K	0.04%	350

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

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

Gateway Wealth Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 50% in Q2 2026, selling an estimated $246K and leaving 2,214 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #674.

Gateway Wealth Partners first reported a position in IJK in Q2 2025 and has held it in 5 quarters since. The position peaked at $445K in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Gateway Wealth Partners held 2,214 shares of iShares S&P Mid-Cap 400 Growth ETF worth $260K as of Q2 2026.
Gateway Wealth Partners sold 2,212 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $246K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #674 holding.
Gateway Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $445K in Q1 2026.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.