GC Wealth Management RIA’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

GC Wealth Management RIA’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	24,939 +226	+0.9%	+$25.1K	0.17%	114
2026 Q1	$2.49M	Sell	24,713 -50	-0.2%	-$5.14K	0.1%	139
2025 Q4	$2.4M	Sell	24,763 -2,026	-8%	-$195K	0.09%	145
2025 Q3	$2.57M	Sell	26,789 -1,300	-5%	-$122K	0.08%	180
2025 Q2	$2.56M	Sell	28,089 -1,434	-5%	-$123K	0.21%	107
2025 Q1	$2.46M	Sell	29,523 -867	-3%	-$78.1K	0.45%	57
2024 Q4	$2.76M	Sell	30,390 -900	-3%	-$84.8K	0.49%	45
2024 Q3	$2.88M	Sell	31,290 -50	-0.2%	-$4.47K	0.5%	41
2024 Q2	$2.76M	Buy	31,340 +2,096	+7%	+$185K	0.55%	33
2024 Q1	$2.67M	Buy	+29,244	New	+$2.44M	0.53%	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

GC Wealth Management RIA's IJK Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.91% in Q2 2026, buying an estimated $25.1K and bringing the position to 24,939 shares worth $2.93M. The position accounts for 0.17% of the portfolio, ranked #114.

GC Wealth Management RIA first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

GC Wealth Management RIA held 24,939 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.93M as of Q2 2026.
GC Wealth Management RIA bought 226 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $25.1K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of GC Wealth Management RIA's portfolio in Q2 2026, its #114 holding.
GC Wealth Management RIA first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.