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

Gen-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	$169K	Hold	1,440	–	–	0.05%	257
2026 Q1	$145K	Hold	1,440	–	–	0.05%	284
2025 Q4	$140K	Hold	1,440	–	–	0.04%	294
2025 Q3	$138K	Hold	1,440	–	–	0.05%	284
2025 Q2	$131K	Hold	1,440	–	–	0.05%	257
2025 Q1	$120K	Hold	1,440	–	–	0.05%	256
2024 Q4	$131K	Hold	1,440	–	–	0.06%	253
2024 Q3	$132K	Hold	1,440	–	–	0.06%	260
2024 Q2	$127K	Hold	1,440	–	–	0.06%	258
2024 Q1	$131K	Buy	+1,440	New	+$120K	0.07%	266

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

Gen-Wealth Partners's IJK Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,440 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #257.

Gen-Wealth Partners first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Gen-Wealth Partners held 1,440 shares of iShares S&P Mid-Cap 400 Growth ETF worth $169K as of Q2 2026.
Gen-Wealth Partners left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Gen-Wealth Partners's portfolio in Q2 2026, its #257 holding.
Gen-Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.