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

Genesis Private Wealth’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 		$1.84M Hold
15,632
– – 0.52% 48
2026
Q1 		$1.57M Hold
15,632
– – 0.5% 48
2025
Q4 		$1.51M Buy
+15,632
New +$1.51M 0.47% 48

Other funds holding IJK

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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Genesis Private Wealth's IJK Position: Q2 2026 in Review

Genesis Private Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 15,632 shares worth $1.84M. The position accounts for 0.52% of the portfolio, ranked #48.

Genesis Private Wealth first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Genesis Private Wealth held 15,632 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.84M as of Q2 2026.
  • Genesis Private Wealth 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 0.52% of Genesis Private Wealth's portfolio in Q2 2026, its #48 holding.
  • Genesis Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.