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

Glassman Wealth Services’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	$545K	Buy	4,640 +1,004	+28%	+$112K	0.07%	47
2026 Q1	$366K	Hold	3,636	–	–	0.05%	60
2025 Q4	$352K	Hold	3,636	–	–	0.05%	60
2025 Q3	$349K	Hold	3,636	–	–	0.05%	57
2025 Q2	$331K	Hold	3,636	–	–	0.05%	58
2025 Q1	$303K	Hold	3,636	–	–	0.05%	55
2024 Q4	$331K	Hold	3,636	–	–	0.06%	49
2024 Q3	$334K	Hold	3,636	–	–	0.06%	51
2024 Q2	$320K	Hold	3,636	–	–	0.06%	53
2024 Q1	$332K	Hold	3,636	–	–	0.07%	49
2023 Q4	$288K	Hold	3,636	–	–	0.04%	142
2023 Q3	$263K	Hold	3,636	–	–	0.04%	136
2023 Q2	$273K	Hold	3,636	–	–	0.04%	132
2023 Q1	$260K	Hold	3,636	–	–	0.05%	136
2022 Q4	$248K	Hold	3,636	–	–	0.05%	147
2022 Q3	$229K	Hold	3,636	–	–	0.05%	135
2022 Q2	$232K	Hold	3,636	–	–	0.05%	138
2022 Q1	$281K	Sell	3,636 -204	-5%	-$15.8K	0.05%	132
2021 Q4	$327K	Buy	3,840 +204	+6%	+$17.1K	0.06%	106
2021 Q3	$288K	Sell	3,636 -300	-8%	-$24.4K	0.06%	111
2021 Q2	$319K	Hold	3,936	–	–	0.07%	98
2021 Q1	$308K	Hold	3,936	–	–	0.07%	105
2020 Q4	$284K	Hold	3,936	–	–	0.07%	109
2020 Q3	$235K	Hold	3,936	–	–	0.06%	110
2020 Q2	$220K	Hold	3,936	–	–	0.07%	102
2020 Q1	$176K	Hold	3,936	–	–	0.07%	109
2019 Q4	$234K	Sell	3,936 -200	-5%	-$11.5K	0.09%	110
2019 Q3	$231K	Sell	4,136 -228	-5%	-$12.8K	0.09%	100
2019 Q2	$247K	Hold	4,364	–	–	0.1%	97
2019 Q1	$239K	Hold	4,364	–	–	0.1%	99
2018 Q4	$209K	Sell	4,364 -2,428	-36%	-$127K	0.11%	96
2018 Q3	$396K	Sell	6,792 -432	-6%	-$25.1K	0.18%	62
2018 Q2	$406K	Buy	7,224 +2,480	+52%	+$139K	0.2%	53
2018 Q1	$259K	Hold	4,744	–	–	0.16%	69
2017 Q4	$256K	Sell	4,744 -1,360	-22%	-$71.7K	0.16%	65
2017 Q3	$309K	Sell	6,104 -1,172	-16%	-$57.8K	0.2%	55
2017 Q2	$358K	Buy	7,276 +3,028	+71%	+$147K	0.24%	44
2017 Q1	$203K	Hold	4,248	–	–	0.14%	74
2016 Q4	$193K	Sell	4,248 -276	-6%	-$12.2K	0.14%	85
2016 Q3	$198K	Buy	4,524 +3,596	+388%	+$158K	0.17%	61
2016 Q2	$39K	Hold	928	–	–	0.03%	156
2016 Q1	$38K	Hold	928	–	–	0.03%	154
2015 Q4	$37K	Hold	928	–	–	0.03%	161
2015 Q3	$36K	Hold	928	–	–	0.03%	165
2015 Q2	$39K	Hold	928	–	–	0.03%	167
2015 Q1	$40K	Hold	928	–	–	0.03%	165
2014 Q4	$37K	Buy	+928	New	+$36K	0.03%	183

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

Glassman Wealth Services's IJK Position: Q2 2026 in Review

Glassman Wealth Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 28% in Q2 2026, buying an estimated $112K and bringing the position to 4,640 shares worth $545K. The position accounts for 0.07% of the portfolio, ranked #47.

Glassman Wealth Services first reported a position in IJK in Q4 2014 and has held it in 47 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Glassman Wealth Services held 4,640 shares of iShares S&P Mid-Cap 400 Growth ETF worth $545K as of Q2 2026.
Glassman Wealth Services bought 1,004 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $112K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Glassman Wealth Services's portfolio in Q2 2026, its #47 holding.
Glassman Wealth Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 47 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.