Global Wealth Strategies & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-562	Closed	-$56.5K	–	244
2026 Q1	$56.5K	Hold	562	–	–	0.01%	160
2025 Q4	$54.4K	Hold	562	–	–	0.01%	147
2025 Q3	$53.9K	Buy	+562	New	+$52.9K	0.01%	145
2023 Q3	–	Sell	-31	Closed	-$2.33K	–	356
2023 Q2	$2.33K	Buy	+31	New	+$2.21K	﹤0.01%	246

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

Global Wealth Strategies & Associates's IJK Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 562 shares — an estimated $56.5K sold.

Global Wealth Strategies & Associates first reported a position in IJK in Q2 2023 and held it in 4 quarters. The position peaked at $56.5K in Q1 2026. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 562 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $56.5K.
Global Wealth Strategies & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and held it in 4 quarters.
Global Wealth Strategies & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $56.5K 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 Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.