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

Golden State Wealth Management’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	$4.23K	Hold	36	–	–	﹤0.01%	1289
2026 Q1	$3.62K	Hold	36	–	–	﹤0.01%	1267
2025 Q4	$3.49K	Hold	36	–	–	﹤0.01%	1302
2025 Q3	$3.45K	Hold	36	–	–	﹤0.01%	1314
2025 Q2	$3.28K	Hold	36	–	–	﹤0.01%	1296
2025 Q1	$3K	Buy	36 +22	+157%	+$1.98K	﹤0.01%	1259
2024 Q4	$1.27K	Buy	+14	New	+$1.32K	﹤0.01%	1321
2022 Q1	$361K	Sell	4,677 -140	-3%	-$10.8K	0.07%	214
2021 Q4	$411K	Hold	4,817	–	–	0.07%	242
2021 Q3	$381K	Hold	4,817	–	–	0.08%	199
2021 Q2	$390K	Buy	+4,817	New	+$387K	0.09%	195

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

Golden State Wealth Management's IJK Position: Q2 2026 in Review

Golden State Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 36 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Golden State Wealth Management first reported a position in IJK in Q2 2021 and has held it in 11 quarters since. The position peaked at $411K in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Golden State Wealth Management held 36 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.23K as of Q2 2026.
Golden State Wealth Management 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 ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1289 holding.
Golden State Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 11 quarters since.
Golden State Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $411K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.