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

Goldenstone 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 		$441K Sell
3,750
-136
-3% -$15.1K 0.29% 56
2026
Q1 		$391K Hold
3,886
– – 0.28% 56
2025
Q4 		$376K Buy
+3,886
New +$374K 0.28% 53

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Goldenstone Wealth Management's IJK Position: Q2 2026 in Review

Goldenstone Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.5% in Q2 2026, selling an estimated $15.1K and leaving 3,750 shares worth $441K. The position accounts for 0.29% of the portfolio, ranked #56.

Goldenstone Wealth Management first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Goldenstone Wealth Management held 3,750 shares of iShares S&P Mid-Cap 400 Growth ETF worth $441K as of Q2 2026.
  • Goldenstone Wealth Management sold 136 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $15.1K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.29% of Goldenstone Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Goldenstone Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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