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

GSB 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	$2.48M	Buy	21,144 +2,700	+15%	+$300K	0.5%	62
2026 Q1	$1.86M	Buy	18,444 +23	+0.1%	+$2.36K	0.42%	73
2025 Q4	$1.78M	Buy	18,421 +594	+3%	+$57.2K	0.4%	77
2025 Q3	$1.71M	Buy	17,827 +2,654	+17%	+$250K	0.39%	78
2025 Q2	$1.38M	Sell	15,173 -905	-6%	-$77.5K	0.34%	86
2025 Q1	$1.34M	Buy	16,078 +975	+6%	+$87.8K	0.35%	94
2024 Q4	$1.37M	Buy	15,103 +734	+5%	+$69.1K	0.35%	87
2024 Q3	$1.32M	Sell	14,369 -161	-1%	-$14.4K	0.34%	91
2024 Q2	$1.28M	Buy	14,530 +432	+3%	+$38.2K	0.35%	92
2024 Q1	$1.29M	Sell	14,098 -8,756	-38%	-$730K	0.36%	89
2023 Q4	$1.81M	Sell	22,854 -329	-1%	-$24.1K	0.56%	63
2023 Q3	$1.67M	Buy	23,183 +1,718	+8%	+$130K	0.56%	63
2023 Q2	$1.61M	Buy	21,465 +6,767	+46%	+$483K	0.52%	66
2023 Q1	$1.05M	Buy	+14,698	New	+$1.05M	0.34%	94

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

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

GSB Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 15% in Q2 2026, buying an estimated $300K and bringing the position to 21,144 shares worth $2.48M. The position accounts for 0.5% of the portfolio, ranked #62.

GSB Wealth Management first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

GSB Wealth Management held 21,144 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.48M as of Q2 2026.
GSB Wealth Management bought 2,700 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $300K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.5% of GSB Wealth Management's portfolio in Q2 2026, its #62 holding.
GSB Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.