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

HB 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 		$8M Hold
68,061
– – 0.04% 198
2026
Q1 		$6.85M Buy
68,061
+1,751
+3% +$180K 0.04% 207
2025
Q4 		$6.42M Sell
66,310
-208
-0.3% -$20K 0.04% 222
2025
Q3 		$6.38M Buy
66,518
+2,261
+4% +$213K 0.04% 219
2025
Q2 		$5.85M Sell
64,257
-2,260
-3% -$194K 0.05% 202
2025
Q1 		$5.54M Buy
66,517
+6,985
+12% +$629K 0.05% 211
2024
Q4 		$5.41M Hold
59,532
– – 0.06% 156
2024
Q3 		$5.47M Hold
59,532
– – 0.06% 146
2024
Q2 		$5.25M Buy
59,532
+1,830
+3% +$162K 0.06% 145
2024
Q1 		$5.27M Buy
57,702
+2,941
+5% +$245K 0.07% 144
2023
Q4 		$4.34M Hold
54,761
– – 0.06% 151
2023
Q3 		$3.96M Sell
54,761
-2,544
-4% -$192K 0.06% 146
2023
Q2 		$4.3M Sell
57,305
-187
-0.3% -$13.4K 0.07% 138
2023
Q1 		$4.11M Sell
57,492
-365
-0.6% -$26.1K 0.07% 139
2022
Q4 		$3.95M Sell
57,857
-948
-2% -$65.2K 0.07% 136
2022
Q3 		$3.71M Sell
58,805
-392
-0.7% -$27.1K 0.08% 121
2022
Q2 		$3.77M Sell
59,197
-1,393
-2% -$97.8K 0.08% 124
2022
Q1 		$4.68M Buy
60,590
+27,132
+81% +$2.1M 0.09% 114
2021
Q4 		$2.85M Buy
+33,458
New +$2.81M 0.06% 131

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

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

HB Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 68,061 shares worth $8M. The position accounts for 0.04% of the portfolio, ranked #198.

HB Wealth Management first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • HB Wealth Management held 68,061 shares of iShares S&P Mid-Cap 400 Growth ETF worth $8M as of Q2 2026.
  • HB 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 0.04% of HB Wealth Management's portfolio in Q2 2026, its #198 holding.
  • HB Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.