High Net Worth Advisory Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

High Net Worth Advisory Group’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 Q1	$272K	Hold	2,700	–	–	0.06%	206
2025 Q4	$262K	Hold	2,700	–	–	0.06%	202
2025 Q3	$259K	Hold	2,700	–	–	0.06%	204
2025 Q2	$246K	Hold	2,700	–	–	0.07%	198
2025 Q1	$225K	Hold	2,700	–	–	0.06%	199
2024 Q4	$246K	Sell	2,700 -380	-12%	-$35.8K	0.07%	190
2024 Q3	$283K	Hold	3,080	–	–	0.08%	177
2024 Q2	$271K	Hold	3,080	–	–	0.08%	172
2024 Q1	$281K	Hold	3,080	–	–	0.09%	167
2023 Q4	$244K	Hold	3,080	–	–	0.09%	169
2023 Q3	$222K	Hold	3,080	–	–	0.09%	176
2023 Q2	$231K	Buy	+3,080	New	+$220K	0.09%	170

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

High Net Worth Advisory Group's IJK Position: Q1 2026 in Review

High Net Worth Advisory Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,700 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #206.

High Net Worth Advisory Group first reported a position in IJK in Q2 2023 and has held it in 12 quarters since. The position peaked at $283K in Q3 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

High Net Worth Advisory Group held 2,700 shares of iShares S&P Mid-Cap 400 Growth ETF worth $272K as of Q1 2026.
High Net Worth Advisory Group left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of High Net Worth Advisory Group's portfolio in Q1 2026, its #206 holding.
High Net Worth Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 12 quarters since.
High Net Worth Advisory Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $283K in Q3 2024.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.