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

Horizon 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 Q1	$277K	Hold	2,755	–	–	0.04%	116
2025 Q4	$267K	Hold	2,755	–	–	0.04%	109
2025 Q3	$264K	Hold	2,755	–	–	0.04%	106
2025 Q2	$251K	Hold	2,755	–	–	0.04%	89
2025 Q1	$229K	Hold	2,755	–	–	0.04%	90
2024 Q4	$251K	Buy	+2,755	New	+$259K	0.04%	79

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

Horizon Wealth Management's IJK Position: Q1 2026 in Review

Horizon Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,755 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #116.

Horizon Wealth Management first reported a position in IJK in Q4 2024 and has held it in 6 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Horizon Wealth Management held 2,755 shares of iShares S&P Mid-Cap 400 Growth ETF worth $277K as of Q1 2026.
Horizon Wealth Management 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 0.04% of Horizon Wealth Management's portfolio in Q1 2026, its #116 holding.
Horizon Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.