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

Hubbell Strickland 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	$694K	Sell	6,899 -326	-5%	-$33.5K	0.28%	38
2025 Q4	$700K	Buy	7,225 +10	+0.1%	+$963	0.28%	38
2025 Q3	$692K	Sell	7,215 -1,125	-13%	-$106K	0.28%	38
2025 Q2	$759K	Sell	8,340 -247	-3%	-$21.2K	0.33%	36
2025 Q1	$715K	Buy	8,587 +6	+0.1%	+$540	0.34%	33
2024 Q4	$780K	Buy	8,581 +11	+0.1%	+$1.04K	0.37%	31
2024 Q3	$788K	Buy	8,570 +11	+0.1%	+$984	0.37%	29
2024 Q2	$754K	Sell	8,559 -38	-0.4%	-$3.36K	0.38%	30
2024 Q1	$780K	Sell	8,597 -83	-1%	-$6.92K	0.39%	29
2023 Q4	$688K	Buy	8,680 +32	+0.4%	+$2.35K	0.38%	29
2023 Q3	$625K	Hold	8,648	–	–	0.37%	29
2023 Q2	$649K	Buy	8,648 +11	+0.1%	+$785	0.38%	30
2023 Q1	$618K	Sell	8,637 -65	-0.7%	-$4.64K	0.37%	31
2022 Q4	$594K	Buy	8,702 +12	+0.1%	+$825	0.36%	34
2022 Q3	$548K	Sell	8,690 -110	-1%	-$7.59K	0.38%	30
2022 Q2	$561K	Buy	8,800 +10	+0.1%	+$702	0.37%	32
2022 Q1	$679K	Buy	8,790 +9	+0.1%	+$696	0.4%	30
2021 Q4	$749K	Buy	8,781 +10	+0.1%	+$838	0.41%	32
2021 Q3	$695K	Sell	8,771 -2,440	-22%	-$198K	0.42%	34
2021 Q2	$907K	Buy	11,211 +4	+0%	+$321	0.55%	27
2021 Q1	$878K	Buy	11,207 +71	+0.6%	+$5.47K	0.56%	26
2020 Q4	$804K	Buy	11,136 +584	+6%	+$38.9K	0.55%	27
2020 Q3	$631K	Buy	10,552 +8	+0.1%	+$476	0.49%	31
2020 Q2	$591K	Buy	10,544 +4	+0%	+$208	0.5%	30
2020 Q1	$470K	Buy	10,540 +428	+4%	+$23.5K	0.48%	32
2019 Q4	$602K	Buy	10,112 +212	+2%	+$12.2K	0.49%	31
2019 Q3	$554K	Buy	+9,900	New	+$557K	0.48%	30

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

Hubbell Strickland Wealth Management's IJK Position: Q1 2026 in Review

Hubbell Strickland Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.5% in Q1 2026, selling an estimated $33.5K and leaving 6,899 shares worth $694K. The position accounts for 0.28% of the portfolio, ranked #38.

Hubbell Strickland Wealth Management first reported a position in IJK in Q3 2019 and has held it in 27 quarters since. The position peaked at $907K in Q2 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Hubbell Strickland Wealth Management held 6,899 shares of iShares S&P Mid-Cap 400 Growth ETF worth $694K as of Q1 2026.
Hubbell Strickland Wealth Management sold 326 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $33.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.28% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #38 holding.
Hubbell Strickland Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2019 and has held it in 27 quarters since.
Hubbell Strickland Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $907K in Q2 2021.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.