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

IHT 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	$1.3M	Sell	11,047 -1,871	-14%	-$208K	0.03%	521
2026 Q1	$1.3M	Sell	12,918 -451	-3%	-$46.3K	0.03%	493
2025 Q4	$1.3M	Sell	13,369 -150	-1%	-$14.4K	0.03%	463
2025 Q3	$1.3M	Sell	13,519 -26	-0.2%	-$2.45K	0.03%	450
2025 Q2	$1.23M	Sell	13,545 -939	-6%	-$80.4K	0.03%	441
2025 Q1	$1.21M	Sell	14,484 -124	-0.8%	-$11.2K	0.04%	423
2024 Q4	$1.33M	Sell	14,608 -2,624	-15%	-$247K	0.04%	361
2024 Q3	$1.58M	Buy	17,232 +3,812	+28%	+$341K	0.04%	378
2024 Q2	$1.18M	Sell	13,420 -107	-0.8%	-$9.46K	0.04%	380
2024 Q1	$1.23M	Sell	13,527 -861	-6%	-$71.8K	0.05%	363
2023 Q4	$1.14M	Sell	14,388 -2,614	-15%	-$192K	0.05%	353
2023 Q3	$1.23M	Buy	17,002 +4	+0%	+$302	0.06%	301
2023 Q2	$1.27M	Buy	16,998 +3,802	+29%	+$271K	0.07%	279
2023 Q1	$944K	Sell	13,196 -148	-1%	-$10.6K	0.05%	322
2022 Q4	$911K	Sell	13,344 -102	-0.8%	-$7.01K	0.06%	321
2022 Q3	$847K	Buy	13,446 +2,716	+25%	+$188K	0.06%	313
2022 Q2	$684K	Sell	10,730 -1	-0%	-$70	0.06%	303
2022 Q1	$829K	Sell	10,731 -65	-0.6%	-$5.02K	0.06%	292
2021 Q4	$920K	Sell	10,796 -299	-3%	-$25.1K	0.07%	283
2021 Q3	$879K	Sell	11,095 -733	-6%	-$59.5K	0.07%	272
2021 Q2	$957K	Buy	11,828 +1	+0%	+$80	0.06%	331
2021 Q1	$927K	Sell	11,827 -188	-2%	-$14.5K	0.07%	283
2020 Q4	$868K	Sell	12,015 -49	-0.4%	-$3.27K	0.07%	265
2020 Q3	$721K	Buy	12,064 +956	+9%	+$56.9K	0.07%	259
2020 Q2	$622K	Sell	11,108 -2,368	-18%	-$123K	0.09%	246
2020 Q1	$601K	Buy	13,476 +1,268	+10%	+$69.8K	0.09%	246
2019 Q4	$727K	Sell	12,208 -1,408	-10%	-$80.7K	0.09%	263
2019 Q3	$762K	Buy	13,616 +580	+4%	+$32.6K	0.1%	232
2019 Q2	$737K	Buy	13,036 +1,068	+9%	+$59.2K	0.11%	221
2019 Q1	$656K	Buy	11,968 +304	+3%	+$16K	0.11%	217
2018 Q4	$558K	Buy	11,664 +1,136	+11%	+$59.5K	0.11%	218
2018 Q3	$613K	Buy	10,528 +24	+0.2%	+$1.39K	0.13%	193
2018 Q2	$590K	Sell	10,504 -572	-5%	-$32K	0.15%	178
2018 Q1	$590K	Buy	11,076 +520	+5%	+$28.8K	0.16%	163
2017 Q4	$586K	Buy	10,556 +5,356	+103%	+$282K	0.16%	162
2017 Q3	$267K	Sell	5,200 -2,740	-35%	-$135K	0.11%	202
2017 Q2	$1K	Buy	7,940 +5,768	+266%	+$280K	﹤0.01%	1318
2017 Q1	$71K	Buy	2,172 +2,156	+13,475%	+$102K	0.05%	344
2016 Q4	$1K	Buy	+16	New	+$704	﹤0.01%	1121

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

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

IHT Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 14% in Q2 2026, selling an estimated $208K and leaving 11,047 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #521.

IHT Wealth Management first reported a position in IJK in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.58M in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

IHT Wealth Management held 11,047 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.3M as of Q2 2026.
IHT Wealth Management sold 1,871 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $208K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #521 holding.
IHT Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 39 quarters since.
IHT Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.58M in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.