IFWM
IJK icon

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

Institute for 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 		$347K Hold
2,956
– – 0.03% 402
2026
Q1 		$297K Buy
2,956
+57
+2% +$5.86K 0.03% 427
2025
Q4 		$281K Sell
2,899
-109
-4% -$10.5K 0.03% 449
2025
Q3 		$288K Sell
3,008
-24
-0.8% -$2.26K 0.03% 460
2025
Q2 		$276K Hold
3,032
– – 0.03% 451
2025
Q1 		$253K Hold
3,032
– – 0.03% 458
2024
Q4 		$276K Hold
3,032
– – 0.03% 417
2024
Q3 		$279K Hold
3,032
– – 0.04% 433
2024
Q2 		$267K Sell
3,032
-186
-6% -$16.4K 0.04% 411
2024
Q1 		$294K Sell
3,218
-315
-9% -$26.3K 0.04% 395
2023
Q4 		$280K Hold
3,533
– – 0.05% 385
2023
Q3 		$255K Sell
3,533
-60
-2% -$4.52K 0.05% 380
2023
Q2 		$269K Buy
3,593
+348
+11% +$24.8K 0.05% 382
2023
Q1 		$232K Buy
3,245
+141
+5% +$10.1K 0.04% 404
2022
Q4 		$212K Sell
3,104
-520
-14% -$35.7K 0.04% 415
2022
Q3 		$228K Hold
3,624
– – 0.05% 397
2022
Q2 		$231K Hold
3,624
– – 0.05% 461
2022
Q1 		$280K Hold
3,624
– – 0.05% 440
2021
Q4 		$309K Hold
3,624
– – 0.05% 371
2021
Q3 		$287K Hold
3,624
– – 0.05% 389
2021
Q2 		$293K Hold
3,624
– – 0.05% 381
2021
Q1 		$284K Sell
3,624
-180
-5% -$13.9K 0.05% 371
2020
Q4 		$275K Hold
3,804
– – 0.05% 367
2020
Q3 		$227K Sell
3,804
-268
-7% -$15.9K 0.05% 380
2020
Q2 		$228K Buy
+4,072
New +$211K 0.06% 373
2020
Q1 		– Sell
-4,152
Closed -$247K – 522
2019
Q4 		$247K Buy
4,152
+40
+1% +$2.29K 0.06% 382
2019
Q3 		$230K Sell
4,112
-20
-0.5% -$1.13K 0.06% 373
2019
Q2 		$234K Sell
4,132
-20
-0.5% -$1.11K 0.05% 404
2019
Q1 		$227K Buy
+4,152
New +$219K 0.05% 390
2018
Q1 		– Sell
-3,800
Closed -$205K – 322
2017
Q4 		$205K Buy
+3,800
New +$200K 0.05% 357

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

Institute for Wealth Management's IJK Position: Q2 2026 in Review

Institute for Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,956 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #402.

Institute for Wealth Management first reported a position in IJK in Q4 2017 and has held it in 30 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Institute for Wealth Management held 2,956 shares of iShares S&P Mid-Cap 400 Growth ETF worth $347K as of Q2 2026.
  • Institute for 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 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Institute for Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 30 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.