IWC
IJK icon

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

Integrated Wealth Concepts’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 		$15.8M Buy
156,931
+154,837
+7,394% +$15.9M 0.13% 161
2025
Q4 		$203K Sell
2,094
-158,703
-99% -$15.3M ﹤0.01% 1522
2025
Q3 		$15.4M Buy
160,797
+16
+0% +$1.51K 0.14% 141
2025
Q2 		$14.6M Sell
160,781
-1,470
-0.9% -$126K 0.15% 140
2025
Q1 		$13.5M Sell
162,251
-742
-0.5% -$66.8K 0.16% 137
2024
Q4 		$14.8M Buy
162,993
+3,653
+2% +$344K 0.17% 130
2024
Q3 		$14.6M Buy
159,340
+453
+0.3% +$40.5K 0.18% 125
2024
Q2 		$14M Sell
158,887
-3,464
-2% -$306K 0.19% 118
2024
Q1 		$14.8M Sell
162,351
-496
-0.3% -$41.4K 0.21% 113
2023
Q4 		$12.9M Sell
162,847
-1,547
-0.9% -$114K 0.21% 113
2023
Q3 		$11.9M Sell
164,394
-2,667
-2% -$201K 0.21% 116
2023
Q2 		$12.5M Buy
167,061
+1,361
+0.8% +$97.2K 0.21% 115
2023
Q1 		$11.8M Buy
165,700
+161,696
+4,038% +$11.5M 0.24% 102
2022
Q4 		$273K Sell
4,004
-1,278
-24% -$87.8K 0.01% 847
2022
Q3 		$333K Sell
5,282
-38
-0.7% -$2.62K 0.01% 705
2022
Q2 		$339K Buy
5,320
+1,284
+32% +$90.2K 0.01% 719
2022
Q1 		$312K Sell
4,036
-43
-1% -$3.32K 0.01% 724
2021
Q4 		$348K Sell
4,079
-47
-1% -$3.94K 0.01% 714
2021
Q3 		$327K Buy
4,126
+49
+1% +$3.98K 0.01% 707
2021
Q2 		$330K Buy
4,077
+430
+12% +$34.5K 0.01% 633
2021
Q1 		$286K Buy
+3,647
New +$281K 0.01% 601
2020
Q1 		– Sell
-8,528
Closed -$508K – 447
2019
Q4 		$508K Buy
8,528
+200
+2% +$11.5K 0.04% 268
2019
Q3 		$466K Buy
8,328
+100
+1% +$5.62K 0.05% 220
2019
Q2 		$465K Sell
8,228
-472
-5% -$26.2K 0.06% 191
2019
Q1 		$477K Buy
8,700
+476
+6% +$25.1K 0.08% 174
2018
Q4 		$393K Sell
8,224
-288
-3% -$15.1K 0.11% 147
2018
Q3 		$492K Buy
8,512
+1,116
+15% +$64.8K 0.15% 119
2018
Q2 		$416K Sell
7,396
-1,408
-16% -$78.7K 0.14% 130
2018
Q1 		$469K Buy
8,804
+1,044
+13% +$57.7K 0.19% 100
2017
Q4 		$431K Buy
+7,760
New +$409K 0.18% 105

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Integrated Wealth Concepts's IJK Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7,394% in Q1 2026, buying an estimated $15.9M and bringing the position to 156,931 shares worth $15.8M. The position accounts for 0.13% of the portfolio, ranked #161.

Integrated Wealth Concepts first reported a position in IJK in Q4 2017 and has held it in 30 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Integrated Wealth Concepts held 156,931 shares of iShares S&P Mid-Cap 400 Growth ETF worth $15.8M as of Q1 2026.
  • Integrated Wealth Concepts bought 154,837 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $15.9M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.13% of Integrated Wealth Concepts's portfolio in Q1 2026, its #161 holding.
  • Integrated Wealth Concepts first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 30 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.