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John A. Wolfe & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

John A. Wolfe & Associates’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 		$72.5K Buy
617
+1
+0.2% +$111 0.1% 40
2026
Q1 		$62K Buy
+616
New +$63.3K 0.1% 40

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

John A. Wolfe & Associates's IJK Position: Q2 2026 in Review

John A. Wolfe & Associates increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.16% in Q2 2026, buying an estimated $111 and bringing the position to 617 shares worth $72.5K. The position accounts for 0.1% of the portfolio, ranked #40.

John A. Wolfe & Associates first reported a position in IJK in Q1 2026 and has held it in 2 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • John A. Wolfe & Associates held 617 shares of iShares S&P Mid-Cap 400 Growth ETF worth $72.5K as of Q2 2026.
  • John A. Wolfe & Associates bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of John A. Wolfe & Associates's portfolio in Q2 2026, its #40 holding.
  • John A. Wolfe & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.