KWMG LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

KWMG LLC’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	$221K	Buy	+1,880	New	+$209K	0.02%	148
2019 Q2	–	Sell	-232	Closed	-$13K	–	264
2019 Q1	$13K	Hold	232	–	–	﹤0.01%	264
2018 Q4	$11K	Hold	232	–	–	﹤0.01%	272
2018 Q3	$14K	Buy	232 +52	+29%	+$3.02K	﹤0.01%	261
2018 Q2	$10K	Buy	+180	New	+$10.1K	﹤0.01%	282

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

KWMG LLC's IJK Position: Q2 2026 in Review

KWMG LLC opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,880 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #148 among its holdings. This is a return to the name: KWMG LLC previously reported a position in IJK as recently as Q1 2019.

KWMG LLC first reported a position in IJK in Q2 2018 and has held it in 5 quarters since. 991 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

KWMG LLC held 1,880 shares of iShares S&P Mid-Cap 400 Growth ETF worth $221K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new KWMG LLC position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of KWMG LLC's portfolio in Q2 2026, its #148 holding.
KWMG LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 5 quarters since.
991 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.