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	–	265
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

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Perkins Coie Trust Company Seattle, Washington $603M AUM 23.96% 1-Year Est. Return