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

Laurel Oak 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	$672K	Buy	5,719 +339	+6%	+$37.7K	0.1%	163
2026 Q1	$541K	Buy	5,380 +1,045	+24%	+$107K	0.09%	180
2025 Q4	$420K	Buy	+4,335	New	+$417K	0.07%	215

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

Laurel Oak Wealth Management's IJK Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.3% in Q2 2026, buying an estimated $37.7K and bringing the position to 5,719 shares worth $672K. The position accounts for 0.1% of the portfolio, ranked #163.

Laurel Oak Wealth Management first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Laurel Oak Wealth Management held 5,719 shares of iShares S&P Mid-Cap 400 Growth ETF worth $672K as of Q2 2026.
Laurel Oak Wealth Management bought 339 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $37.7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #163 holding.
Laurel Oak Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.