LWM
IJK icon

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

Liberty 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 		$231K Hold
2,293
– – 0.03% 243
2026
Q1 		$231K Buy
2,293
+1
+0% +$103 0.03% 243
2025
Q4 		$222K Buy
2,292
+2
+0.1% +$193 0.03% 233
2025
Q3 		$220K Buy
2,290
+1
+0% +$94 0.03% 224
2025
Q2 		$208K Buy
+2,289
New +$196K 0.03% 218
2025
Q1 		– Sell
-2,286
Closed -$208K – 174
2024
Q4 		$208K Buy
2,286
+2
+0.1% +$188 0.03% 202
2024
Q3 		$210K Buy
2,284
+1
+0% +$89 0.04% 201
2024
Q2 		$201K Buy
2,283
+2
+0.1% +$177 0.04% 196
2024
Q1 		$208K Sell
2,281
-455
-17% -$38K 0.04% 179
2023
Q4 		$217K Buy
+2,736
New +$201K 0.05% 154
2021
Q4 		– Sell
-2,533
Closed -$212K – 160
2021
Q3 		$201K Buy
2,533
+1
+0% +$81 0.07% 164
2021
Q2 		$205K Buy
2,532
+2
+0.1% +$161 0.08% 129
2021
Q1 		$190K Hold
2,530
– – 0.09% 111
2020
Q4 		$190K Buy
2,530
+2
+0.1% +$133 0.09% 110
2020
Q3 		$151K Hold
2,528
– – 0.09% 117
2020
Q2 		$142K Buy
2,528
+116
+5% +$6.02K 0.1% 114
2020
Q1 		$108K Hold
2,412
– – 0.09% 129
2019
Q4 		$144K Buy
2,412
+4
+0.2% +$229 0.11% 122
2019
Q3 		$135K Sell
2,408
-3,264
-58% -$184K 0.13% 120
2019
Q2 		$321K Buy
5,672
+3,268
+136% +$181K 0.28% 78
2019
Q1 		$131K Buy
2,404
+4
+0.2% +$211 0.1% 114
2018
Q4 		$114K Buy
+2,400
New +$126K 0.09% 119

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

Liberty Wealth Management's IJK Position: Q2 2026 in Review

Liberty Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,293 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #243.

Liberty Wealth Management first reported a position in IJK in Q4 2018 and has held it in 22 quarters since. The position peaked at $321K in Q2 2019. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Liberty Wealth Management held 2,293 shares of iShares S&P Mid-Cap 400 Growth ETF worth $231K as of Q2 2026.
  • Liberty Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #243 holding.
  • Liberty Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 22 quarters since.
  • Liberty Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $321K in Q2 2019.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.