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

Maltin 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	$4.63M	Buy	39,385 +1,402	+4%	+$156K	1.55%	18
2026 Q1	$3.82M	Buy	37,983 +1,567	+4%	+$161K	1.46%	23
2025 Q4	$3.53M	Buy	36,416 +1,936	+6%	+$186K	1.4%	25
2025 Q3	$3.31M	Buy	34,480 +713	+2%	+$67.2K	1.37%	27
2025 Q2	$3.07M	Buy	33,767 +2,480	+8%	+$212K	1.38%	27
2025 Q1	$2.61M	Buy	31,287 +1,296	+4%	+$117K	1.22%	27
2024 Q4	$2.73M	Buy	29,991 +2,419	+9%	+$228K	1.34%	24
2024 Q3	$2.53M	Buy	27,572 +2,183	+9%	+$195K	1.23%	29
2024 Q2	$2.24M	Buy	25,389 +2,015	+9%	+$178K	1.2%	27
2024 Q1	$2.13M	Buy	23,374 +2,980	+15%	+$249K	1.2%	26
2023 Q4	$1.62M	Buy	20,394 +134	+0.7%	+$9.83K	1.03%	33
2023 Q3	$1.46M	Buy	20,260 +15	+0.1%	+$1.13K	1.02%	37
2023 Q2	$1.52M	Buy	20,245 +123	+0.6%	+$8.78K	1.07%	31
2023 Q1	$1.44M	Buy	20,122 +598	+3%	+$42.7K	1.04%	34
2022 Q4	$1.33M	Buy	19,524 +390	+2%	+$26.8K	0.97%	39
2022 Q3	$1.21M	Buy	19,134 +944	+5%	+$65.2K	0.95%	38
2022 Q2	$1.16M	Sell	18,190 -2,164	-11%	-$152K	0.84%	43
2022 Q1	$1.57M	Buy	20,354 +477	+2%	+$36.9K	1.04%	34
2021 Q4	$1.7M	Buy	19,877 +2,473	+14%	+$207K	1.02%	31
2021 Q3	$1.38M	Buy	17,404 +1,123	+7%	+$91.2K	0.85%	35
2021 Q2	$1.32M	Buy	16,281 +2,045	+14%	+$164K	0.8%	40
2021 Q1	$1.12M	Buy	14,236 +792	+6%	+$61K	0.72%	43
2020 Q4	$971K	Sell	13,444 -784	-6%	-$52.3K	0.68%	40
2020 Q3	$851K	Sell	14,228 -468	-3%	-$27.8K	0.61%	42
2020 Q2	$823K	Buy	14,696 +180	+1%	+$9.35K	0.62%	40
2020 Q1	$648K	Sell	14,516 -3,060	-17%	-$168K	0.55%	44
2019 Q4	$1.05M	Buy	+17,576	New	+$1.01M	0.68%	34

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

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

Maltin Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.7% in Q2 2026, buying an estimated $156K and bringing the position to 39,385 shares worth $4.63M. The position accounts for 1.55% of the portfolio, ranked #18.

Maltin Wealth Management first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Maltin Wealth Management held 39,385 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.63M as of Q2 2026.
Maltin Wealth Management bought 1,402 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $156K.
iShares S&P Mid-Cap 400 Growth ETF made up 1.55% of Maltin Wealth Management's portfolio in Q2 2026, its #18 holding.
Maltin Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.