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

Mattern 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	$499K	Sell	4,249 -108	-2%	-$12K	0.08%	108
2026 Q1	$438K	Sell	4,357 -804	-16%	-$82.6K	0.09%	97
2025 Q4	$500K	Hold	5,161	–	–	0.1%	92
2025 Q3	$495K	Sell	5,161 -75	-1%	-$7.07K	0.1%	91
2025 Q2	$476K	Sell	5,236 -488	-9%	-$41.8K	0.1%	95
2025 Q1	$477K	Buy	5,724 +208	+4%	+$18.7K	0.11%	99
2024 Q4	$502K	Sell	5,516 -472	-8%	-$44.4K	0.11%	100
2024 Q3	$550K	Hold	5,988	–	–	0.12%	99
2024 Q2	$528K	Hold	5,988	–	–	0.13%	101
2024 Q1	$546K	Buy	5,988 +153	+3%	+$12.8K	0.13%	102
2023 Q4	$462K	Buy	5,835 +2	+0%	+$147	0.12%	113
2023 Q3	$421K	Hold	5,833	–	–	0.12%	110
2023 Q2	$437K	Sell	5,833 -397	-6%	-$28.3K	0.13%	111
2023 Q1	$446K	Hold	6,230	–	–	0.15%	119
2022 Q4	$426K	Sell	6,230 -400	-6%	-$27.5K	0.17%	109
2022 Q3	$418K	Hold	6,630	–	–	0.17%	107
2022 Q2	$423K	Sell	6,630 -1,959	-23%	-$138K	0.17%	103
2022 Q1	$664K	Sell	8,589 -5,350	-38%	-$413K	0.22%	88
2021 Q4	$1.19M	Sell	13,939 -40	-0.3%	-$3.35K	0.35%	71
2021 Q3	$1.11M	Hold	13,979	–	–	0.37%	71
2021 Q2	$1.1M	Sell	13,979 -3,099	-18%	-$249K	0.35%	72
2021 Q1	$1.34M	Sell	17,078 -10,537	-38%	-$812K	0.47%	57
2020 Q4	$1.99M	Buy	27,615 +9,447	+52%	+$630K	0.75%	36
2020 Q3	$1.09M	Buy	18,168 +6,852	+61%	+$408K	0.47%	65
2020 Q2	$634K	Sell	11,316 -14,412	-56%	-$748K	0.31%	83
2020 Q1	$1.15M	Buy	25,728 +6,096	+31%	+$335K	0.83%	36
2019 Q4	$1.17M	Buy	+19,632	New	+$1.13M	0.7%	55

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

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

Mattern Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.5% in Q2 2026, selling an estimated $12K and leaving 4,249 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #108.

Mattern Wealth Management first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.99M in Q4 2020. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Mattern Wealth Management held 4,249 shares of iShares S&P Mid-Cap 400 Growth ETF worth $499K as of Q2 2026.
Mattern Wealth Management sold 108 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $12K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Mattern Wealth Management's portfolio in Q2 2026, its #108 holding.
Mattern 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.
Mattern Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.99M in Q4 2020.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.