MWA
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Midland Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Midland Wealth Advisors’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 		$46.8M Sell
398,575
-13,732
-3% -$1.53M 2.2% 15
2026
Q1 		$41.5M Sell
412,307
-35,247
-8% -$3.62M 2.14% 15
2025
Q4 		$43.4M Sell
447,554
-42,012
-9% -$4.05M 2.26% 14
2025
Q3 		$46.9M Sell
489,566
-388,726
-44% -$36.6M 2.51% 11
2025
Q2 		$79.9M Buy
878,292
+9,835
+1% +$842K 4.42% 9
2025
Q1 		$72.3M Buy
868,457
+41,847
+5% +$3.77M 4.26% 9
2024
Q4 		$75.2M Sell
826,610
-7,752
-0.9% -$730K 4.52% 9
2024
Q3 		$76.7M Sell
834,362
-6,459
-0.8% -$578K 4.5% 9
2024
Q2 		$74.1M Buy
840,821
+10,501
+1% +$928K 4.39% 9
2024
Q1 		$75.8M Buy
830,320
+21,092
+3% +$1.76M 4.67% 9
2023
Q4 		$64.1M Buy
+809,228
New +$59.4M 4.39% 10

Other funds holding IJK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Midland Wealth Advisors's IJK Position: Q2 2026 in Review

Midland Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.3% in Q2 2026, selling an estimated $1.53M and leaving 398,575 shares worth $46.8M. The position accounts for 2.2% of the portfolio, ranked #15.

Midland Wealth Advisors first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. The position peaked at $79.9M in Q2 2025. 493 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Midland Wealth Advisors held 398,575 shares of iShares S&P Mid-Cap 400 Growth ETF worth $46.8M as of Q2 2026.
  • Midland Wealth Advisors sold 13,732 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.53M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 2.2% of Midland Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Midland Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Midland Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $79.9M in Q2 2025.
  • 493 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.