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

Mine & Arao Wealth Creation & 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
Q1 		$617K Sell
6,133
-46
-0.7% -$4.73K 0.26% 38
2025
Q4 		$599K Buy
6,179
+109
+2% +$10.5K 0.23% 45
2025
Q3 		$582K Buy
6,070
+5
+0.1% +$471 0.24% 45
2025
Q2 		$552K Buy
6,065
+6
+0.1% +$514 0.25% 43
2025
Q1 		$505K Buy
6,059
+4
+0.1% +$360 0.25% 44
2024
Q4 		$551K Sell
6,055
-793
-12% -$74.7K 0.25% 42
2024
Q3 		$629K Buy
6,848
+58
+0.9% +$5.19K 0.29% 39
2024
Q2 		$598K Buy
6,790
+255
+4% +$22.5K 0.29% 38
2024
Q1 		$596K Buy
6,535
+6
+0.1% +$500 0.3% 38
2023
Q4 		$517K Buy
6,529
+26
+0.4% +$1.91K 0.28% 41
2023
Q3 		$470K Hold
6,503
– – 0.29% 40
2023
Q2 		$488K Sell
6,503
-202
-3% -$14.4K 0.29% 38
2023
Q1 		$479K Buy
6,705
+11
+0.2% +$786 0.31% 40
2022
Q4 		$457K Buy
6,694
+26
+0.4% +$1.79K 0.34% 42
2022
Q3 		$420K Hold
6,668
– – 0.31% 42
2022
Q2 		$425K Buy
6,668
+9
+0.1% +$632 0.3% 46
2022
Q1 		$515K Buy
6,659
+7
+0.1% +$541 0.3% 43
2021
Q4 		$567K Buy
6,652
+109
+2% +$9.14K 0.31% 40
2021
Q3 		$518K Hold
6,543
– – 0.31% 41
2021
Q2 		$530K Buy
6,543
+3
+0% +$241 0.32% 41
2021
Q1 		$513K Buy
6,540
+300
+5% +$23.1K 0.34% 39
2020
Q4 		$451K Hold
6,240
– – 0.32% 43
2020
Q3 		$373K Buy
+6,240
New +$371K 0.31% 43

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IJK Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.74% in Q1 2026, selling an estimated $4.73K and leaving 6,133 shares worth $617K. The position accounts for 0.26% of the portfolio, ranked #38.

Mine & Arao Wealth Creation & Management first reported a position in IJK in Q3 2020 and has held it in 23 quarters since. The position peaked at $629K in Q3 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Mine & Arao Wealth Creation & Management held 6,133 shares of iShares S&P Mid-Cap 400 Growth ETF worth $617K as of Q1 2026.
  • Mine & Arao Wealth Creation & Management sold 46 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $4.73K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.26% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #38 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • Mine & Arao Wealth Creation & Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $629K in Q3 2024.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.