MWM
IJK icon

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

Mission 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
Q1 		$614K Buy
6,103
+30
+0.5% +$3.08K 0.01% 431
2025
Q4 		$588K Buy
6,073
+28
+0.5% +$2.7K 0.01% 454
2025
Q3 		$580K Buy
6,045
+1
+0% +$94 0.01% 454
2025
Q2 		$550K Sell
6,044
-6
-0.1% -$514 0.01% 454
2025
Q1 		$504K Buy
6,050
+649
+12% +$58.5K 0.01% 445
2024
Q4 		$491K Sell
5,401
-207
-4% -$19.5K 0.01% 431
2024
Q3 		$516K Sell
5,608
-435
-7% -$38.9K 0.01% 426
2024
Q2 		$532K Sell
6,043
-274
-4% -$24.2K 0.01% 394
2024
Q1 		$576K Buy
6,317
+797
+14% +$66.5K 0.02% 404
2023
Q4 		$437K Sell
5,520
-37
-0.7% -$2.71K 0.01% 403
2023
Q3 		$401K Buy
5,557
+36
+0.7% +$2.71K 0.02% 386
2023
Q2 		$414K Buy
5,521
+65
+1% +$4.64K 0.02% 388
2023
Q1 		$390K Buy
5,456
+299
+6% +$21.4K 0.02% 394
2022
Q4 		$352K Buy
5,157
+501
+11% +$34.4K 0.02% 396
2022
Q3 		$293K Buy
4,656
+1,160
+33% +$80.1K 0.02% 399
2022
Q2 		$223K Hold
3,496
– – 0.01% 456
2022
Q1 		$270K Hold
3,496
– – 0.01% 442
2021
Q4 		$298K Hold
3,496
– – 0.01% 438
2021
Q3 		$277K Hold
3,496
– – 0.01% 430
2021
Q2 		$283K Sell
3,496
-484
-12% -$38.8K 0.02% 412
2021
Q1 		$312K Hold
3,980
– – 0.02% 354
2020
Q4 		$287K Hold
3,980
– – 0.02% 343
2020
Q3 		$238K Buy
+3,980
New +$237K 0.02% 317
2020
Q1 		– Sell
-3,980
Closed -$237K – 326
2019
Q4 		$237K Buy
+3,980
New +$228K 0.02% 295

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

Mission Wealth Management's IJK Position: Q1 2026 in Review

Mission Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.49% in Q1 2026, buying an estimated $3.08K and bringing the position to 6,103 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #431.

Mission Wealth Management first reported a position in IJK in Q4 2019 and has held it in 24 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Mission Wealth Management held 6,103 shares of iShares S&P Mid-Cap 400 Growth ETF worth $614K as of Q1 2026.
  • Mission Wealth Management bought 30 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $3.08K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #431 holding.
  • Mission Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.