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 Q2	$1.05M	Buy	8,976 +2,873	+47%	+$319K	0.01%	459
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 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

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

Mission Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 47% in Q2 2026, buying an estimated $319K and bringing the position to 8,976 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #459.

Mission Wealth Management first reported a position in IJK in Q4 2019 and has held it in 25 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Mission Wealth Management held 8,976 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.05M as of Q2 2026.
Mission Wealth Management bought 2,873 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $319K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #459 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 25 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.