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

Modern 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	$50M	Buy	491,460 +489,007	+19,935%	+$50.2M	0.86%	26
2025 Q4	$238K	Sell	2,453 -349	-12%	-$33.6K	﹤0.01%	760
2025 Q3	$269K	Sell	2,802 -3	-0.1%	-$283	0.01%	675
2025 Q2	$255K	Sell	2,805 -58	-2%	-$4.97K	0.01%	657
2025 Q1	$238K	Buy	+2,863	New	+$258K	0.01%	595
2024 Q4	–	Sell	-737,848	Closed	-$67.8M	–	589
2024 Q3	$67.8M	Sell	737,848 -31,192	-4%	-$2.79M	4.16%	6
2024 Q2	$67.8M	Buy	+769,040	New	+$68M	5%	5
2024 Q1	–	Sell	-411,951	Closed	-$32.6M	–	303
2023 Q4	$32.6M	Buy	+411,951	New	+$30.2M	4.12%	6

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Modern Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 19,935% in Q1 2026, buying an estimated $50.2M and bringing the position to 491,460 shares worth $50M. The position accounts for 0.86% of the portfolio, ranked #26.

Modern Wealth Management first reported a position in IJK in Q4 2023 and has held it in 8 quarters since. The position peaked at $67.8M in Q3 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Modern Wealth Management held 491,460 shares of iShares S&P Mid-Cap 400 Growth ETF worth $50M as of Q1 2026.
Modern Wealth Management bought 489,007 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $50.2M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.86% of Modern Wealth Management's portfolio in Q1 2026, its #26 holding.
Modern Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Modern Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $67.8M 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 Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.