Mosaic Family Wealth Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Mosaic Family Wealth Partners’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	$600K	Buy	5,108 +1	+0%	+$111	0.04%	273
2026 Q1	$514K	Buy	5,107 +56	+1%	+$5.75K	0.05%	181
2025 Q4	$489K	Hold	5,051	–	–	0.05%	155
2025 Q3	$484K	Hold	5,051	–	–	0.06%	144
2025 Q2	$460K	Hold	5,051	–	–	0.06%	141
2025 Q1	$421K	Hold	5,051	–	–	0.06%	145
2024 Q4	$459K	Hold	5,051	–	–	0.07%	132
2024 Q3	$464K	Hold	5,051	–	–	0.07%	128
2024 Q2	$445K	Hold	5,051	–	–	0.07%	124
2024 Q1	$461K	Sell	5,051 -27	-0.5%	-$2.25K	0.08%	122
2023 Q4	$402K	Buy	5,078 +27	+0.5%	+$1.98K	0.07%	126
2023 Q3	$365K	Hold	5,051	–	–	0.07%	126
2023 Q2	$379K	Hold	5,051	–	–	0.07%	123
2023 Q1	$361K	Hold	5,051	–	–	0.08%	124
2022 Q4	$345K	Buy	+5,051	New	+$347K	0.1%	127

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

Mosaic Family Wealth Partners's IJK Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.02% in Q2 2026, buying an estimated $111 and bringing the position to 5,108 shares worth $600K. The position accounts for 0.04% of the portfolio, ranked #273.

Mosaic Family Wealth Partners first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Mosaic Family Wealth Partners held 5,108 shares of iShares S&P Mid-Cap 400 Growth ETF worth $600K as of Q2 2026.
Mosaic Family Wealth Partners bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #273 holding.
Mosaic Family Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.