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

Mowery & Schoenfeld 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	$1.55M	Hold	13,200	–	–	2.11%	11
2026 Q1	$1.33M	Hold	13,200	–	–	2.03%	14
2025 Q4	$1.28M	Hold	13,200	–	–	1.85%	12
2025 Q3	$1.27M	Hold	13,200	–	–	2.17%	11
2025 Q2	$1.2M	Hold	13,200	–	–	1.82%	10
2025 Q1	$1.1M	Hold	13,200	–	–	2.15%	9
2024 Q4	$1.2M	Hold	13,200	–	–	2.33%	7
2024 Q3	$1.21M	Hold	13,200	–	–	1.92%	11
2024 Q2	$1.16M	Hold	13,200	–	–	1.67%	10
2024 Q1	$1.2M	Hold	13,200	–	–	2.32%	9
2023 Q4	$1.05M	Buy	+13,200	New	+$969K	2.11%	8

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

Mowery & Schoenfeld Wealth Management's IJK Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 13,200 shares worth $1.55M. The position accounts for 2.11% of the portfolio, ranked #11.

Mowery & Schoenfeld Wealth Management first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 13,200 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.55M as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 2.11% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #11 holding.
Mowery & Schoenfeld Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.