MPWM Advisory Solutions’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

MPWM Advisory Solutions’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	$18.8K	Hold	160	–	–	0.01%	285
2026 Q1	$16.1K	Hold	160	–	–	0.01%	292
2025 Q4	$15.5K	Hold	160	–	–	0.01%	277
2025 Q3	$15.3K	Hold	160	–	–	0.01%	256
2025 Q2	$14.6K	Hold	160	–	–	0.01%	270
2025 Q1	$13.3K	Hold	160	–	–	0.01%	281
2024 Q4	$14.5K	Buy	+160	New	+$15.1K	0.01%	283

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

MPWM Advisory Solutions's IJK Position: Q2 2026 in Review

MPWM Advisory Solutions held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 160 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #285.

MPWM Advisory Solutions first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

MPWM Advisory Solutions held 160 shares of iShares S&P Mid-Cap 400 Growth ETF worth $18.8K as of Q2 2026.
MPWM Advisory Solutions 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 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #285 holding.
MPWM Advisory Solutions first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.