New Insight Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

New Insight Wealth Advisors’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	$237K	Sell	2,355 -25	-1%	-$2.57K	0.09%	100
2025 Q4	$231K	Buy	2,380 +80	+3%	+$7.7K	0.08%	101
2025 Q3	$221K	Sell	2,300 -11	-0.5%	-$1.04K	0.08%	102
2025 Q2	$210K	Buy	+2,311	New	+$198K	0.09%	102
2025 Q1	–	Sell	-2,311	Closed	-$210K	–	95
2024 Q4	$210K	Hold	2,311	–	–	0.11%	88
2024 Q3	$212K	Buy	+2,311	New	+$207K	0.11%	86

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

New Insight Wealth Advisors's IJK Position: Q1 2026 in Review

New Insight Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.1% in Q1 2026, selling an estimated $2.57K and leaving 2,355 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #100.

New Insight Wealth Advisors first reported a position in IJK in Q3 2024 and has held it in 6 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

New Insight Wealth Advisors held 2,355 shares of iShares S&P Mid-Cap 400 Growth ETF worth $237K as of Q1 2026.
New Insight Wealth Advisors sold 25 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $2.57K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of New Insight Wealth Advisors's portfolio in Q1 2026, its #100 holding.
New Insight Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 6 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.