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

Noble Wealth Management PBC’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 		$307K Buy
2,611
+762
+41% +$84.6K 0.14% 130
2026
Q1 		$186K Sell
1,849
-103
-5% -$10.6K 0.09% 152
2025
Q4 		$189K Buy
1,952
+54
+3% +$5.2K 0.1% 145
2025
Q3 		$182K Buy
+1,898
New +$179K 0.1% 143
2025
Q1 		$138K Sell
1,660
-77
-4% -$6.94K 0.09% 146
2024
Q4 		$158K Buy
+1,737
New +$164K 0.11% 127

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Noble Wealth Management PBC's IJK Position: Q2 2026 in Review

Noble Wealth Management PBC increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 41% in Q2 2026, buying an estimated $84.6K and bringing the position to 2,611 shares worth $307K. The position accounts for 0.14% of the portfolio, ranked #130.

Noble Wealth Management PBC first reported a position in IJK in Q4 2024 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Noble Wealth Management PBC held 2,611 shares of iShares S&P Mid-Cap 400 Growth ETF worth $307K as of Q2 2026.
  • Noble Wealth Management PBC bought 762 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $84.6K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.14% of Noble Wealth Management PBC's portfolio in Q2 2026, its #130 holding.
  • Noble Wealth Management PBC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 476 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.