OHWP
IJK icon

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

Oak Harbor 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
Q1 		$805 Hold
8
– – ﹤0.01% 274
2025
Q4 		$775 Hold
8
– – ﹤0.01% 275
2025
Q3 		$767 Hold
8
– – ﹤0.01% 253
2025
Q2 		$728 Buy
+8
New +$685 ﹤0.01% 242

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oak Harbor Wealth Partners's IJK Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 8 shares worth $805. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Oak Harbor Wealth Partners first reported a position in IJK in Q2 2025 and has held it in 4 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Oak Harbor Wealth Partners held 8 shares of iShares S&P Mid-Cap 400 Growth ETF worth $805 as of Q1 2026.
  • Oak Harbor Wealth Partners left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #274 holding.
  • Oak Harbor Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.