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 Q2	–	Sell	-8	Closed	-$805	–	260
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 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

Oak Harbor Wealth Partners's IJK Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 8 shares — an estimated $805 sold.

Oak Harbor Wealth Partners first reported a position in IJK in Q2 2025 and held it in 4 quarters. The position peaked at $805 in Q1 2026. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Oak Harbor Wealth Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
Oak Harbor Wealth Partners sold 8 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $805.
Oak Harbor Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and held it in 4 quarters.
Oak Harbor Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $805 in Q1 2026.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.