Oakwell Private Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Oakwell Private Wealth Management’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	$227K	Buy	+1,932	New	+$215K	0.04%	76
2025 Q1	–	Sell	-4,361	Closed	-$397K	–	72
2024 Q4	$397K	Hold	4,361	–	–	0.11%	50
2024 Q3	$401K	Hold	4,361	–	–	0.12%	49
2024 Q2	$384K	Hold	4,361	–	–	0.11%	51
2024 Q1	$398K	Hold	4,361	–	–	0.12%	46
2023 Q4	$345K	Hold	4,361	–	–	0.12%	46
2023 Q3	$315K	Hold	4,361	–	–	0.13%	51
2023 Q2	$327K	Hold	4,361	–	–	0.14%	47
2023 Q1	$312K	Hold	4,361	–	–	0.14%	51
2022 Q4	$298K	Sell	4,361 -716	-14%	-$49.2K	0.14%	49
2022 Q3	$320K	Buy	5,077 +716	+16%	+$49.4K	0.18%	51
2022 Q2	$278K	Sell	4,361 -716	-14%	-$50.3K	0.16%	54
2022 Q1	$392K	Hold	5,077	–	–	0.2%	45
2021 Q4	$433K	Hold	5,077	–	–	0.22%	44
2021 Q3	$402K	Hold	5,077	–	–	0.22%	48
2021 Q2	$411K	Hold	5,077	–	–	0.26%	48
2021 Q1	$398K	Buy	5,077 +1,305	+35%	+$101K	0.28%	44
2020 Q4	$272K	Buy	+3,772	New	+$252K	0.21%	51

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

Oakwell Private Wealth Management's IJK Position: Q2 2026 in Review

Oakwell Private Wealth Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,932 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #76 among its holdings. This is a return to the name: Oakwell Private Wealth Management previously reported a position in IJK as recently as Q4 2024.

Oakwell Private Wealth Management first reported a position in IJK in Q4 2020 and has held it in 18 quarters since. The position peaked at $433K in Q4 2021. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Oakwell Private Wealth Management held 1,932 shares of iShares S&P Mid-Cap 400 Growth ETF worth $227K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Oakwell Private Wealth Management position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #76 holding.
Oakwell Private Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 18 quarters since.
Oakwell Private Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $433K in Q4 2021.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.