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

Outlook 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 Q2	$832K	Hold	7,077	–	–	0.18%	120
2026 Q1	$712K	Sell	7,077 -583	-8%	-$59.9K	0.17%	128
2025 Q4	$742K	Hold	7,660	–	–	0.17%	118
2025 Q3	$735K	Sell	7,660 -404	-5%	-$38.1K	0.18%	114
2025 Q2	$734K	Sell	8,064 -824	-9%	-$70.6K	0.19%	105
2025 Q1	$740K	Hold	8,888	–	–	0.21%	98
2024 Q4	$808K	Hold	8,888	–	–	0.23%	90
2024 Q3	$817K	Hold	8,888	–	–	0.23%	83
2024 Q2	$1.48M	Hold	8,888	–	–	0.46%	42
2024 Q1	$811K	Sell	8,888 -28	-0.3%	-$2.34K	0.25%	80
2023 Q4	$706K	Buy	8,916 +28	+0.3%	+$2.05K	0.25%	84
2023 Q3	$642K	Hold	8,888	–	–	0.25%	105
2023 Q2	$667K	Hold	8,888	–	–	0.25%	108
2023 Q1	$636K	Hold	8,888	–	–	0.28%	93
2022 Q4	$607K	Sell	8,888 -8,847	-50%	-$608K	0.29%	96
2022 Q3	$1.12M	Sell	17,735 -227	-1%	-$15.7K	0.5%	47
2022 Q2	$1.15M	Sell	17,962 -622	-3%	-$43.7K	0.47%	56
2022 Q1	$1.44M	Sell	18,584 -64	-0.3%	-$4.95K	0.48%	53
2021 Q4	$1.59M	Sell	18,648 -488	-3%	-$40.9K	0.47%	47
2021 Q3	$1.51M	Sell	19,136 -1,154	-6%	-$93.7K	0.5%	50
2021 Q2	$1.64M	Sell	20,290 -6,377	-24%	-$512K	0.53%	46
2021 Q1	$2.09M	Sell	26,667 -350	-1%	-$27K	0.73%	34
2020 Q4	$1.95M	Sell	27,017 -843	-3%	-$56.2K	0.71%	34
2020 Q3	$1.67M	Sell	27,860 -1,836	-6%	-$109K	0.66%	38
2020 Q2	$1.66M	Sell	29,696 -1,008	-3%	-$52.4K	0.7%	40
2020 Q1	$1.37M	Sell	30,704 -1,792	-6%	-$98.6K	0.77%	33
2019 Q4	$1.94M	Sell	32,496 -8	-0%	-$459	1.09%	22
2019 Q3	$1.82M	Sell	32,504 -3,184	-9%	-$179K	1.08%	25
2019 Q2	$2.02M	Buy	35,688 +14,416	+68%	+$799K	1.33%	19
2019 Q1	$1.17M	Sell	21,272 -15,048	-41%	-$794K	0.96%	25
2018 Q4	$1.74M	Buy	+36,320	New	+$1.9M	0.79%	28

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

Outlook Wealth Advisors's IJK Position: Q2 2026 in Review

Outlook Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 7,077 shares worth $832K. The position accounts for 0.18% of the portfolio, ranked #120.

Outlook Wealth Advisors first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.09M in Q1 2021. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Outlook Wealth Advisors held 7,077 shares of iShares S&P Mid-Cap 400 Growth ETF worth $832K as of Q2 2026.
Outlook Wealth Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.18% of Outlook Wealth Advisors's portfolio in Q2 2026, its #120 holding.
Outlook Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Outlook Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.09M in Q1 2021.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.