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 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	Buy	21,272 +17,640	+486%	+$931K	0.96%	25
2018 Q4	$1.74M	Buy	+3,632	New	+$190K	0.79%	28

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Outlook Wealth Advisors's IJK Position: Q1 2026 in Review

Outlook Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.6% in Q1 2026, selling an estimated $59.9K and leaving 7,077 shares worth $712K. The position accounts for 0.17% of the portfolio, ranked #128.

Outlook Wealth Advisors first reported a position in IJK in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.09M in Q1 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Outlook Wealth Advisors held 7,077 shares of iShares S&P Mid-Cap 400 Growth ETF worth $712K as of Q1 2026.
Outlook Wealth Advisors sold 583 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $59.9K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Outlook Wealth Advisors's portfolio in Q1 2026, its #128 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 30 quarters since.
Outlook Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.09M in Q1 2021.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.