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

Perfromance 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	$2.93M	Sell	24,898 -424	-2%	-$47.1K	0.07%	60
2026 Q1	$2.55M	Sell	25,322 -739	-3%	-$75.9K	0.07%	52
2025 Q4	$2.52M	Sell	26,061 -1,423	-5%	-$137K	0.07%	47
2025 Q3	$2.64M	Sell	27,484 -1,092	-4%	-$103K	0.07%	44
2025 Q2	$2.6M	Sell	28,576 -247	-0.9%	-$21.2K	0.08%	43
2025 Q1	$2.4M	Sell	28,823 -5,458	-16%	-$492K	0.09%	40
2024 Q4	$3.12M	Sell	34,281 -2,169	-6%	-$204K	0.1%	33
2024 Q3	$3.35M	Sell	36,450 -2,400	-6%	-$215K	0.12%	31
2024 Q2	$3.42M	Sell	38,850 -2,246	-5%	-$199K	0.13%	29
2024 Q1	$3.75M	Sell	41,096 -4,629	-10%	-$386K	0.16%	39
2023 Q4	$3.62M	Sell	45,725 -5,877	-11%	-$431K	0.16%	45
2023 Q3	$3.73M	Sell	51,602 -1,322	-2%	-$99.7K	0.18%	46
2023 Q2	$3.94M	Sell	52,924 -4,190	-7%	-$299K	0.18%	42
2023 Q1	$4.08M	Sell	57,114 -3,767	-6%	-$269K	0.21%	38
2022 Q4	$4.16M	Sell	60,881 -3,636	-6%	-$250K	0.25%	33
2022 Q3	$4.07M	Sell	64,517 -1,043	-2%	-$72K	0.24%	33
2022 Q2	$4.18M	Sell	65,560 -1,409	-2%	-$99K	0.23%	35
2022 Q1	$5.17M	Sell	66,969 -6,571	-9%	-$508K	0.23%	37
2021 Q4	$6.27M	Buy	+73,540	New	+$6.17M	0.25%	38

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

Perfromance Wealth Partners's IJK Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.7% in Q2 2026, selling an estimated $47.1K and leaving 24,898 shares worth $2.93M. The position accounts for 0.07% of the portfolio, ranked #60.

Perfromance Wealth Partners first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.27M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Perfromance Wealth Partners held 24,898 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.93M as of Q2 2026.
Perfromance Wealth Partners sold 424 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $47.1K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Perfromance Wealth Partners's portfolio in Q2 2026, its #60 holding.
Perfromance Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Perfromance Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.27M in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.