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

Private Wealth Asset 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	$1.36M	Sell	11,565 -425	-4%	-$47.2K	0.13%	108
2026 Q1	$1.21M	Sell	11,990 -1,563	-12%	-$161K	0.13%	110
2025 Q4	$1.31M	Sell	13,553 -47	-0.3%	-$4.53K	0.14%	107
2025 Q3	$1.3M	Sell	13,600 -160	-1%	-$15.1K	0.15%	97
2025 Q2	$1.25M	Hold	13,760	–	–	0.17%	97
2025 Q1	$1.15M	Buy	+13,760	New	+$1.24M	0.16%	98

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

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

Private Wealth Asset Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.5% in Q2 2026, selling an estimated $47.2K and leaving 11,565 shares worth $1.36M. The position accounts for 0.13% of the portfolio, ranked #108.

Private Wealth Asset Management first reported a position in IJK in Q1 2025 and has held it in 6 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Private Wealth Asset Management held 11,565 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.36M as of Q2 2026.
Private Wealth Asset Management sold 425 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $47.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.13% of Private Wealth Asset Management's portfolio in Q2 2026, its #108 holding.
Private Wealth Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 6 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.