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

Rialto 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	$92.2K	Sell	785 -95	-11%	-$10.6K	0.02%	257
2026 Q1	$88.5K	Hold	880	–	–	0.02%	225
2025 Q4	$85.3K	Buy	+880	New	+$84.7K	0.02%	227
2025 Q3	–	Sell	-4	Closed	-$364	–	1751
2025 Q2	$364	Hold	4	–	–	﹤0.01%	1243
2025 Q1	$334	Hold	4	–	–	﹤0.01%	981
2024 Q4	$364	Buy	+4	New	+$377	﹤0.01%	505

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

Rialto Wealth Management's IJK Position: Q2 2026 in Review

Rialto Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 11% in Q2 2026, selling an estimated $10.6K and leaving 785 shares worth $92.2K. The position accounts for 0.02% of the portfolio, ranked #257.

Rialto Wealth Management first reported a position in IJK in Q4 2024 and has held it in 6 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Rialto Wealth Management held 785 shares of iShares S&P Mid-Cap 400 Growth ETF worth $92.2K as of Q2 2026.
Rialto Wealth Management sold 95 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $10.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Rialto Wealth Management's portfolio in Q2 2026, its #257 holding.
Rialto Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 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 Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.