RWM
IJK icon

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

RKL 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 		$1.1M Buy
9,352
+6
+0.1% +$666 0.09% 94
2026
Q1 		$940K Sell
9,346
-140
-1% -$14.4K 0.08% 95
2025
Q4 		$919K Sell
9,486
-995
-9% -$95.8K 0.08% 101
2025
Q3 		$1M Buy
10,481
+11
+0.1% +$1.04K 0.09% 91
2025
Q2 		$953K Sell
10,470
-4,754
-31% -$407K 0.08% 95
2025
Q1 		$1.27M Buy
15,224
+8
+0.1% +$721 0.12% 86
2024
Q4 		$1.38M Buy
15,216
+3,032
+25% +$286K 0.12% 80
2024
Q3 		$1.12M Sell
12,184
-89
-0.7% -$7.96K 0.1% 81
2024
Q2 		$1.08M Buy
12,273
+301
+3% +$26.6K 0.1% 80
2024
Q1 		$1.09M Buy
11,972
+16
+0.1% +$1.33K 0.11% 79
2023
Q4 		$947K Sell
11,956
-174
-1% -$12.8K 0.1% 84
2023
Q3 		$876K Sell
12,130
-1,108
-8% -$83.5K 0.11% 82
2023
Q2 		$993K Sell
13,238
-251
-2% -$17.9K 0.12% 79
2023
Q1 		$965K Buy
13,489
+30
+0.2% +$2.14K 0.12% 80
2022
Q4 		$919K Buy
13,459
+71
+0.5% +$4.88K 0.12% 81
2022
Q3 		$844K Sell
13,388
-107
-0.8% -$7.39K 0.12% 81
2022
Q2 		$860K Sell
13,495
-2,327
-15% -$163K 0.12% 83
2022
Q1 		$1.22M Buy
15,822
+521
+3% +$40.3K 0.15% 78
2021
Q4 		$1.3M Buy
15,301
+41
+0.3% +$3.44K 0.16% 73
2021
Q3 		$1.21M Buy
15,260
+846
+6% +$68.7K 0.15% 70
2021
Q2 		$1.17M Buy
14,414
+452
+3% +$36.3K 0.15% 76
2021
Q1 		$1.09M Buy
13,962
+439
+3% +$33.8K 0.15% 76
2020
Q4 		$977K Buy
13,523
+4,163
+44% +$278K 0.14% 79
2020
Q3 		$560K Buy
9,360
+12
+0.1% +$714 0.09% 86
2020
Q2 		$523K Buy
+9,348
New +$485K 0.09% 87

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

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

RKL Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.06% in Q2 2026, buying an estimated $666 and bringing the position to 9,352 shares worth $1.1M. The position accounts for 0.09% of the portfolio, ranked #94.

RKL Wealth Management first reported a position in IJK in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • RKL Wealth Management held 9,352 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.1M as of Q2 2026.
  • RKL Wealth Management bought 6 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $666.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of RKL Wealth Management's portfolio in Q2 2026, its #94 holding.
  • RKL Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • RKL Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.38M in Q4 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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