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

RWA 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 		$2.5M Sell
21,281
-699
-3% -$77.6K 0.02% 246
2026
Q1 		$2.21M Sell
21,980
-606
-3% -$62.3K 0.02% 241
2025
Q4 		$2.19M Hold
22,586
– – 0.02% 248
2025
Q3 		$2.17M Buy
22,586
+159
+0.7% +$15K 0.02% 247
2025
Q2 		$2.04M Sell
22,427
-92
-0.4% -$7.88K 0.03% 244
2025
Q1 		$1.88M Buy
22,519
+14,348
+176% +$1.29M 0.02% 255
2024
Q4 		$743K Buy
8,171
+3
+0% +$283 0.01% 366
2024
Q3 		$751K Buy
8,168
+89
+1% +$7.96K 0.01% 358
2024
Q2 		$712K Sell
8,079
-1
-0% -$88 0.01% 348
2024
Q1 		$737K Buy
8,080
+80
+1% +$6.67K 0.01% 345
2023
Q4 		$634K Sell
8,000
-323
-4% -$23.7K 0.01% 351
2023
Q3 		$601K Hold
8,323
– – 0.01% 236
2023
Q2 		$624K Buy
+8,323
New +$594K 0.01% 204
2018
Q3 		– Sell
-200
Closed -$11K – 460
2018
Q2 		$11K Sell
200
-200
-50% -$11.2K ﹤0.01% 604
2018
Q1 		$22K Buy
+400
New +$22.1K ﹤0.01% 406

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

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

RWA Wealth Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.2% in Q2 2026, selling an estimated $77.6K and leaving 21,281 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #246.

RWA Wealth Partners first reported a position in IJK in Q1 2018 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • RWA Wealth Partners held 21,281 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.5M as of Q2 2026.
  • RWA Wealth Partners sold 699 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $77.6K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of RWA Wealth Partners's portfolio in Q2 2026, its #246 holding.
  • RWA Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2018 and has held it in 15 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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