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

Schneider Downs Wealth Management Advisors’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 Q1	$1.07M	Hold	10,589	–	–	0.12%	63
2025 Q4	$1.03M	Buy	10,589 +125	+1%	+$12K	0.12%	66
2025 Q3	$1M	Buy	10,464 +14	+0.1%	+$1.32K	0.12%	69
2025 Q2	$951K	Buy	10,450 +5,018	+92%	+$430K	0.14%	63
2025 Q1	$452K	Hold	5,432	–	–	0.08%	92
2024 Q4	$494K	Hold	5,432	–	–	0.09%	87
2024 Q3	$499K	Hold	5,432	–	–	0.1%	85
2024 Q2	$479K	Hold	5,432	–	–	0.11%	78
2024 Q1	$496K	Hold	5,432	–	–	0.11%	80
2023 Q4	$430K	Hold	5,432	–	–	0.11%	74
2023 Q3	$392K	Sell	5,432 -130	-2%	-$9.8K	0.09%	69
2023 Q2	$417K	Hold	5,562	–	–	0.1%	69
2023 Q1	$398K	Sell	5,562 -340	-6%	-$24.3K	0.08%	73
2022 Q4	$403K	Buy	5,902 +470	+9%	+$32.3K	0.09%	72
2022 Q3	$342K	Hold	5,432	–	–	0.1%	84
2022 Q2	$346K	Hold	5,432	–	–	0.1%	87
2022 Q1	$420K	Hold	5,432	–	–	0.11%	83
2021 Q4	$463K	Hold	5,432	–	–	0.11%	84
2021 Q3	$430K	Hold	5,432	–	–	0.11%	84
2021 Q2	$440K	Hold	5,432	–	–	0.11%	79
2021 Q1	$426K	Hold	5,432	–	–	0.1%	76
2020 Q4	$392K	Hold	5,432	–	–	0.11%	56
2020 Q3	$325K	Hold	5,432	–	–	0.11%	64
2020 Q2	$304K	Sell	5,432 -72	-1%	-$3.74K	0.1%	62
2020 Q1	$246K	Hold	5,504	–	–	0.09%	72
2019 Q4	$328K	Hold	5,504	–	–	0.1%	46
2019 Q3	$308K	Hold	5,504	–	–	0.1%	45
2019 Q2	$311K	Sell	5,504 -60	-1%	-$3.33K	0.11%	50
2019 Q1	$305K	Buy	5,564 +132	+2%	+$6.97K	0.12%	49
2018 Q4	$260K	Buy	5,432 +1,260	+30%	+$66K	0.11%	49
2018 Q3	$243K	Hold	4,172	–	–	0.15%	50
2018 Q2	$234K	Hold	4,172	–	–	0.16%	47
2018 Q1	$228K	Hold	4,172	–	–	0.13%	45
2017 Q4	$225K	Hold	4,172	–	–	0.13%	39
2017 Q3	$211K	Hold	4,172	–	–	0.14%	38
2017 Q2	$205K	Buy	+4,172	New	+$203K	0.13%	41

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IJK Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 10,589 shares worth $1.07M. The position accounts for 0.12% of the portfolio, ranked #63.

Schneider Downs Wealth Management Advisors first reported a position in IJK in Q2 2017 and has held it in 36 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Schneider Downs Wealth Management Advisors held 10,589 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.07M as of Q1 2026.
Schneider Downs Wealth Management Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.12% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #63 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and has held it in 36 quarters since.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.