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

Shakespeare 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
Q1 		– Sell
-2,160
Closed -$209K – 102
2025
Q4 		$209K Hold
2,160
– – 0.05% 102
2025
Q3 		$207K Buy
+2,160
New +$204K 0.05% 99

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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Shakespeare Wealth Management's IJK Position: Q1 2026 in Review

Shakespeare Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 2,160 shares — an estimated $209K sold.

Shakespeare Wealth Management first reported a position in IJK in Q3 2025 and held it in 2 quarters. The position peaked at $209K in Q4 2025. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Shakespeare Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Shakespeare Wealth Management sold 2,160 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $209K.
  • Shakespeare Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and held it in 2 quarters.
  • Shakespeare Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $209K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Shakespeare Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.