SWM
IJK icon

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

Shrier 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 		$276K Hold
2,345
– – 0.09% 118
2026
Q1 		$236K Hold
2,345
– – 0.09% 122
2025
Q4 		$227K Buy
+2,345
New +$226K 0.09% 118

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

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

Shrier Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,345 shares worth $276K. The position accounts for 0.09% of the portfolio, ranked #118.

Shrier Wealth Management first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 989 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Shrier Wealth Management held 2,345 shares of iShares S&P Mid-Cap 400 Growth ETF worth $276K as of Q2 2026.
  • Shrier Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Shrier Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Shrier Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 989 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.