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

Signature Wealth Management 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 Q1	$634K	Hold	6,300	–	–	0.32%	60
2025 Q4	$610K	Hold	6,300	–	–	0.3%	60
2025 Q3	$604K	Hold	6,300	–	–	0.32%	57
2025 Q2	$573K	Hold	6,300	–	–	0.33%	57
2025 Q1	$525K	Hold	6,300	–	–	0.34%	56
2024 Q4	$573K	Hold	6,300	–	–	0.39%	54
2024 Q3	$579K	Hold	6,300	–	–	0.42%	52
2024 Q2	$555K	Hold	6,300	–	–	0.42%	52
2024 Q1	$575K	Hold	6,300	–	–	0.47%	48
2023 Q4	$499K	Hold	6,300	–	–	0.44%	49
2023 Q3	$455K	Hold	6,300	–	–	0.45%	52
2023 Q2	$473K	Hold	6,300	–	–	0.44%	52
2023 Q1	$451K	Hold	6,300	–	–	0.42%	58
2022 Q4	$430K	Hold	6,300	–	–	0.42%	59
2022 Q3	$397K	Hold	6,300	–	–	0.44%	58
2022 Q2	$401K	Hold	6,300	–	–	0.41%	63
2022 Q1	$487K	Hold	6,300	–	–	0.42%	61
2021 Q4	$537K	Hold	6,300	–	–	0.46%	56
2021 Q3	$499K	Hold	6,300	–	–	0.45%	57
2021 Q2	$510K	Hold	6,300	–	–	0.46%	56
2021 Q1	$494K	Hold	6,300	–	–	0.47%	58
2020 Q4	$455K	Buy	+6,300	New	+$420K	0.45%	55

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

Signature Wealth Management Partners's IJK Position: Q1 2026 in Review

Signature Wealth Management Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 6,300 shares worth $634K. The position accounts for 0.32% of the portfolio, ranked #60.

Signature Wealth Management Partners first reported a position in IJK in Q4 2020 and has held it in 22 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Signature Wealth Management Partners held 6,300 shares of iShares S&P Mid-Cap 400 Growth ETF worth $634K as of Q1 2026.
Signature Wealth Management Partners 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 0.32% of Signature Wealth Management Partners's portfolio in Q1 2026, its #60 holding.
Signature Wealth Management Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 22 quarters since.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.