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

SIMA 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	$123K	Sell	1,043 -95	-8%	-$10.6K	0.09%	60
2026 Q1	$114K	Hold	1,138	–	–	0.09%	61
2025 Q4	$110K	Hold	1,138	–	–	0.08%	61
2025 Q3	$109K	Sell	1,138 -55	-5%	-$5.18K	0.08%	63
2025 Q2	$109K	Hold	1,193	–	–	0.09%	60
2025 Q1	$99.3K	Hold	1,193	–	–	0.08%	64
2024 Q4	$108K	Hold	1,193	–	–	0.09%	65
2024 Q3	$110K	Hold	1,193	–	–	0.1%	62
2024 Q2	$105K	Buy	+1,193	New	+$105K	0.1%	64

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

SIMA Wealth Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.3% in Q2 2026, selling an estimated $10.6K and leaving 1,043 shares worth $123K. The position accounts for 0.09% of the portfolio, ranked #60.

SIMA Wealth Partners first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

SIMA Wealth Partners held 1,043 shares of iShares S&P Mid-Cap 400 Growth ETF worth $123K as of Q2 2026.
SIMA Wealth Partners sold 95 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $10.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of SIMA Wealth Partners's portfolio in Q2 2026, its #60 holding.
SIMA Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.