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

Spire 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 		$2.96M Sell
25,151
-315
-1% -$35K 0.09% 203
2026
Q1 		$2.56M Sell
25,466
-695
-3% -$71.4K 0.09% 213
2025
Q4 		$2.53M Sell
26,161
-581
-2% -$55.9K 0.08% 208
2025
Q3 		$2.56M Sell
26,742
-475
-2% -$44.8K 0.09% 191
2025
Q2 		$2.48M Buy
27,217
+1,488
+6% +$127K 0.09% 190
2025
Q1 		$2.14M Sell
25,729
-626
-2% -$56.4K 0.07% 253
2024
Q4 		$2.4M Buy
26,355
+42
+0.2% +$3.96K 0.07% 225
2024
Q3 		$2.42M Sell
26,313
-638
-2% -$57.1K 0.08% 201
2024
Q2 		$2.37M Sell
26,951
-442
-2% -$39.1K 0.08% 211
2024
Q1 		$2.5M Buy
27,393
+285
+1% +$23.8K 0.05% 219
2023
Q4 		$2.14M Sell
27,108
-2,482
-8% -$182K 0.07% 226
2023
Q3 		$2.14M Sell
29,590
-764
-3% -$57.6K 0.08% 213
2023
Q2 		$2.28M Buy
30,354
+11
+0% +$785 0.08% 219
2023
Q1 		$2.17M Buy
30,343
+6,149
+25% +$439K 0.08% 216
2022
Q4 		$1.65M Buy
24,194
+4,373
+22% +$301K 0.09% 173
2022
Q3 		$1.25M Buy
19,821
+1,357
+7% +$93.7K 0.08% 180
2022
Q2 		$1.18M Buy
18,464
+4,161
+29% +$292K 0.05% 296
2022
Q1 		$1.11M Buy
14,303
+422
+3% +$32.6K 0.03% 368
2021
Q4 		$1.18M Buy
13,881
+932
+7% +$78.1K 0.03% 422
2021
Q3 		$1.03M Sell
12,949
-2,051
-14% -$166K 0.03% 405
2021
Q2 		$1.21M Sell
15,000
-1,028
-6% -$82.5K 0.03% 376
2021
Q1 		$1.26M Buy
+16,028
New +$1.23M 0.03% 383

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

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

Spire Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.2% in Q2 2026, selling an estimated $35K and leaving 25,151 shares worth $2.96M. The position accounts for 0.09% of the portfolio, ranked #203.

Spire Wealth Management first reported a position in IJK in Q1 2021 and has held it in 22 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Spire Wealth Management held 25,151 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.96M as of Q2 2026.
  • Spire Wealth Management sold 315 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $35K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Spire Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Spire Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.