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

Strategic 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 Q1	$118K	Hold	1,170	–	–	0.01%	372
2025 Q4	$113K	Hold	1,170	–	–	0.01%	387
2025 Q3	$112K	Hold	1,170	–	–	0.01%	421
2025 Q2	$106K	Buy	+1,170	New	+$100K	0.01%	384
2019 Q1	–	Sell	-56	Closed	-$3K	–	792
2018 Q4	$3K	Hold	56	–	–	﹤0.01%	615
2018 Q3	$3K	Sell	56 -13,460	-100%	-$781K	﹤0.01%	586
2018 Q2	$760K	Sell	13,516 -32,656	-71%	-$1.83M	0.44%	75
2018 Q1	$2.52M	Buy	46,172 +41,984	+1,002%	+$2.32M	1.3%	15
2017 Q4	$219K	Buy	+4,188	New	+$221K	0.12%	139

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

Strategic Wealth Partners's IJK Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 1,170 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #372.

Strategic Wealth Partners first reported a position in IJK in Q4 2017 and has held it in 9 quarters since. The position peaked at $2.52M in Q1 2018. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Strategic Wealth Partners held 1,170 shares of iShares S&P Mid-Cap 400 Growth ETF worth $118K as of Q1 2026.
Strategic Wealth 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 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #372 holding.
Strategic Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 9 quarters since.
Strategic Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.52M in Q1 2018.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.