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

Strategies Wealth Advisors’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	$284K	Hold	2,416	–	–	0.03%	169
2026 Q1	$243K	Hold	2,416	–	–	0.02%	165
2025 Q4	$234K	Hold	2,416	–	–	0.02%	167
2025 Q3	$232K	Hold	2,416	–	–	0.02%	168
2025 Q2	$220K	Hold	2,416	–	–	0.02%	171
2025 Q1	$201K	Hold	2,416	–	–	0.02%	170
2024 Q4	$227K	Hold	2,416	–	–	0.03%	118
2024 Q3	$222K	Hold	2,416	–	–	0.03%	86
2024 Q2	$213K	Hold	2,416	–	–	0.03%	84
2024 Q1	$220K	Buy	+2,416	New	+$202K	0.03%	90
2022 Q1	–	Sell	-2,440	Closed	-$208K	–	87
2021 Q4	$208K	Buy	+2,440	New	+$205K	0.06%	78

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

Strategies Wealth Advisors's IJK Position: Q2 2026 in Review

Strategies Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,416 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #169.

Strategies Wealth Advisors first reported a position in IJK in Q4 2021 and has held it in 11 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Strategies Wealth Advisors held 2,416 shares of iShares S&P Mid-Cap 400 Growth ETF worth $284K as of Q2 2026.
Strategies Wealth Advisors 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 0.03% of Strategies Wealth Advisors's portfolio in Q2 2026, its #169 holding.
Strategies Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 11 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.