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Tradewinds LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Tradewinds LLC’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 		$235K Buy
+27,442
New +$3.05M 0.05% 198
2025
Q3 		– Sell
-4,982
Closed -$453K – 234
2025
Q2 		$453K Buy
+4,982
New +$427K 0.34% 56

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

Tradewinds LLC's IJK Position: Q2 2026 in Review

Tradewinds LLC opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 27,442 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #198 among its holdings. This is a return to the name: Tradewinds LLC previously reported a position in IJK as recently as Q2 2025.

Tradewinds LLC first reported a position in IJK in Q2 2025 and has held it in 2 quarters since. The position peaked at $453K in Q2 2025. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Tradewinds LLC held 27,442 shares of iShares S&P Mid-Cap 400 Growth ETF worth $235K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Tradewinds LLC position in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Tradewinds LLC's portfolio in Q2 2026, its #198 holding.
  • Tradewinds LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • Tradewinds LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $453K in Q2 2025.
  • 992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.