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

Ullmann Wealth Partners Group’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 		$2.47M Sell
24,592
-2,046
-8% -$210K 0.26% 42
2025
Q4 		$2.56M Sell
26,638
-72
-0.3% -$6.93K 0.27% 44
2025
Q3 		$2.56M Sell
26,710
-149
-0.6% -$14K 0.28% 43
2025
Q2 		$2.44M Buy
26,859
+53
+0.2% +$4.54K 0.29% 42
2025
Q1 		$2.23M Buy
26,806
+3
+0% +$270 0.3% 37
2024
Q4 		$2.44M Buy
26,803
+5
+0% +$471 0.31% 37
2024
Q3 		$2.46M Buy
26,798
+1,813
+7% +$162K 0.32% 37
2024
Q2 		$2.2M Buy
24,985
+2
+0% +$177 0.31% 35
2024
Q1 		$2.28M Sell
24,983
-200
-0.8% -$16.7K 0.34% 33
2023
Q4 		$1.99M Sell
25,183
-461
-2% -$33.8K 0.33% 34
2023
Q3 		$1.85M Sell
25,644
-42
-0.2% -$3.17K 0.35% 30
2023
Q2 		$1.93M Buy
25,686
+381
+2% +$27.2K 0.39% 33
2023
Q1 		$1.81M Sell
25,305
-649
-3% -$46.4K 0.41% 27
2022
Q4 		$1.77M Buy
25,954
+289
+1% +$19.9K 0.44% 26
2022
Q3 		$1.62M Buy
25,665
+17
+0.1% +$1.17K 0.45% 26
2022
Q2 		$1.64M Buy
25,648
+5
+0% +$351 0.44% 27
2022
Q1 		$1.98M Buy
25,643
+4
+0% +$309 0.51% 24
2021
Q4 		$2.19M Sell
25,639
-124
-0.5% -$10.4K 0.58% 22
2021
Q3 		$2.04M Sell
25,763
-203
-0.8% -$16.5K 0.81% 21
2021
Q2 		$2.1M Sell
25,966
-324
-1% -$26K 0.87% 20
2021
Q1 		$2.06M Sell
26,290
-1,233
-4% -$95K 0.92% 20
2020
Q4 		$1.99M Sell
27,523
-1,497
-5% -$99.8K 0.99% 21
2020
Q3 		$1.74M Sell
29,020
-84
-0.3% -$5K 0.99% 19
2020
Q2 		$1.63M Sell
29,104
-6,804
-19% -$353K 1% 18
2020
Q1 		$1.6M Buy
35,908
+880
+3% +$48.4K 1.2% 15
2019
Q4 		$2.08M Sell
35,028
-3,344
-9% -$192K 1.26% 16
2019
Q3 		$2.15M Sell
38,372
-688
-2% -$38.7K 1.32% 15
2019
Q2 		$2.21M Sell
39,060
-1,412
-3% -$78.3K 1.38% 14
2019
Q1 		$2.22M Sell
40,472
-1,860
-4% -$98.2K 1.43% 15
2018
Q4 		$2.02M Sell
42,332
-788
-2% -$41.2K 1.5% 16
2018
Q3 		$2.51M Sell
43,120
-788
-2% -$45.7K 1.67% 15
2018
Q2 		$2.47M Sell
43,908
-936
-2% -$52.3K 1.71% 15
2018
Q1 		$2.39M Sell
44,844
-7,540
-14% -$417K 1.69% 14
2017
Q4 		$2.83M Sell
52,384
-52,688
-50% -$2.78M 1.94% 14
2017
Q3 		$4.59M Buy
105,072
+41,052
+64% +$2.02M 4.59% 8
2017
Q2 		$3.15M Buy
64,020
+464
+0.7% +$22.6K 2.26% 13
2017
Q1 		$3.03M Sell
63,556
-34,276
-35% -$1.62M 2.51% 11
2016
Q4 		$4.59M Buy
+97,832
New +$4.31M 4.35% 9

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ullmann Wealth Partners Group's IJK Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.7% in Q1 2026, selling an estimated $210K and leaving 24,592 shares worth $2.47M. The position accounts for 0.26% of the portfolio, ranked #42.

Ullmann Wealth Partners Group first reported a position in IJK in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.59M in Q4 2016. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Ullmann Wealth Partners Group held 24,592 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.47M as of Q1 2026.
  • Ullmann Wealth Partners Group sold 2,046 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $210K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.26% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #42 holding.
  • Ullmann Wealth Partners Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 38 quarters since.
  • Ullmann Wealth Partners Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.59M in Q4 2016.
  • 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.