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

W Advisors 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
Q1 		$218K Hold
2,170
– – 0.11% 132
2025
Q4 		$210K Hold
2,170
– – 0.11% 137
2025
Q3 		$208K Buy
+2,170
New +$204K 0.11% 132
2022
Q1 		– Sell
-2,412
Closed -$206K – 113
2021
Q4 		$206K Buy
+2,412
New +$202K 0.15% 99

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

W Advisors LLC's IJK Position: Q1 2026 in Review

W Advisors LLC held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,170 shares worth $218K. The position accounts for 0.11% of the portfolio, ranked #132.

W Advisors LLC first reported a position in IJK in Q4 2021 and has held it in 4 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • W Advisors LLC held 2,170 shares of iShares S&P Mid-Cap 400 Growth ETF worth $218K as of Q1 2026.
  • W Advisors LLC 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 0.11% of W Advisors LLC's portfolio in Q1 2026, its #132 holding.
  • W Advisors LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.