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 Q2	$255K	Hold	2,170	–	–	0.12%	133
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 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

W Advisors LLC's IJK Position: Q2 2026 in Review

W Advisors LLC held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,170 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #133.

W Advisors LLC first reported a position in IJK in Q4 2021 and has held it in 5 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

W Advisors LLC held 2,170 shares of iShares S&P Mid-Cap 400 Growth ETF worth $255K as of Q2 2026.
W Advisors LLC 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 0.12% of W Advisors LLC's portfolio in Q2 2026, its #133 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 5 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.