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

Walsh & Associates’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 		$147K Sell
1,251
-75
-6% -$8.33K 0.12% 69
2026
Q1 		$133K Hold
1,326
– – 0.13% 65
2025
Q4 		$128K Buy
+1,326
New +$128K 0.13% 70

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

Walsh & Associates's IJK Position: Q2 2026 in Review

Walsh & Associates reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.7% in Q2 2026, selling an estimated $8.33K and leaving 1,251 shares worth $147K. The position accounts for 0.12% of the portfolio, ranked #69.

Walsh & Associates first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 989 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Walsh & Associates held 1,251 shares of iShares S&P Mid-Cap 400 Growth ETF worth $147K as of Q2 2026.
  • Walsh & Associates sold 75 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8.33K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.12% of Walsh & Associates's portfolio in Q2 2026, its #69 holding.
  • Walsh & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 989 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.