Wealth Enhancement Advisory Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Wealth Enhancement Advisory Services’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	$4.69M	Buy	41,110 +3,281	+9%	+$364K	0.01%	1050
2026 Q1	$3.85M	Sell	37,829 -13,746	-27%	-$1.41M	0.01%	1028
2025 Q4	$5.23M	Buy	51,575 +819	+2%	+$78.9K	0.01%	993
2025 Q3	$4.85M	Buy	50,756 +170	+0.3%	+$16K	0.01%	964
2025 Q2	$4.71M	Buy	50,586 +7,997	+19%	+$685K	0.01%	922
2025 Q1	$3.55M	Sell	42,589 -1,952	-4%	-$176K	0.01%	972
2024 Q4	$4.05M	Buy	44,541 +3,263	+8%	+$307K	0.01%	879
2024 Q3	$3.79M	Buy	41,278 +81	+0.2%	+$7.24K	0.01%	820
2024 Q2	$3.63M	Sell	41,197 -169	-0.4%	-$14.9K	0.01%	781
2024 Q1	$3.77M	Buy	41,366 +3,685	+10%	+$307K	0.01%	742
2023 Q4	$2.99M	Sell	37,681 -278	-0.7%	-$20.4K	0.01%	769
2023 Q3	$2.74M	Buy	37,959 +34,652	+1,048%	+$2.61M	0.01%	754
2023 Q2	$248K	Buy	3,307 +13	+0.4%	+$928	﹤0.01%	464
2023 Q1	$236K	Buy	+3,294	New	+$235K	﹤0.01%	483

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

Wealth Enhancement Advisory Services's IJK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.7% in Q2 2026, buying an estimated $364K and bringing the position to 41,110 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #1050.

Wealth Enhancement Advisory Services first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.23M in Q4 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Wealth Enhancement Advisory Services held 41,110 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.69M as of Q2 2026.
Wealth Enhancement Advisory Services bought 3,281 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $364K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1050 holding.
Wealth Enhancement Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Wealth Enhancement Advisory Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.23M in Q4 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.