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

WealthShield Partners’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	$40.3K	Sell	343 -9,319	-96%	-$1.04M	0.01%	293
2026 Q1	$972K	Sell	9,662 -100	-1%	-$10.3K	0.11%	192
2025 Q4	$946K	Buy	9,762 +2	+0%	+$193	0.1%	187
2025 Q3	$936K	Sell	9,760 -73	-0.7%	-$6.88K	0.11%	182
2025 Q2	$895K	Sell	9,833 -3,425	-26%	-$293K	0.11%	181
2025 Q1	$1.1M	Sell	13,258 -165	-1%	-$14.9K	0.14%	153
2024 Q4	$1.22M	Buy	13,423 +82	+0.6%	+$7.72K	0.17%	131
2024 Q3	$1.23M	Sell	13,341 -162	-1%	-$14.5K	0.17%	137
2024 Q2	$1.19M	Sell	13,503 -179	-1%	-$15.8K	0.18%	132
2024 Q1	$1.25M	Sell	13,682 -693	-5%	-$57.8K	0.2%	126
2023 Q4	$1.14M	Buy	14,375 +325	+2%	+$23.8K	0.19%	132
2023 Q3	$1.02M	Sell	14,050 -729	-5%	-$55K	0.15%	142
2023 Q2	$1.11M	Buy	14,779 +93	+0.6%	+$6.64K	0.17%	139
2023 Q1	$1.05M	Buy	14,686 +106	+0.7%	+$7.57K	0.17%	140
2022 Q4	$996K	Sell	14,580 -405	-3%	-$27.8K	0.19%	129
2022 Q3	$944K	Sell	14,985 -26	-0.2%	-$1.79K	0.19%	134
2022 Q2	$957K	Buy	15,011 +161	+1%	+$11.3K	0.19%	134
2022 Q1	$1.15M	Sell	14,850 -18,038	-55%	-$1.39M	0.18%	131
2021 Q4	$2.8M	Buy	+32,888	New	+$2.76M	0.47%	55
2021 Q2	–	Sell	-536	Closed	-$42K	–	940
2021 Q1	$42K	Buy	+536	New	+$41.3K	0.01%	487
2020 Q4	–	Sell	-536	Closed	-$32K	–	338
2020 Q3	$32K	Hold	536	–	–	0.01%	319
2020 Q2	$30K	Hold	536	–	–	0.01%	269
2020 Q1	$24K	Hold	536	–	–	0.01%	209
2019 Q4	$32K	Hold	536	–	–	0.02%	223
2019 Q3	$30K	Hold	536	–	–	0.02%	212
2019 Q2	$30K	Hold	536	–	–	0.02%	186
2019 Q1	$29K	Hold	536	–	–	0.02%	209
2018 Q4	$26K	Hold	536	–	–	0.02%	180
2018 Q3	$31K	Hold	536	–	–	0.02%	178
2018 Q2	$30K	Hold	536	–	–	0.02%	170
2018 Q1	$29K	Hold	536	–	–	0.02%	168
2017 Q4	$29K	Buy	+536	New	+$28.3K	0.02%	169

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

WealthShield Partners's IJK Position: Q2 2026 in Review

WealthShield Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 96% in Q2 2026, selling an estimated $1.04M and leaving 343 shares worth $40.3K. The position accounts for 0.01% of the portfolio, ranked #293.

WealthShield Partners first reported a position in IJK in Q4 2017 and has held it in 32 quarters since. The position peaked at $2.8M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

WealthShield Partners held 343 shares of iShares S&P Mid-Cap 400 Growth ETF worth $40.3K as of Q2 2026.
WealthShield Partners sold 9,319 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.04M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #293 holding.
WealthShield Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 32 quarters since.
WealthShield Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.8M in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.