Wealthspire Advisors (New York)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Wealthspire Advisors (New York)’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	$3.04M	Buy	25,894 +2,789	+12%	+$310K	0.02%	344
2026 Q1	$2.32M	Sell	23,105 -26	-0.1%	-$2.67K	0.02%	269
2025 Q4	$2.24M	Sell	23,131 -22,513	-49%	-$2.17M	0.02%	274
2025 Q3	$4.38M	Sell	45,644 -884	-2%	-$83.3K	0.02%	178
2025 Q2	$4.23M	Sell	46,528 -1,986	-4%	-$170K	0.02%	174
2025 Q1	$4.04M	Buy	48,514 +25,381	+110%	+$2.29M	0.02%	178
2024 Q4	$2.1M	Buy	23,133 +2,889	+14%	+$272K	0.02%	240
2024 Q3	$1.86M	Buy	20,244 +3,098	+18%	+$277K	0.02%	271
2024 Q2	$1.51M	Sell	17,146 -302	-2%	-$26.7K	0.02%	246
2024 Q1	$1.59M	Sell	17,448 -170	-1%	-$14.2K	0.02%	235
2023 Q4	$1.4M	Sell	17,618 -308	-2%	-$22.6K	0.02%	252
2023 Q3	$1.29M	Buy	17,926 +1,552	+9%	+$117K	0.02%	238
2023 Q2	$1.23M	Sell	16,374 -152	-0.9%	-$10.9K	0.02%	221
2023 Q1	$1.18M	Hold	16,526	–	–	0.02%	222
2022 Q4	$1.13M	Buy	16,526 +5,092	+45%	+$350K	0.02%	241
2022 Q3	$721K	Buy	11,434 +5,107	+81%	+$353K	0.02%	280
2022 Q2	$403K	Sell	6,327 -231	-4%	-$16.2K	0.01%	349
2022 Q1	$507K	Sell	6,558 -12	-0.2%	-$927	0.01%	270
2021 Q4	$560K	Sell	6,570 -57	-0.9%	-$4.78K	0.01%	305
2021 Q3	$525K	Sell	6,627 -17	-0.3%	-$1.38K	0.01%	347
2021 Q2	$538K	Buy	6,644 +4	+0.1%	+$321	0.01%	220
2021 Q1	$520K	Buy	6,640 +5	+0.1%	+$385	0.01%	389
2020 Q4	$479K	Buy	+6,635	New	+$442K	0.01%	319
2020 Q2	–	Sell	-6,384	Closed	-$285K	–	397
2020 Q1	$285K	Buy	+6,384	New	+$351K	0.01%	396

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

Wealthspire Advisors (New York)'s IJK Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 12% in Q2 2026, buying an estimated $310K and bringing the position to 25,894 shares worth $3.04M. The position accounts for 0.02% of the portfolio, ranked #344.

Wealthspire Advisors (New York) first reported a position in IJK in Q1 2020 and has held it in 24 quarters since. The position peaked at $4.38M in Q3 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Wealthspire Advisors (New York) held 25,894 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.04M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,789 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $310K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #344 holding.
Wealthspire Advisors (New York) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.38M in Q3 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.