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

Wedbush Securities’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 Q1	$323K	Sell	3,208 -227	-7%	-$23.3K	0.01%	869
2025 Q4	$333K	Buy	3,435 +1,006	+41%	+$96.9K	0.01%	839
2025 Q3	$233K	Buy	+2,429	New	+$229K	0.01%	991
2024 Q2	–	Sell	-2,207	Closed	-$201K	–	1240
2024 Q1	$201K	Buy	+2,207	New	+$184K	0.01%	1104
2022 Q2	–	Sell	-3,604	Closed	-$278K	–	1123
2022 Q1	$278K	Sell	3,604 -96	-3%	-$7.42K	0.01%	826
2021 Q4	$315K	Buy	3,700 +197	+6%	+$16.5K	0.01%	848
2021 Q3	$277K	Sell	3,503 -138	-4%	-$11.2K	0.01%	901
2021 Q2	$295K	Buy	+3,641	New	+$292K	0.01%	875
2016 Q3	–	Sell	-4,732	Closed	-$200K	–	843
2016 Q2	$200K	Buy	+4,732	New	+$196K	0.03%	627
2014 Q2	–	Sell	-5,852	Closed	-$224K	–	671
2014 Q1	$224K	Sell	5,852 -160	-3%	-$6.02K	0.04%	474
2013 Q4	$226K	Buy	6,012 +260	+5%	+$9.38K	0.05%	423
2013 Q3	$200K	Buy	+5,752	New	+$196K	0.05%	437

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wedbush Securities's IJK Position: Q1 2026 in Review

Wedbush Securities reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.6% in Q1 2026, selling an estimated $23.3K and leaving 3,208 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #869.

Wedbush Securities first reported a position in IJK in Q3 2013 and has held it in 12 quarters since. The position peaked at $333K in Q4 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Wedbush Securities held 3,208 shares of iShares S&P Mid-Cap 400 Growth ETF worth $323K as of Q1 2026.
Wedbush Securities sold 227 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $23.3K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #869 holding.
Wedbush Securities first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 12 quarters since.
Wedbush Securities's iShares S&P Mid-Cap 400 Growth ETF position peaked at $333K in Q4 2025.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.