Weinberger Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Weinberger Asset Management’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	$3.98M	Sell	35,531 -900	-2%	-$100K	1.27%	21
2026 Q1	$3.67M	Sell	36,431 -6,317	-15%	-$649K	1.37%	20
2025 Q4	$4.14M	Sell	42,748 -490	-1%	-$47.2K	1.49%	19
2025 Q3	$4.15M	Sell	43,238 -2,088	-5%	-$197K	1.5%	20
2025 Q2	$4.12M	Sell	45,326 -888	-2%	-$76K	1.59%	17
2025 Q1	$3.85M	Sell	46,214 -1,074	-2%	-$96.7K	1.65%	17
2024 Q4	$4.3M	Sell	47,288 -1,508	-3%	-$142K	1.8%	15
2024 Q3	$4.49M	Sell	48,796 -333	-0.7%	-$29.8K	1.91%	14
2024 Q2	$4.33M	Sell	49,129 -537	-1%	-$47.5K	2.04%	14
2024 Q1	$4.53M	Sell	49,666 -2,421	-5%	-$202K	2.19%	13
2023 Q4	$4.13M	Sell	52,087 -3,618	-6%	-$265K	2.12%	13
2023 Q3	$4.02M	Sell	55,705 -2,959	-5%	-$223K	2.29%	13
2023 Q2	$4.4M	Sell	58,664 -2,936	-5%	-$210K	2.42%	11
2023 Q1	$4.41M	Sell	61,600 -2,887	-4%	-$206K	2.56%	9
2022 Q4	$4.4M	Sell	64,487 -9,173	-12%	-$631K	2.71%	9
2022 Q3	$4.64M	Sell	73,660 -1,469	-2%	-$101K	3.21%	9
2022 Q2	$4.79M	Buy	75,129 +19	+0%	+$1.33K	3.16%	9
2022 Q1	$5.8M	Sell	75,110 -3,044	-4%	-$235K	4.96%	6
2021 Q4	$6.66M	Buy	+78,154	New	+$6.55M	5.45%	6

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

Weinberger Asset Management's IJK Position: Q2 2026 in Review

Weinberger Asset Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.5% in Q2 2026, selling an estimated $100K and leaving 35,531 shares worth $3.98M. The position accounts for 1.27% of the portfolio, ranked #21.

Weinberger Asset Management first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.66M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Weinberger Asset Management held 35,531 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.98M as of Q2 2026.
Weinberger Asset Management sold 900 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $100K.
iShares S&P Mid-Cap 400 Growth ETF made up 1.27% of Weinberger Asset Management's portfolio in Q2 2026, its #21 holding.
Weinberger Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
Weinberger Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.66M 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 Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.