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

Western Wealth 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	$1.34M	Buy	11,409 +21	+0.2%	+$2.33K	0.04%	398
2026 Q1	$1.15M	Buy	11,388 +291	+3%	+$29.9K	0.04%	402
2025 Q4	$1.08M	Buy	11,097 +394	+4%	+$37.9K	0.05%	328
2025 Q3	$1.03M	Buy	10,703 +266	+3%	+$25.1K	0.05%	302
2025 Q2	$950K	Buy	10,437 +580	+6%	+$49.7K	0.06%	290
2025 Q1	$821K	Buy	9,857 +6,309	+178%	+$568K	0.05%	285
2024 Q4	$323K	Buy	3,548 +19	+0.5%	+$1.79K	0.02%	585
2024 Q3	$324K	Buy	3,529 +2	+0.1%	+$179	0.02%	576
2024 Q2	$311K	Hold	3,527	–	–	0.02%	490
2024 Q1	$322K	Sell	3,527 -114	-3%	-$9.51K	0.03%	485
2023 Q4	$288K	Buy	3,641 +3	+0.1%	+$220	0.02%	557
2023 Q3	$263K	Buy	3,638 +132	+4%	+$9.95K	0.02%	545
2023 Q2	$263K	Buy	3,506 +54	+2%	+$3.86K	0.02%	539
2023 Q1	$247K	Buy	3,452 +3	+0.1%	+$214	0.02%	547
2022 Q4	$236K	Sell	3,449 -3,442	-50%	-$237K	0.02%	529
2022 Q3	$435K	Buy	6,891 +2,195	+47%	+$152K	0.02%	534
2022 Q2	$301K	Sell	4,696 -432	-8%	-$30.3K	0.02%	612
2022 Q1	$396K	Buy	5,128 +2,365	+86%	+$183K	0.02%	594
2021 Q4	$235K	Buy	+2,763	New	+$232K	0.02%	541
2021 Q2	$288K	Buy	3,582 +687	+24%	+$55.1K	0.03%	504
2021 Q1	$227K	Buy	2,895 +18	+0.6%	+$1.39K	0.03%	472
2020 Q4	$208K	Buy	+2,877	New	+$192K	0.03%	442
2019 Q1	–	Sell	-5,464	Closed	-$262K	–	386
2018 Q4	$262K	Buy	+5,464	New	+$286K	0.07%	273

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

Western Wealth Management's IJK Position: Q2 2026 in Review

Western Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.18% in Q2 2026, buying an estimated $2.33K and bringing the position to 11,409 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #398.

Western Wealth Management first reported a position in IJK in Q4 2018 and has held it in 23 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Western Wealth Management held 11,409 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.34M as of Q2 2026.
Western Wealth Management bought 21 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $2.33K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #398 holding.
Western Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 23 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.