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

Westmount 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	$326K	Hold	2,776	–	–	0.07%	200
2026 Q1	$279K	Hold	2,776	–	–	0.07%	211
2025 Q4	$269K	Hold	2,776	–	–	0.07%	210
2025 Q3	$267K	Hold	2,776	–	–	0.07%	206
2025 Q2	$253K	Hold	2,776	–	–	0.07%	214
2025 Q1	$231K	Hold	2,776	–	–	0.07%	215
2024 Q4	$252K	Hold	2,776	–	–	0.08%	185
2024 Q3	$255K	Hold	2,776	–	–	0.08%	185
2024 Q2	$242K	Hold	2,776	–	–	0.08%	183
2024 Q1	$253K	Hold	2,776	–	–	0.09%	180
2023 Q4	$220K	Hold	2,776	–	–	0.09%	178
2023 Q3	$201K	Hold	2,776	–	–	0.09%	182
2023 Q2	$208K	Buy	+2,776	New	+$198K	0.09%	171

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

Westmount Partners's IJK Position: Q2 2026 in Review

Westmount Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,776 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #200.

Westmount Partners first reported a position in IJK in Q2 2023 and has held it in 13 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Westmount Partners held 2,776 shares of iShares S&P Mid-Cap 400 Growth ETF worth $326K as of Q2 2026.
Westmount Partners left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Westmount Partners's portfolio in Q2 2026, its #200 holding.
Westmount Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 13 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.