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

Westside Investment 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	$33.8K	Hold	288	–	–	﹤0.01%	734
2026 Q1	$29K	Hold	288	–	–	﹤0.01%	753
2025 Q4	$27.9K	Hold	288	–	–	﹤0.01%	746
2025 Q3	$27.6K	Hold	288	–	–	﹤0.01%	744
2025 Q2	$26.2K	Hold	288	–	–	﹤0.01%	596
2025 Q1	$24K	Hold	288	–	–	0.01%	530
2024 Q4	$26.2K	Hold	288	–	–	0.01%	514
2024 Q3	$26.5K	Hold	288	–	–	0.01%	516
2024 Q2	$25.4K	Hold	288	–	–	0.01%	502
2024 Q1	$26.3K	Hold	288	–	–	0.01%	480
2023 Q4	$22.8K	Hold	288	–	–	0.01%	474
2023 Q3	$20.8K	Hold	288	–	–	0.01%	480
2023 Q2	$21.6K	Hold	288	–	–	0.01%	483
2023 Q1	$20.6K	Hold	288	–	–	0.01%	489
2022 Q4	$19	Hold	288	–	–	﹤0.01%	530
2022 Q3	$18	Hold	288	–	–	﹤0.01%	524
2022 Q2	$18	Hold	288	–	–	﹤0.01%	523
2022 Q1	$22	Hold	288	–	–	﹤0.01%	504
2021 Q4	$24	Buy	+288	New	+$24.1K	﹤0.01%	471
2021 Q3	–	Sell	-200	Closed	-$16	–	754
2021 Q2	$16	Hold	200	–	–	﹤0.01%	511
2021 Q1	$15	Hold	200	–	–	﹤0.01%	501
2020 Q4	$14	Hold	200	–	–	﹤0.01%	467
2020 Q3	$11	Hold	200	–	–	﹤0.01%	487
2020 Q2	$11	Hold	200	–	–	﹤0.01%	470
2020 Q1	$8	Buy	+200	New	+$11K	﹤0.01%	491
2019 Q2	$11K	Buy	+200	New	+$11.1K	﹤0.01%	452
2018 Q4	$9.56K	Buy	+200	New	+$10.5K	﹤0.01%	478
2018 Q3	–	Sell	-200	Closed	-$11.3K	–	767
2018 Q2	$11.3K	Hold	200	–	–	﹤0.01%	534
2018 Q1	$10.7K	Hold	200	–	–	0.01%	531
2017 Q4	$11.1K	Hold	200	–	–	0.01%	543
2017 Q3	$10.3K	Hold	200	–	–	0.01%	537
2017 Q2	$9.83K	Hold	200	–	–	0.01%	539
2017 Q1	$9.42K	Buy	+200	New	+$9.43K	﹤0.01%	518

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

Westside Investment Management's IJK Position: Q2 2026 in Review

Westside Investment Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 288 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Westside Investment Management first reported a position in IJK in Q1 2017 and has held it in 33 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Westside Investment Management held 288 shares of iShares S&P Mid-Cap 400 Growth ETF worth $33.8K as of Q2 2026.
Westside Investment Management 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 ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #734 holding.
Westside Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and has held it in 33 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.