Willis Johnson & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Willis Johnson & Associates’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	$53.5M	Sell	455,280 -9,003	-2%	-$1M	2.98%	8
2026 Q1	$46.7M	Sell	464,283 -10,797	-2%	-$1.11M	2.72%	8
2025 Q4	$46M	Sell	475,080 -84,675	-15%	-$8.15M	2.84%	7
2025 Q3	$53.7M	Sell	559,755 -123,620	-18%	-$11.6M	3.32%	6
2025 Q2	$62.2M	Buy	683,375 +35,745	+6%	+$3.06M	4.22%	5
2025 Q1	$53.9M	Buy	647,630 +1,312	+0.2%	+$118K	4.08%	6
2024 Q4	$58.8M	Buy	646,318 +14,003	+2%	+$1.32M	4.51%	5
2024 Q3	$58.1M	Buy	632,315 +15,192	+2%	+$1.36M	4.42%	5
2024 Q2	$54.4M	Buy	617,123 +9,453	+2%	+$836K	4.46%	5
2024 Q1	$55.4M	Buy	607,670 +5,649	+0.9%	+$471K	4.82%	5
2023 Q4	$47.7M	Buy	602,021 +18,759	+3%	+$1.38M	4.35%	6
2023 Q3	$42.1M	Buy	583,262 +18,844	+3%	+$1.42M	4.32%	7
2023 Q2	$42.3M	Buy	564,418 +16,808	+3%	+$1.2M	4.51%	6
2023 Q1	$39.2M	Buy	547,610 +20,837	+4%	+$1.49M	4.65%	6
2022 Q4	$36M	Buy	526,773 +25,680	+5%	+$1.77M	4.69%	6
2022 Q3	$31.6M	Sell	501,093 -531	-0.1%	-$36.7K	4.6%	6
2022 Q2	$32M	Buy	501,624 +13,959	+3%	+$980K	4.46%	6
2022 Q1	$37.7M	Buy	487,665 +23,292	+5%	+$1.8M	4.95%	6
2021 Q4	$39.6M	Buy	464,373 +12,148	+3%	+$1.02M	5.11%	5
2021 Q3	$35.8M	Buy	452,225 +11,731	+3%	+$952K	4.98%	5
2021 Q2	$35.6M	Buy	440,494 +12,521	+3%	+$1.01M	5.05%	5
2021 Q1	$33.5M	Buy	427,973 +3,413	+0.8%	+$263K	5.14%	7
2020 Q4	$30.7M	Buy	+424,560	New	+$28.3M	5.12%	5

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

Willis Johnson & Associates's IJK Position: Q2 2026 in Review

Willis Johnson & Associates reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.9% in Q2 2026, selling an estimated $1M and leaving 455,280 shares worth $53.5M. The position accounts for 2.98% of the portfolio, ranked #8.

Willis Johnson & Associates first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. The position peaked at $62.2M in Q2 2025. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Willis Johnson & Associates held 455,280 shares of iShares S&P Mid-Cap 400 Growth ETF worth $53.5M as of Q2 2026.
Willis Johnson & Associates sold 9,003 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1M.
iShares S&P Mid-Cap 400 Growth ETF made up 2.98% of Willis Johnson & Associates's portfolio in Q2 2026, its #8 holding.
Willis Johnson & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Willis Johnson & Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $62.2M in Q2 2025.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.