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

21 West 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	$635K	Hold	5,404	–	–	0.54%	42
2026 Q1	$544K	Hold	5,404	–	–	0.51%	42
2025 Q4	$524K	Hold	5,404	–	–	0.48%	42
2025 Q3	$518K	Hold	5,404	–	–	0.49%	44
2025 Q2	$492K	Buy	+5,404	New	+$463K	0.5%	43

Other funds holding IJK

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

21 West Wealth Management's IJK Position: Q2 2026 in Review

21 West Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 5,404 shares worth $635K. The position accounts for 0.54% of the portfolio, ranked #42.

21 West Wealth Management first reported a position in IJK in Q2 2025 and has held it in 5 quarters since. 233 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

21 West Wealth Management held 5,404 shares of iShares S&P Mid-Cap 400 Growth ETF worth $635K as of Q2 2026.
21 West Wealth 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 0.54% of 21 West Wealth Management's portfolio in Q2 2026, its #42 holding.
21 West Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 5 quarters since.
233 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.