STACKSTONE WEALTH, LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$1.92M	Buy	+17,493	New	+$1.98M	0.19%	141

Other funds holding IJK

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

PNFS

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $382M AUM

STACKSTONE WEALTH, LLC's IJK Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2026: 17,493 shares worth $1.92M. The stake represents 0.19% of the portfolio and ranks #141 among its holdings.

183 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

STACKSTONE WEALTH, LLC held 17,493 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.92M as of Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.19% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #141 holding.
183 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.