American Financial & Tax Strategies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

American Financial & Tax Strategies’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	5,406	–	–	0.29%	68
2026 Q1	$544K	Hold	5,406	–	–	0.26%	68
2025 Q4	$524K	Hold	5,406	–	–	0.26%	68
2025 Q3	$518K	Hold	5,406	–	–	0.26%	67
2025 Q2	$492K	Hold	5,406	–	–	0.25%	69
2025 Q1	$450K	Hold	5,406	–	–	0.24%	68
2024 Q4	$492K	Hold	5,406	–	–	0.25%	68
2024 Q3	$497K	Hold	5,406	–	–	0.25%	67
2024 Q2	$476K	Hold	5,406	–	–	0.25%	68
2024 Q1	$493K	Buy	+5,406	New	+$451K	0.26%	68

Other funds holding IJK

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

American Financial & Tax Strategies's IJK Position: Q2 2026 in Review

American Financial & Tax Strategies held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 5,406 shares worth $635K. The position accounts for 0.29% of the portfolio, ranked #68.

American Financial & Tax Strategies first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. 814 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

American Financial & Tax Strategies held 5,406 shares of iShares S&P Mid-Cap 400 Growth ETF worth $635K as of Q2 2026.
American Financial & Tax Strategies 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 0.29% of American Financial & Tax Strategies's portfolio in Q2 2026, its #68 holding.
American Financial & Tax Strategies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
814 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.