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Atwood & Palmer’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Atwood & Palmer’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 		$42.9K Hold
365
– – ﹤0.01% 261
2026
Q1 		$36.7K Hold
365
– – ﹤0.01% 267
2025
Q4 		$35.4K Hold
365
– – ﹤0.01% 263
2025
Q3 		$35K Hold
365
– – ﹤0.01% 275
2025
Q2 		$33.2K Hold
365
– – ﹤0.01% 268
2025
Q1 		$30.4K Hold
365
– – ﹤0.01% 261
2024
Q4 		$33.2K Sell
365
-123
-25% -$11.6K ﹤0.01% 249
2024
Q3 		$44.9K Hold
488
– – ﹤0.01% 227
2024
Q2 		$43K Buy
+488
New +$43.1K ﹤0.01% 233

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
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
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
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

Atwood & Palmer's IJK Position: Q2 2026 in Review

Atwood & Palmer held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 365 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Atwood & Palmer first reported a position in IJK in Q2 2024 and has held it in 9 quarters since. The position peaked at $44.9K in Q3 2024. 320 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Atwood & Palmer held 365 shares of iShares S&P Mid-Cap 400 Growth ETF worth $42.9K as of Q2 2026.
  • Atwood & Palmer 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 Atwood & Palmer's portfolio in Q2 2026, its #261 holding.
  • Atwood & Palmer first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Atwood & Palmer's iShares S&P Mid-Cap 400 Growth ETF position peaked at $44.9K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.