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 Q3	$40K	Hold	365	–	–	﹤0.01%	281
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

IWA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Atwood & Palmer's IJK Position: Q3 2026 in Review

Atwood & Palmer held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 365 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Atwood & Palmer first reported a position in IJK in Q2 2024 and has held it in 10 quarters since. The position peaked at $44.9K in Q3 2024. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Atwood & Palmer held 365 shares of iShares S&P Mid-Cap 400 Growth ETF worth $40K as of Q3 2026.
Atwood & Palmer left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #281 holding.
Atwood & Palmer first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 10 quarters since.
Atwood & Palmer's iShares S&P Mid-Cap 400 Growth ETF position peaked at $44.9K in Q3 2024.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.