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

Aufman Associates’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	–	Sell	-1,988	Closed	-$234K	–	68
2026 Q2	$234K	Hold	1,988	–	–	0.09%	61
2026 Q1	$200K	Sell	1,988 -871	-30%	-$89.5K	0.1%	63
2025 Q4	$277K	Hold	2,859	–	–	0.14%	48
2025 Q3	$274K	Hold	2,859	–	–	0.15%	50
2025 Q2	$260K	Hold	2,859	–	–	0.16%	51
2025 Q1	$238K	Hold	2,859	–	–	0.16%	52
2024 Q4	$260K	Hold	2,859	–	–	0.18%	48
2024 Q3	$263K	Buy	+2,859	New	+$256K	0.17%	51

Other funds holding IJK

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

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

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Aufman Associates's IJK Position: Q3 2026 in Review

Aufman Associates sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2026, closing a stake of 1,988 shares — an estimated $234K sold.

Aufman Associates first reported a position in IJK in Q3 2024 and held it in 8 quarters. The position peaked at $277K in Q4 2025. 510 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Aufman Associates reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2026 after selling out during the quarter.
Aufman Associates sold 1,988 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $234K.
Aufman Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and held it in 8 quarters.
Aufman Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $277K in Q4 2025.
510 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.