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

Balance Wealth’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	$128K	Buy	+1,166	New	+$132K	0.03%	212

Other funds holding IJK

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Balance Wealth's IJK Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2026: 1,166 shares worth $128K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings.

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

Balance Wealth held 1,166 shares of iShares S&P Mid-Cap 400 Growth ETF worth $128K as of Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Balance Wealth position in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #212 holding.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.