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

Bar Harbor Wealth Management’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	$467K	Hold	3,978	–	–	0.03%	188
2026 Q1	$400K	Hold	3,978	–	–	0.02%	196
2025 Q4	$385K	Sell	3,978 -39	-1%	-$3.75K	0.02%	204
2025 Q3	$385K	Sell	4,017 -82	-2%	-$7.72K	0.02%	204
2025 Q2	$373K	Sell	4,099 -172	-4%	-$14.7K	0.02%	197
2025 Q1	$356K	Sell	4,271 -709	-14%	-$63.9K	0.02%	199
2024 Q4	$453K	Sell	4,980 -111	-2%	-$10.5K	0.03%	182
2024 Q3	$468K	Sell	5,091 -124	-2%	-$11.1K	0.03%	192
2024 Q2	$459K	Sell	5,215 -266	-5%	-$23.5K	0.03%	189
2024 Q1	$500K	Sell	5,481 -96	-2%	-$8.01K	0.03%	185
2023 Q4	$442K	Sell	5,577 -14	-0.3%	-$1.03K	0.03%	187
2023 Q3	$404K	Sell	5,591 -390	-7%	-$29.4K	0.03%	193
2023 Q2	$449K	Buy	5,981 +17	+0.3%	+$1.21K	0.03%	194
2023 Q1	$426K	Hold	5,964	–	–	0.03%	193
2022 Q4	$407K	Sell	5,964 -212	-3%	-$14.6K	0.03%	198
2022 Q3	$389K	Sell	6,176 -835	-12%	-$57.6K	0.03%	199
2022 Q2	$446K	Sell	7,011 -212	-3%	-$14.9K	0.04%	196
2022 Q1	$558K	Sell	7,223 -1,215	-14%	-$93.9K	0.05%	152
2021 Q4	$719K	Sell	8,438 -3,348	-28%	-$281K	0.06%	139
2021 Q3	$933K	Sell	11,786 -2,090	-15%	-$170K	0.09%	124
2021 Q2	$1.12M	Sell	13,876 -928	-6%	-$74.5K	0.1%	117
2021 Q1	$1.16M	Buy	14,804 +6,591	+80%	+$508K	0.11%	119
2020 Q4	$593K	Sell	8,213 -135	-2%	-$9K	0.06%	145
2020 Q3	$499K	Sell	8,348 -680	-8%	-$40.5K	0.06%	144
2020 Q2	$506K	Sell	9,028 -3,612	-29%	-$188K	0.06%	145
2020 Q1	$564K	Sell	12,640 -2,112	-14%	-$116K	0.08%	142
2019 Q4	$878K	Sell	14,752 -1,288	-8%	-$73.8K	0.1%	146
2019 Q3	$898K	Sell	16,040 -152	-0.9%	-$8.55K	0.1%	151
2019 Q2	$916K	Buy	16,192 +208	+1%	+$11.5K	0.11%	146
2019 Q1	$876K	Buy	15,984 +44	+0.3%	+$2.32K	0.11%	145
2018 Q4	$762K	Sell	15,940 -2,144	-12%	-$112K	0.1%	147
2018 Q3	$1.05M	Sell	18,084 -112	-0.6%	-$6.5K	0.12%	139
2018 Q2	$1.02M	Buy	18,196 +184	+1%	+$10.3K	0.12%	134
2018 Q1	$983K	Sell	18,012 -364	-2%	-$20.1K	0.12%	137
2017 Q4	$992K	Sell	18,376 -2,380	-11%	-$125K	0.12%	138
2017 Q3	$1.05M	Buy	20,756 +504	+2%	+$24.8K	0.13%	133
2017 Q2	$996K	Sell	20,252 -1,336	-6%	-$65K	0.12%	136
2017 Q1	$1.03M	Sell	21,588 -576	-3%	-$27.2K	0.12%	133
2016 Q4	$1.01M	Buy	22,164 +200	+0.9%	+$8.81K	0.11%	145
2016 Q3	$959K	Sell	21,964 -196	-0.9%	-$8.6K	0.11%	145
2016 Q2	$937K	Sell	22,160 -628	-3%	-$26K	0.11%	145
2016 Q1	$926K	Sell	22,788 -168	-0.7%	-$6.41K	0.11%	139
2015 Q4	$924K	Sell	22,956 -1,396	-6%	-$57.1K	0.12%	138
2015 Q3	$957K	Sell	24,352 -168	-0.7%	-$7.01K	0.13%	127
2015 Q2	$1.04M	Buy	24,520 +432	+2%	+$18.5K	0.13%	124
2015 Q1	$1.03M	Buy	24,088 +320	+1%	+$13.2K	0.13%	123
2014 Q4	$949K	Sell	23,768 -4	-0%	-$155	0.12%	132
2014 Q3	$900K	Sell	23,772 -268	-1%	-$10.4K	0.12%	128
2014 Q2	$944K	Buy	24,040 +100	+0.4%	+$3.78K	0.12%	127
2014 Q1	$915K	Sell	23,940 -76	-0.3%	-$2.86K	0.12%	128
2013 Q4	$902K	Sell	24,016 -9,304	-28%	-$336K	0.12%	129
2013 Q3	$1.16M	Buy	33,320 +44	+0.1%	+$1.5K	0.16%	109
2013 Q2	$1.07M	Buy	+33,276	New	+$1.08M	0.16%	111

Other funds holding IJK

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Bar Harbor Wealth Management's IJK Position: Q2 2026 in Review

Bar Harbor Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,978 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #188.

Bar Harbor Wealth Management first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.16M in Q1 2021. 172 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Bar Harbor Wealth Management held 3,978 shares of iShares S&P Mid-Cap 400 Growth ETF worth $467K as of Q2 2026.
Bar Harbor Wealth Management 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 0.03% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #188 holding.
Bar Harbor Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
Bar Harbor Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.16M in Q1 2021.
172 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.