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

Benchmark Financial’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 		$391K Buy
3,327
+425
+15% +$47.2K 0.32% 40
2026
Q1 		$292K Buy
2,902
+150
+5% +$15.4K 0.26% 41
2025
Q4 		$267K Buy
+2,752
New +$265K 0.27% 40

Other funds holding IJK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Benchmark Financial's IJK Position: Q2 2026 in Review

Benchmark Financial increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 15% in Q2 2026, buying an estimated $47.2K and bringing the position to 3,327 shares worth $391K. The position accounts for 0.32% of the portfolio, ranked #40.

Benchmark Financial first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 666 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Benchmark Financial held 3,327 shares of iShares S&P Mid-Cap 400 Growth ETF worth $391K as of Q2 2026.
  • Benchmark Financial bought 425 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $47.2K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.32% of Benchmark Financial's portfolio in Q2 2026, its #40 holding.
  • Benchmark Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.