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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$381K Buy
3,477
+150
+5% +$17K 0.29% 44
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

Benchmark Financial's IJK Position: Q3 2026 in Review

Benchmark Financial increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.5% in Q3 2026, buying an estimated $17K and bringing the position to 3,477 shares worth $381K. The position accounts for 0.29% of the portfolio, ranked #44.

Benchmark Financial first reported a position in IJK in Q4 2025 and has held it in 4 quarters since. The position peaked at $391K in Q2 2026. 611 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • Benchmark Financial held 3,477 shares of iShares S&P Mid-Cap 400 Growth ETF worth $381K as of Q3 2026.
  • Benchmark Financial bought 150 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $17K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.29% of Benchmark Financial's portfolio in Q3 2026, its #44 holding.
  • Benchmark Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Benchmark Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $391K in Q2 2026.
  • 611 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.