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

Benchmark 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
2025 Q2	$218K	Buy	+2,398	New	+$205K	0.1%	69
2025 Q1	–	Sell	-2,398	Closed	-$218K	–	68
2024 Q4	$218K	Hold	2,398	–	–	0.11%	50
2024 Q3	$220K	Hold	2,398	–	–	0.11%	51
2024 Q2	$211K	Hold	2,398	–	–	0.11%	49
2024 Q1	$219K	Buy	+2,398	New	+$200K	0.12%	46
2022 Q2	–	Sell	-3,206	Closed	-$248K	–	49
2022 Q1	$248K	Hold	3,206	–	–	0.17%	44
2021 Q4	$273K	Hold	3,206	–	–	0.18%	42
2021 Q3	$254K	Sell	3,206 -200	-6%	-$16.2K	0.18%	39
2021 Q2	$276K	Hold	3,406	–	–	0.19%	38
2021 Q1	$267K	Hold	3,406	–	–	0.2%	35
2020 Q4	$246K	Buy	3,406 +30	+0.9%	+$2K	0.19%	39
2020 Q3	$202K	Buy	+3,376	New	+$201K	0.16%	47
2020 Q1	–	Sell	-3,376	Closed	-$201K	–	48
2019 Q4	$201K	Buy	+3,376	New	+$193K	0.17%	48

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benchmark Wealth Management's IJK Position: Q2 2025 in Review

Benchmark Wealth Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025: 2,398 shares worth $218K. The stake represents 0.1% of the portfolio and ranks #69 among its holdings. This is a return to the name: Benchmark Wealth Management previously reported a position in IJK as recently as Q4 2024.

Benchmark Wealth Management first reported a position in IJK in Q4 2019 and has held it in 13 quarters since. The position peaked at $276K in Q2 2021. 867 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

Benchmark Wealth Management held 2,398 shares of iShares S&P Mid-Cap 400 Growth ETF worth $218K as of Q2 2025.
iShares S&P Mid-Cap 400 Growth ETF was a new Benchmark Wealth Management position in Q2 2025.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Benchmark Wealth Management's portfolio in Q2 2025, its #69 holding.
Benchmark Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 13 quarters since.
Benchmark Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $276K in Q2 2021.
867 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.