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IJK icon

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

Bensler’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 		$412K Sell
3,504
-30
-0.8% -$3.33K 0.04% 143
2026
Q1 		$356K Buy
3,534
+30
+0.9% +$3.08K 0.04% 141
2025
Q4 		$339K Sell
3,504
-200
-5% -$19.3K 0.03% 141
2025
Q3 		$355K Sell
3,704
-399
-10% -$37.6K 0.04% 131
2025
Q2 		$373K Hold
4,103
– – 0.04% 124
2025
Q1 		$342K Hold
4,103
– – 0.04% 123
2024
Q4 		$373K Sell
4,103
-279
-6% -$26.3K 0.04% 123
2024
Q3 		$403K Buy
4,382
+1
+0% +$89 0.05% 113
2024
Q2 		$386K Hold
4,381
– – 0.05% 115
2024
Q1 		$400K Buy
4,381
+1
+0% +$83 0.06% 114
2023
Q4 		$347K Buy
4,380
+6
+0.1% +$440 0.06% 118
2023
Q3 		$316K Hold
4,374
– – 0.06% 119
2023
Q2 		$328K Sell
4,374
-259
-6% -$18.5K 0.06% 120
2023
Q1 		$331K Sell
4,633
-93
-2% -$6.64K 0.07% 116
2022
Q4 		$323K Buy
4,726
+359
+8% +$24.7K 0.07% 116
2022
Q3 		$275K Buy
4,367
+3
+0.1% +$207 0.07% 122
2022
Q2 		$278K Buy
4,364
+2
+0% +$140 0.07% 124
2022
Q1 		$337K Buy
+4,362
New +$337K 0.07% 121

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Bensler's IJK Position: Q2 2026 in Review

Bensler reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.85% in Q2 2026, selling an estimated $3.33K and leaving 3,504 shares worth $412K. The position accounts for 0.04% of the portfolio, ranked #143.

Bensler first reported a position in IJK in Q1 2022 and has held it in 18 quarters since. 355 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Bensler held 3,504 shares of iShares S&P Mid-Cap 400 Growth ETF worth $412K as of Q2 2026.
  • Bensler sold 30 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $3.33K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Bensler's portfolio in Q2 2026, its #143 holding.
  • Bensler first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.