CWM
IJK icon

C2C Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

C2C 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 		$2.18M Sell
18,561
-894
-5% -$99.3K 1.71% 15
2026
Q1 		$1.96M Buy
19,455
+20
+0.1% +$2.06K 1.66% 14
2025
Q4 		$1.88M Sell
19,435
-40
-0.2% -$3.85K 1.59% 14
2025
Q3 		$1.87M Hold
19,475
– – 1.6% 14
2025
Q2 		$1.77M Sell
19,475
-112
-0.6% -$9.59K 1.6% 15
2025
Q1 		$1.63M Sell
19,587
-40
-0.2% -$3.6K 1.53% 15
2024
Q4 		$1.78M Hold
19,627
– – 1.65% 14
2024
Q3 		$1.78M Buy
19,627
+205
+1% +$18.3K 1.66% 14
2024
Q2 		$1.71M Hold
19,422
– – 1.67% 15
2024
Q1 		$1.77M Buy
19,422
+140
+0.7% +$11.7K 1.76% 14
2023
Q4 		$1.54M Sell
19,282
-64
-0.3% -$4.7K 1.31% 18
2023
Q3 		$1.38M Sell
19,346
-40
-0.2% -$3.02K 0.2% 55
2023
Q2 		$1.5M Buy
19,386
+1,452
+8% +$104K 0.2% 58
2023
Q1 		$1.28M Hold
17,934
– – 0.21% 57
2022
Q4 		$1.26M Sell
17,934
-28
-0.2% -$1.93K 0.22% 49
2022
Q3 		$1.21M Buy
17,962
+108
+0.6% +$7.46K 0.24% 50
2022
Q2 		$1.2M Sell
17,854
-108
-0.6% -$7.59K 0.22% 52
2022
Q1 		$1.39M Sell
17,962
-100
-0.6% -$7.73K 0.24% 53
2021
Q4 		$1.54M Buy
+18,062
New +$1.51M 0.22% 52

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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

C2C Wealth Management's IJK Position: Q2 2026 in Review

C2C Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.6% in Q2 2026, selling an estimated $99.3K and leaving 18,561 shares worth $2.18M. The position accounts for 1.71% of the portfolio, ranked #15.

C2C Wealth Management first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • C2C Wealth Management held 18,561 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.18M as of Q2 2026.
  • C2C Wealth Management sold 894 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $99.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.71% of C2C Wealth Management's portfolio in Q2 2026, its #15 holding.
  • C2C Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.