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 Q3	$1.99M	Sell	18,151 -410	-2%	-$46.5K	1.55%	15
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%	-$9.6K	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%	-$1.92K	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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

C2C Wealth Management's IJK Position: Q3 2026 in Review

C2C Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.2% in Q3 2026, selling an estimated $46.5K and leaving 18,151 shares worth $1.99M. The position accounts for 1.55% of the portfolio, ranked #15.

C2C Wealth Management first reported a position in IJK in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.18M in Q2 2026. 602 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

C2C Wealth Management held 18,151 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.99M as of Q3 2026.
C2C Wealth Management sold 410 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $46.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 1.55% of C2C Wealth Management's portfolio in Q3 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 20 quarters since.
C2C Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.18M in Q2 2026.
602 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on C2C Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.