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

Cahill Financial Advisors’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	$385K	Hold	3,274	–	–	0.04%	216
2026 Q1	$329K	Buy	3,274 +1	+0%	+$103	0.04%	232
2025 Q4	$317K	Buy	3,273 +1	+0%	+$96	0.03%	237
2025 Q3	$314K	Hold	3,272	–	–	0.04%	232
2025 Q2	$298K	Buy	3,272 +1	+0%	+$86	0.04%	229
2025 Q1	$272K	Buy	3,271 +1	+0%	+$90	0.04%	227
2024 Q4	$297K	Buy	3,270 +1	+0%	+$94	0.04%	221
2024 Q3	$301K	Buy	3,269 +349	+12%	+$31.2K	0.04%	208
2024 Q2	$257K	Hold	2,920	–	–	0.04%	236
2024 Q1	$266K	Buy	2,920 +1	+0%	+$83	0.04%	230
2023 Q4	$231K	Buy	2,919 +3	+0.1%	+$220	0.03%	225
2023 Q3	$211K	Hold	2,916	–	–	0.04%	231
2023 Q2	$219K	Buy	2,916 +1	+0%	+$71	0.04%	226
2023 Q1	$208K	Buy	+2,915	New	+$208K	0.04%	227
2022 Q2	–	Sell	-2,905	Closed	-$224K	–	214
2022 Q1	$224K	Buy	2,905 +6	+0.2%	+$464	0.04%	212
2021 Q4	$247K	Buy	2,899 +4	+0.1%	+$335	0.05%	202
2021 Q3	$229K	Buy	2,895 +18	+0.6%	+$1.46K	0.05%	202
2021 Q2	$233K	Buy	2,877 +35	+1%	+$2.81K	0.05%	195
2021 Q1	$223K	Buy	2,842 +23	+0.8%	+$1.77K	0.05%	192
2020 Q4	$204K	Buy	+2,819	New	+$188K	0.05%	188

Other funds holding IJK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Cahill Financial Advisors's IJK Position: Q2 2026 in Review

Cahill Financial Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,274 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #216.

Cahill Financial Advisors first reported a position in IJK in Q4 2020 and has held it in 20 quarters since. 784 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Cahill Financial Advisors held 3,274 shares of iShares S&P Mid-Cap 400 Growth ETF worth $385K as of Q2 2026.
Cahill Financial Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #216 holding.
Cahill Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 20 quarters since.
784 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.