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

Causey Wealth LLC’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	$6.67M	Buy	56,781 +4	+0%	+$444	2.61%	14
2026 Q1	$5.71M	Buy	56,777 +2,344	+4%	+$241K	2.43%	16
2025 Q4	$5.27M	Buy	54,433 +3,361	+7%	+$324K	2.4%	17
2025 Q3	$4.9M	Buy	51,072 +1,981	+4%	+$187K	2.39%	20
2025 Q2	$4.47M	Sell	49,091 -2,724	-5%	-$233K	2.3%	21
2025 Q1	$4.32M	Buy	51,815 +5,249	+11%	+$473K	2.41%	17
2024 Q4	$4.23M	Buy	+46,566	New	+$4.39M	2.47%	16

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

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

Causey Wealth LLC's IJK Position: Q2 2026 in Review

Causey Wealth LLC increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.01% in Q2 2026, buying an estimated $444 and bringing the position to 56,781 shares worth $6.67M. The position accounts for 2.61% of the portfolio, ranked #14.

Causey Wealth LLC first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Causey Wealth LLC held 56,781 shares of iShares S&P Mid-Cap 400 Growth ETF worth $6.67M as of Q2 2026.
Causey Wealth LLC bought 4 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $444.
iShares S&P Mid-Cap 400 Growth ETF made up 2.61% of Causey Wealth LLC's portfolio in Q2 2026, its #14 holding.
Causey Wealth LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.