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

Chapin Davis’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 		$260K Hold
2,376
– – 0.05% 207
2026
Q2 		$279K Hold
2,376
– – 0.05% 199
2026
Q1 		$239K Hold
2,376
– – 0.05% 228
2025
Q4 		$230K Hold
2,376
– – 0.05% 216
2025
Q3 		$228K Hold
2,376
– – 0.06% 218
2025
Q2 		$216K Sell
2,376
-70
-3% -$5.99K 0.06% 209
2025
Q1 		$204K Hold
2,446
– – 0.07% 206
2024
Q4 		$225K Hold
2,446
– – 0.07% 203
2024
Q3 		$225K Hold
2,446
– – 0.07% 204
2024
Q2 		$216K Hold
2,446
– – 0.07% 201
2024
Q1 		$223K Buy
+2,446
New +$204K 0.08% 198

Other funds holding IJK

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Chapin Davis's IJK Position: Q3 2026 in Review

Chapin Davis held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 2,376 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #207.

Chapin Davis first reported a position in IJK in Q1 2024 and has held it in 11 quarters since. The position peaked at $279K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • Chapin Davis held 2,376 shares of iShares S&P Mid-Cap 400 Growth ETF worth $260K as of Q3 2026.
  • Chapin Davis left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Chapin Davis's portfolio in Q3 2026, its #207 holding.
  • Chapin Davis first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Chapin Davis's iShares S&P Mid-Cap 400 Growth ETF position peaked at $279K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.