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

Clayton Financial Group’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 		$382K Buy
3,248
+1
+0% +$111 0.21% 42
2026
Q1 		$327K Buy
3,247
+1
+0% +$103 0.17% 56
2025
Q4 		$314K Buy
3,246
+384
+13% +$37K 0.16% 56
2025
Q3 		$274K Buy
+2,862
New +$270K 0.2% 43
2025
Q2 		– Sell
-4,736
Closed -$394K – 59
2025
Q1 		$394K Sell
4,736
-10
-0.2% -$901 0.14% 79
2024
Q4 		$432K Sell
4,746
-41
-0.9% -$3.86K 0.16% 72
2024
Q3 		$440K Buy
4,787
+293
+7% +$26.2K 0.16% 69
2024
Q2 		$410K Hold
4,494
– – 0.18% 65
2024
Q1 		$410K Buy
+4,494
New +$375K 0.19% 65

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Clayton Financial Group's IJK Position: Q2 2026 in Review

Clayton Financial Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.03% in Q2 2026, buying an estimated $111 and bringing the position to 3,248 shares worth $382K. The position accounts for 0.21% of the portfolio, ranked #42.

Clayton Financial Group first reported a position in IJK in Q1 2024 and has held it in 9 quarters since. The position peaked at $440K in Q3 2024. 320 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Clayton Financial Group held 3,248 shares of iShares S&P Mid-Cap 400 Growth ETF worth $382K as of Q2 2026.
  • Clayton Financial Group bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.21% of Clayton Financial Group's portfolio in Q2 2026, its #42 holding.
  • Clayton Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Clayton Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $440K in Q3 2024.
  • 320 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.