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

Comprehensive Financial Planning’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	$44.7K	Buy	381 +1	+0.3%	+$111	0.02%	181
2026 Q1	$38.3K	Buy	380 +1	+0.3%	+$103	0.03%	172
2025 Q4	$36.8K	Hold	379	–	–	0.02%	179
2025 Q3	$36.3K	Buy	379 +1	+0.3%	+$94	0.02%	179
2025 Q2	$34.4K	Buy	378 +1	+0.3%	+$86	0.03%	172
2025 Q1	$31.5K	Sell	377 -112	-23%	-$10.1K	0.03%	160
2024 Q4	$44.5K	Buy	+489	New	+$46K	0.04%	162

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

Comprehensive Financial Planning's IJK Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.26% in Q2 2026, buying an estimated $111 and bringing the position to 381 shares worth $44.7K. The position accounts for 0.02% of the portfolio, ranked #181.

Comprehensive Financial Planning 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.

Comprehensive Financial Planning held 381 shares of iShares S&P Mid-Cap 400 Growth ETF worth $44.7K as of Q2 2026.
Comprehensive Financial Planning 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 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #181 holding.
Comprehensive Financial Planning 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 Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.