Compton Wealth Advisory Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Compton Wealth Advisory 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	$828K	Sell	7,134 -965	-12%	-$107K	0.17%	58
2026 Q1	$824K	Hold	8,099	–	–	0.18%	59
2025 Q4	$785K	Hold	8,099	–	–	0.17%	59
2025 Q3	$777K	Buy	8,099 +95	+1%	+$8.95K	0.18%	59
2025 Q2	$728K	Sell	8,004 -335	-4%	-$28.7K	0.18%	56
2025 Q1	$694K	Buy	8,339 +45	+0.5%	+$4.05K	0.19%	60
2024 Q4	$754K	Buy	8,294 +40	+0.5%	+$3.77K	0.19%	67
2024 Q3	$759K	Hold	8,254	–	–	0.19%	67
2024 Q2	$727K	Sell	8,254 -242	-3%	-$21.4K	0.19%	65
2024 Q1	$775K	Hold	8,496	–	–	0.21%	63
2023 Q4	$673K	Sell	8,496 -3,633	-30%	-$267K	0.21%	56
2023 Q3	$876K	Hold	12,129	–	–	0.3%	57
2023 Q2	$910K	Sell	12,129 -1,191	-9%	-$85K	0.3%	56
2023 Q1	$952K	Hold	13,320	–	–	0.33%	55
2022 Q4	$910K	Hold	13,320	–	–	0.35%	56
2022 Q3	$839K	Sell	13,320 -1,473	-10%	-$102K	0.36%	57
2022 Q2	$943K	Buy	14,793 +1,654	+13%	+$116K	0.41%	55
2022 Q1	$1.01M	Buy	13,139 +3,006	+30%	+$232K	0.39%	55
2021 Q4	$864K	Buy	10,133 +509	+5%	+$42.7K	0.37%	55
2021 Q3	$762K	Sell	9,624 -91	-0.9%	-$7.39K	0.36%	53
2021 Q2	$786K	Buy	9,715 +5	+0.1%	+$401	0.37%	52
2021 Q1	$761K	Hold	9,710	–	–	0.44%	45
2020 Q4	$701K	Sell	9,710 -50	-0.5%	-$3.33K	0.44%	41
2020 Q3	$584K	Sell	9,760 -332	-3%	-$19.8K	0.44%	46
2020 Q2	$565K	Sell	10,092 -956	-9%	-$49.6K	0.6%	46
2020 Q1	$493K	Sell	11,048 -772	-7%	-$42.5K	0.64%	42
2019 Q4	$704K	Sell	11,820 -1,028	-8%	-$58.9K	0.62%	42
2019 Q3	$719K	Buy	12,848 +224	+2%	+$12.6K	0.4%	48
2019 Q2	$714K	Buy	12,624 +100	+0.8%	+$5.54K	0.37%	44
2019 Q1	$686K	Buy	12,524 +236	+2%	+$12.5K	0.36%	43
2018 Q4	$587K	Buy	+12,288	New	+$643K	0.3%	44

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

Compton Wealth Advisory Group's IJK Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 12% in Q2 2026, selling an estimated $107K and leaving 7,134 shares worth $828K. The position accounts for 0.17% of the portfolio, ranked #58.

Compton Wealth Advisory Group first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.01M in Q1 2022. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Compton Wealth Advisory Group held 7,134 shares of iShares S&P Mid-Cap 400 Growth ETF worth $828K as of Q2 2026.
Compton Wealth Advisory Group sold 965 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $107K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #58 holding.
Compton Wealth Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
Compton Wealth Advisory Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.01M in Q1 2022.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.