Congress Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Congress Asset Management’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	$479K	Sell	4,373 -10,686	-71%	-$1.21M	﹤0.01%	350
2026 Q2	$1.77M	Sell	15,059 -4,584	-23%	-$509K	0.01%	288
2026 Q1	$1.98M	Sell	19,643 -45,338	-70%	-$4.66M	0.01%	302
2025 Q4	$6.3M	Buy	64,981 +61,178	+1,609%	+$5.89M	0.04%	223
2025 Q3	$365K	Sell	3,803 -378	-9%	-$35.6K	﹤0.01%	367
2025 Q2	$380K	Sell	4,181 -25,318	-86%	-$2.17M	﹤0.01%	354
2025 Q1	$2.46M	Sell	29,499 -18,780	-39%	-$1.69M	0.02%	262
2024 Q4	$4.39M	Buy	48,279 +34,388	+248%	+$3.24M	0.03%	239
2024 Q3	$1.28M	Buy	13,891 +7,929	+133%	+$709K	0.01%	293
2024 Q2	$525K	Buy	+5,962	New	+$527K	﹤0.01%	321
2024 Q1	–	Sell	-5,942	Closed	-$471K	–	367
2023 Q4	$471K	Sell	5,942 -3,752	-39%	-$275K	﹤0.01%	343
2023 Q3	$700K	Buy	9,694 +6,473	+201%	+$488K	0.01%	326
2023 Q2	$242K	Buy	+3,221	New	+$230K	﹤0.01%	363
2023 Q1	–	Sell	-82,351	Closed	-$5.62M	–	375
2022 Q4	$5.62M	Buy	82,351 +75,798	+1,157%	+$5.21M	0.06%	207
2022 Q3	$413K	Sell	6,553 -3,075	-32%	-$212K	﹤0.01%	334
2022 Q2	$614K	Buy	+9,628	New	+$676K	0.01%	328
2022 Q1	–	Sell	-21,618	Closed	-$1.84M	–	371
2021 Q4	$1.84M	Buy	+21,618	New	+$1.81M	0.01%	289
2020 Q2	–	Sell	-20,444	Closed	-$912K	–	328
2020 Q1	$912K	Buy	20,444 +13,292	+186%	+$731K	0.01%	255
2019 Q4	$426K	Buy	+7,152	New	+$410K	0.01%	313
2019 Q1	–	Sell	-146,020	Closed	-$6.98M	–	356
2018 Q4	$6.98M	Buy	+146,020	New	+$7.64M	0.11%	117

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

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

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

Congress Asset Management's IJK Position: Q3 2026 in Review

Congress Asset Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 71% in Q3 2026, selling an estimated $1.21M and leaving 4,373 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Congress Asset Management first reported a position in IJK in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.98M in Q4 2018. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Congress Asset Management held 4,373 shares of iShares S&P Mid-Cap 400 Growth ETF worth $479K as of Q3 2026.
Congress Asset Management sold 10,686 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $1.21M.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #350 holding.
Congress Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 20 quarters since.
Congress Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.98M in Q4 2018.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.