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

Connecticut Wealth 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 Q2	$337K	Sell	2,867 -315	-10%	-$35K	0.01%	282
2026 Q1	$320K	Buy	3,182 +182	+6%	+$18.7K	0.01%	270
2025 Q4	$291K	Hold	3,000	–	–	0.01%	268
2025 Q3	$288K	Hold	3,000	–	–	0.01%	277
2025 Q2	$273K	Hold	3,000	–	–	0.01%	267
2025 Q1	$250K	Hold	3,000	–	–	0.01%	272
2024 Q4	$273K	Hold	3,000	–	–	0.01%	234
2024 Q3	$276K	Hold	3,000	–	–	0.01%	272
2024 Q2	$264K	Hold	3,000	–	–	0.01%	282
2024 Q1	$274K	Hold	3,000	–	–	0.01%	275
2023 Q4	$238K	Hold	3,000	–	–	0.01%	291
2023 Q3	$217K	Sell	3,000 -152	-5%	-$11.5K	0.01%	276
2023 Q2	$236K	Buy	3,152 +152	+5%	+$10.9K	0.02%	231
2023 Q1	$215K	Hold	3,000	–	–	0.02%	236
2022 Q4	$205K	Buy	+3,000	New	+$206K	0.02%	196
2022 Q3	–	Sell	-3,780	Closed	-$241K	–	196
2022 Q2	$241K	Buy	3,780 +780	+26%	+$54.8K	0.02%	161
2022 Q1	$232K	Sell	3,000 -51	-2%	-$3.94K	0.02%	171
2021 Q4	$260K	Sell	3,051 -580	-16%	-$48.6K	0.02%	173
2021 Q3	$288K	Buy	3,631 +51	+1%	+$4.14K	0.03%	161
2021 Q2	$290K	Buy	+3,580	New	+$287K	0.03%	153
2021 Q1	–	Sell	-10,505	Closed	-$855K	–	188
2020 Q4	$855K	Buy	10,505 +6,825	+185%	+$455K	0.09%	86
2020 Q3	$220K	Sell	3,680 -15,012	-80%	-$893K	0.02%	188
2020 Q2	$725K	Buy	18,692 +6,640	+55%	+$345K	0.09%	69
2020 Q1	$538K	Sell	12,052 -2,396	-17%	-$132K	0.08%	88
2019 Q4	$860K	Buy	14,448 +2,148	+17%	+$123K	0.09%	84
2019 Q3	$688K	Hold	12,300	–	–	0.08%	91
2019 Q2	$696K	Buy	+12,300	New	+$682K	0.09%	85

Other funds holding IJK

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Connecticut Wealth Management's IJK Position: Q2 2026 in Review

Connecticut Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 9.9% in Q2 2026, selling an estimated $35K and leaving 2,867 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #282.

Connecticut Wealth Management first reported a position in IJK in Q2 2019 and has held it in 27 quarters since. The position peaked at $860K in Q4 2019. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Connecticut Wealth Management held 2,867 shares of iShares S&P Mid-Cap 400 Growth ETF worth $337K as of Q2 2026.
Connecticut Wealth Management sold 315 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $35K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #282 holding.
Connecticut Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2019 and has held it in 27 quarters since.
Connecticut Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $860K in Q4 2019.
480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.