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

Cornerstone Planning 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	$58K	Hold	513	–	–	0.01%	370
2026 Q1	$56.6K	Buy	513 +1	+0.2%	+$103	0.01%	368
2025 Q4	$52.6K	Buy	512 +1	+0.2%	+$96	0.01%	334
2025 Q3	$48.7K	Buy	511 +1	+0.2%	+$94	0.01%	350
2025 Q2	$47.3K	Buy	510 +1	+0.2%	+$86	0.01%	251
2025 Q1	$41K	Buy	509 +32	+7%	+$2.88K	0.01%	270
2024 Q4	$44.9K	Buy	477 +1	+0.2%	+$94	0.01%	200
2024 Q3	$43.9K	Buy	476 +1	+0.2%	+$89	0.01%	202
2024 Q2	$40.3K	Hold	475	–	–	0.01%	229
2024 Q1	$41.7K	Hold	475	–	–	0.01%	192
2023 Q4	$37.6K	Hold	475	–	–	0.01%	219
2023 Q3	$34.3K	Hold	475	–	–	0.01%	231
2023 Q2	$35.6K	Buy	+475	New	+$33.9K	0.01%	309

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

Cornerstone Planning Group's IJK Position: Q2 2026 in Review

Cornerstone Planning Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 513 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #370.

Cornerstone Planning Group first reported a position in IJK in Q2 2023 and has held it in 13 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Cornerstone Planning Group held 513 shares of iShares S&P Mid-Cap 400 Growth ETF worth $58K as of Q2 2026.
Cornerstone Planning Group left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #370 holding.
Cornerstone Planning Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2023 and has held it in 13 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.