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

Creative Financial Designs’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	$7.6K	Hold	65	–	–	﹤0.01%	1589
2026 Q1	$6.5K	Hold	65	–	–	﹤0.01%	1517
2025 Q4	$6.25K	Buy	65 +1	+2%	+$96	﹤0.01%	1459
2025 Q3	$6.17K	Hold	64	–	–	﹤0.01%	1479
2025 Q2	$5.85K	Sell	64 -1,934	-97%	-$166K	﹤0.01%	1489
2025 Q1	$166K	Buy	1,998 +3	+0.2%	+$270	0.01%	491
2024 Q4	$181K	Sell	1,995 -50	-2%	-$4.71K	0.01%	464
2024 Q3	$188K	Buy	2,045 +5	+0.2%	+$447	0.02%	461
2024 Q2	$180K	Buy	2,040 +3	+0.1%	+$265	0.02%	453
2024 Q1	$186K	Buy	2,037 +3	+0.1%	+$250	0.02%	433
2023 Q4	$161K	Buy	2,034 +14	+0.7%	+$1.03K	0.02%	435
2023 Q3	$146K	Hold	2,020	–	–	0.02%	415
2023 Q2	$151K	Buy	2,020 +5	+0.2%	+$357	0.02%	395
2023 Q1	$144K	Buy	2,015 +6	+0.3%	+$429	0.02%	392
2022 Q4	$137K	Sell	2,009 -189	-9%	-$13K	0.02%	389
2022 Q3	$139K	Buy	2,198 +8	+0.4%	+$552	0.02%	362
2022 Q2	$140K	Buy	2,190 +5	+0.2%	+$351	0.02%	366
2022 Q1	$169K	Sell	2,185 -206	-9%	-$15.9K	0.03%	341
2021 Q4	$204K	Buy	2,391 +170	+8%	+$14.3K	0.03%	307
2021 Q3	$176K	Buy	2,221 +406	+22%	+$33K	0.03%	326
2021 Q2	$147K	Buy	1,815 +2	+0.1%	+$161	0.03%	365
2021 Q1	$142K	Buy	1,813 +2	+0.1%	+$154	0.03%	346
2020 Q4	$131K	Buy	1,811 +3	+0.2%	+$200	0.03%	327
2020 Q3	$108K	Sell	1,808 -100	-5%	-$5.95K	0.03%	327
2020 Q2	$107K	Sell	1,908 -72	-4%	-$3.74K	0.03%	277
2020 Q1	$88K	Buy	1,980 +4	+0.2%	+$220	0.05%	184
2019 Q4	$118K	Buy	1,976 +12	+0.6%	+$688	0.05%	183
2019 Q3	$107K	Buy	1,964 +84	+4%	+$4.72K	0.06%	175
2019 Q2	$107K	Sell	1,880 -60	-3%	-$3.33K	0.06%	171
2019 Q1	$106K	Buy	1,940 +4	+0.2%	+$211	0.06%	162
2018 Q4	$93K	Buy	1,936 +8	+0.4%	+$419	0.07%	147
2018 Q3	$112K	Buy	1,928 +1,460	+312%	+$84.8K	0.06%	153
2018 Q2	$26K	Sell	468 -56	-11%	-$3.13K	0.02%	317
2018 Q1	$29K	Buy	524 +112	+27%	+$6.19K	0.02%	283
2017 Q4	$22K	Sell	412 -392	-49%	-$20.7K	0.01%	300
2017 Q3	$41K	Buy	804 +4	+0.5%	+$197	0.02%	258
2017 Q2	$39K	Buy	800 +600	+300%	+$29.2K	0.03%	258
2017 Q1	$10K	Sell	200 -224	-53%	-$10.6K	0.01%	399
2016 Q4	$19K	Buy	+424	New	+$18.7K	0.02%	321

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

Creative Financial Designs's IJK Position: Q2 2026 in Review

Creative Financial Designs held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 65 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Creative Financial Designs first reported a position in IJK in Q4 2016 and has held it in 39 quarters since. The position peaked at $204K in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Creative Financial Designs held 65 shares of iShares S&P Mid-Cap 400 Growth ETF worth $7.6K as of Q2 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q2 2026, its #1589 holding.
Creative Financial Designs first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 39 quarters since.
Creative Financial Designs's iShares S&P Mid-Cap 400 Growth ETF position peaked at $204K in Q4 2021.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.