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

DHJJ Financial Advisors’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	$125K	Hold	1,068	–	–	0.04%	282
2026 Q1	$107K	Hold	1,068	–	–	0.04%	278
2025 Q4	$103K	Hold	1,068	–	–	0.03%	271
2025 Q3	$102K	Sell	1,068 -203	-16%	-$19.1K	0.03%	259
2025 Q2	$116K	Sell	1,271 -175	-12%	-$15K	0.04%	229
2025 Q1	$120K	Sell	1,446 -86	-6%	-$7.75K	0.05%	197
2024 Q4	$139K	Hold	1,532	–	–	0.05%	187
2024 Q3	$141K	Hold	1,532	–	–	0.06%	182
2024 Q2	$135K	Hold	1,532	–	–	0.06%	177
2024 Q1	$140K	Hold	1,532	–	–	0.06%	171
2023 Q4	$121K	Hold	1,532	–	–	0.06%	177
2023 Q3	$111K	Buy	+1,532	New	+$116K	0.06%	174
2022 Q3	–	Sell	-3,790	Closed	-$242K	–	130
2022 Q2	$242K	Buy	+3,790	New	+$266K	0.14%	117

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

DHJJ Financial Advisors's IJK Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 1,068 shares worth $125K. The position accounts for 0.04% of the portfolio, ranked #282.

DHJJ Financial Advisors first reported a position in IJK in Q2 2022 and has held it in 13 quarters since. The position peaked at $242K in Q2 2022. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

DHJJ Financial Advisors held 1,068 shares of iShares S&P Mid-Cap 400 Growth ETF worth $125K as of Q2 2026.
DHJJ Financial Advisors 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 0.04% of DHJJ Financial Advisors's portfolio in Q2 2026, its #282 holding.
DHJJ Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and has held it in 13 quarters since.
DHJJ Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $242K in Q2 2022.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.