Eclectic Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Eclectic Associates’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	$318K	Hold	2,900	–	–	0.04%	122
2026 Q2	$341K	Sell	2,900 -68	-2%	-$7.55K	0.04%	121
2026 Q1	$299K	Hold	2,968	–	–	0.04%	123
2025 Q4	$288K	Hold	2,968	–	–	0.04%	120
2025 Q3	$285K	Hold	2,968	–	–	0.05%	107
2025 Q2	$270K	Hold	2,968	–	–	0.06%	110
2025 Q1	$247K	Hold	2,968	–	–	0.07%	109
2024 Q4	$270K	Hold	2,968	–	–	0.08%	107
2024 Q3	$273K	Hold	2,968	–	–	0.11%	87
2024 Q2	$262K	Hold	2,968	–	–	0.12%	79
2024 Q1	$271K	Hold	2,968	–	–	0.12%	80
2023 Q4	$235K	Hold	2,968	–	–	0.11%	79
2023 Q3	$214K	Hold	2,968	–	–	0.11%	77
2023 Q2	$223K	Hold	2,968	–	–	0.11%	78
2023 Q1	$212K	Hold	2,968	–	–	0.11%	76
2022 Q4	$203K	Buy	+2,968	New	+$204K	0.1%	77
2022 Q2	–	Sell	-2,968	Closed	-$229K	–	70
2022 Q1	$229K	Hold	2,968	–	–	0.15%	66
2021 Q4	$253K	Hold	2,968	–	–	0.16%	66
2021 Q3	$235K	Hold	2,968	–	–	0.17%	59
2021 Q2	$240K	Hold	2,968	–	–	0.18%	56
2021 Q1	$233K	Hold	2,968	–	–	0.19%	55
2020 Q4	$214K	Buy	+2,968	New	+$198K	0.2%	54

Other funds holding IJK

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

Eclectic Associates's IJK Position: Q3 2026 in Review

Eclectic Associates held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 2,900 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #122.

Eclectic Associates first reported a position in IJK in Q4 2020 and has held it in 22 quarters since. The position peaked at $341K in Q2 2026. 259 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Eclectic Associates held 2,900 shares of iShares S&P Mid-Cap 400 Growth ETF worth $318K as of Q3 2026.
Eclectic Associates left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Eclectic Associates's portfolio in Q3 2026, its #122 holding.
Eclectic Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 22 quarters since.
Eclectic Associates's iShares S&P Mid-Cap 400 Growth ETF position peaked at $341K in Q2 2026.
259 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.