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

Ehrlich Financial 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 		– Sell
-12,339
Closed -$1.24M – 122
2026
Q1 		$1.24M Buy
+12,339
New +$1.27M 0.71% 39
2025
Q3 		– Sell
-8,916
Closed -$811K – 115
2025
Q2 		$811K Buy
+8,916
New +$763K 0.53% 50
2024
Q4 		– Sell
-11,821
Closed -$1.09M – 113
2024
Q3 		$1.09M Buy
+11,821
New +$1.06M 0.78% 32
2024
Q1 		– Sell
-8,072
Closed -$639K – 104
2023
Q4 		$639K Buy
+8,072
New +$592K 0.64% 41

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Ehrlich Financial Group's IJK Position: Q2 2026 in Review

Ehrlich Financial Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026, closing a stake of 12,339 shares — an estimated $1.24M sold.

Ehrlich Financial Group first reported a position in IJK in Q4 2023 and held it in 4 quarters. The position peaked at $1.24M in Q1 2026. 320 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Ehrlich Financial Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 12,339 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $1.24M.
  • Ehrlich Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and held it in 4 quarters.
  • Ehrlich Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.24M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.