EIP
IJK icon

Essential Investment Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Essential Investment Partners’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 		$9.4K Hold
80
– – 0.01% 214
2026
Q1 		$8.05K Hold
80
– – 0.01% 212
2025
Q4 		$7.75K Buy
+80
New +$7.7K 0.01% 203

Other funds holding IJK

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
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
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

Essential Investment Partners's IJK Position: Q2 2026 in Review

Essential Investment Partners held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 80 shares worth $9.4K. The position accounts for 0.01% of the portfolio, ranked #214.

Essential Investment Partners first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 264 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Essential Investment Partners held 80 shares of iShares S&P Mid-Cap 400 Growth ETF worth $9.4K as of Q2 2026.
  • Essential Investment Partners 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 Essential Investment Partners's portfolio in Q2 2026, its #214 holding.
  • Essential Investment Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 264 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.