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

FC Advisory’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	$211K	Buy	1,928 +2	+0.1%	+$227	0.06%	110
2026 Q2	$226K	Buy	+1,926	New	+$214K	0.06%	109
2025 Q4	–	Sell	-2,196	Closed	-$211K	–	118
2025 Q3	$211K	Buy	+2,196	New	+$207K	0.06%	115
2024 Q2	–	Sell	-2,564	Closed	-$234K	–	97
2024 Q1	$234K	Sell	2,564 -168	-6%	-$14K	0.09%	93
2023 Q4	$216K	Buy	+2,732	New	+$200K	0.08%	93

Other funds holding IJK

IWA

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FC Advisory's IJK Position: Q3 2026 in Review

FC Advisory increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.1% in Q3 2026, buying an estimated $227 and bringing the position to 1,928 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #110.

FC Advisory first reported a position in IJK in Q4 2023 and has held it in 5 quarters since. The position peaked at $234K in Q1 2024. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

FC Advisory held 1,928 shares of iShares S&P Mid-Cap 400 Growth ETF worth $211K as of Q3 2026.
FC Advisory bought 2 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $227.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of FC Advisory's portfolio in Q3 2026, its #110 holding.
FC Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 5 quarters since.
FC Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $234K in Q1 2024.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on FC Advisory's 13F filing for Q3 2026, filed 5 Oct 2026.