Fee-Only Financial Planning’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Fee-Only Financial Planning’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	$289K	Sell	2,460 -100	-4%	-$11.1K	0.15%	34
2026 Q1	$258K	Hold	2,560	–	–	0.16%	39
2025 Q4	$248K	Hold	2,560	–	–	0.14%	38
2025 Q3	$245K	Hold	2,560	–	–	0.14%	39
2025 Q2	$233K	Hold	2,560	–	–	0.14%	39
2025 Q1	$213K	Hold	2,560	–	–	0.15%	39
2024 Q4	$233K	Hold	2,560	–	–	0.15%	37
2024 Q3	$235K	Hold	2,560	–	–	0.15%	37
2024 Q2	$226K	Hold	2,560	–	–	0.15%	38
2024 Q1	$234K	Hold	2,560	–	–	0.16%	37
2023 Q4	$203K	Buy	+2,560	New	+$188K	0.15%	41

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

Fee-Only Financial Planning's IJK Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.9% in Q2 2026, selling an estimated $11.1K and leaving 2,460 shares worth $289K. The position accounts for 0.15% of the portfolio, ranked #34.

Fee-Only Financial Planning first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Fee-Only Financial Planning held 2,460 shares of iShares S&P Mid-Cap 400 Growth ETF worth $289K as of Q2 2026.
Fee-Only Financial Planning sold 100 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $11.1K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.15% of Fee-Only Financial Planning's portfolio in Q2 2026, its #34 holding.
Fee-Only Financial Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.