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 Q3	$270K	Hold	2,460	–	–	0.15%	38
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 $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fee-Only Financial Planning's IJK Position: Q3 2026 in Review

Fee-Only Financial Planning held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 2,460 shares worth $270K. The position accounts for 0.15% of the portfolio, ranked #38.

Fee-Only Financial Planning first reported a position in IJK in Q4 2023 and has held it in 12 quarters since. The position peaked at $289K in Q2 2026. 859 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Fee-Only Financial Planning held 2,460 shares of iShares S&P Mid-Cap 400 Growth ETF worth $270K as of Q3 2026.
Fee-Only Financial Planning 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 0.15% of Fee-Only Financial Planning's portfolio in Q3 2026, its #38 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 12 quarters since.
Fee-Only Financial Planning's iShares S&P Mid-Cap 400 Growth ETF position peaked at $289K in Q2 2026.
859 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.