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 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 $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fee-Only Financial Planning's IJK Position: Q1 2026 in Review

Fee-Only Financial Planning held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,560 shares worth $258K. The position accounts for 0.16% of the portfolio, ranked #39.

Fee-Only Financial Planning first reported a position in IJK in Q4 2023 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Fee-Only Financial Planning held 2,560 shares of iShares S&P Mid-Cap 400 Growth ETF worth $258K as of Q1 2026.
Fee-Only Financial Planning left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.16% of Fee-Only Financial Planning's portfolio in Q1 2026, its #39 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 10 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.