Financial Life Planners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Financial Life Planners’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	$266K	Sell	2,260 -96	-4%	-$10.7K	0.17%	54
2026 Q1	$237K	Buy	2,356 +2	+0.1%	+$205	0.18%	48
2025 Q4	$228K	Buy	2,354 +5	+0.2%	+$481	0.16%	55
2025 Q3	$225K	Sell	2,349 -69	-3%	-$6.5K	0.15%	53
2025 Q2	$220K	Sell	2,418 -820	-25%	-$70.2K	0.18%	52
2025 Q1	$270K	Sell	3,238 -336	-9%	-$30.3K	0.26%	41
2024 Q4	$325K	Buy	+3,574	New	+$337K	0.27%	40

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

Financial Life Planners's IJK Position: Q2 2026 in Review

Financial Life Planners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.1% in Q2 2026, selling an estimated $10.7K and leaving 2,260 shares worth $266K. The position accounts for 0.17% of the portfolio, ranked #54.

Financial Life Planners first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Financial Life Planners held 2,260 shares of iShares S&P Mid-Cap 400 Growth ETF worth $266K as of Q2 2026.
Financial Life Planners sold 96 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $10.7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Financial Life Planners's portfolio in Q2 2026, its #54 holding.
Financial Life Planners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Financial Life Planners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $325K in Q4 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.