BFC Planning, Inc.’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.52M Buy
55,449
+55,349
+55,349% +$6.15M 0.27% 77
2026
Q1
$10K Hold
100
– – ﹤0.01% 2048
2025
Q4
$9.6K Sell
100
-300
-75% -$28.9K ﹤0.01% 2095
2025
Q3
$38.3K Hold
400
– – ﹤0.01% 1289
2025
Q2
$36.4K Sell
400
-186
-32% -$15.9K ﹤0.01% 1242
2025
Q1
$48.8K Buy
586
+65
+12% +$5.86K ﹤0.01% 1116
2024
Q4
$47.4K Buy
+521
New +$49.1K ﹤0.01% 1128

Other funds holding IJK

BFC Planning, Inc.'s IJK Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 55,349% in Q2 2026, buying an estimated $6.15M and bringing the position to 55,449 shares worth $6.52M. The position accounts for 0.27% of the portfolio, ranked #77.

BFC Planning, Inc. first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 995 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • BFC Planning, Inc. held 55,449 shares of iShares S&P Mid-Cap 400 Growth ETF worth $6.52M as of Q2 2026.
  • BFC Planning, Inc. bought 55,349 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $6.15M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.27% of BFC Planning, Inc.'s portfolio in Q2 2026, its #77 holding.
  • BFC Planning, Inc. first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 995 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.