Greater Midwest Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Greater Midwest Financial Group’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	$321K	Buy	2,730 +3	+0.1%	+$333	0.16%	51
2026 Q1	$274K	Buy	2,727 +3	+0.1%	+$308	0.15%	56
2025 Q4	$264K	Buy	2,724 +6	+0.2%	+$578	0.15%	59
2025 Q3	$261K	Buy	2,718 +5	+0.2%	+$471	0.17%	54
2025 Q2	$247K	Buy	2,713 +4	+0.1%	+$343	0.19%	50
2025 Q1	$226K	Buy	2,709 +4	+0.1%	+$360	0.16%	51
2024 Q4	$246K	Buy	2,705 +6	+0.2%	+$565	0.16%	49
2024 Q3	$248K	Buy	2,699 +7	+0.3%	+$626	0.15%	52
2024 Q2	$235K	Buy	2,692 +4	+0.1%	+$354	0.15%	51
2024 Q1	$245K	Buy	2,688 +4	+0.1%	+$334	0.15%	48
2023 Q4	$213K	Buy	+2,684	New	+$197K	0.14%	48

Other funds holding IJK

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

Greater Midwest Financial Group's IJK Position: Q2 2026 in Review

Greater Midwest Financial Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.11% in Q2 2026, buying an estimated $333 and bringing the position to 2,730 shares worth $321K. The position accounts for 0.16% of the portfolio, ranked #51.

Greater Midwest Financial Group first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Greater Midwest Financial Group held 2,730 shares of iShares S&P Mid-Cap 400 Growth ETF worth $321K as of Q2 2026.
Greater Midwest Financial Group bought 3 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $333.
iShares S&P Mid-Cap 400 Growth ETF made up 0.16% of Greater Midwest Financial Group's portfolio in Q2 2026, its #51 holding.
Greater Midwest Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
320 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.