Greenup Street Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Greenup Street Wealth Management’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	$554K	Sell	4,718 -400	-8%	-$44.4K	0.07%	92
2026 Q1	$515K	Sell	5,118 -365	-7%	-$37.5K	0.07%	89
2025 Q4	$531K	Sell	5,483 -756	-12%	-$72.8K	0.08%	84
2025 Q3	$598K	Sell	6,239 -98,878	-94%	-$9.32M	0.09%	95
2025 Q2	$9.56M	Buy	105,117 +3,694	+4%	+$316K	1.66%	13
2025 Q1	$8.45M	Sell	101,423 -3,408	-3%	-$307K	1.67%	14
2024 Q4	$9.53M	Sell	104,831 -28,840	-22%	-$2.72M	1.89%	12
2024 Q3	$12.3M	Buy	133,671 +10,719	+9%	+$959K	2.54%	11
2024 Q2	$10.8M	Buy	122,952 +19,665	+19%	+$1.74M	2.55%	11
2024 Q1	$9.43M	Sell	103,287 -18,072	-15%	-$1.51M	2.37%	9
2023 Q4	$9.61M	Buy	+121,359	New	+$8.9M	2.67%	9

Other funds holding IJK

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DADC

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Greenup Street Wealth Management's IJK Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.8% in Q2 2026, selling an estimated $44.4K and leaving 4,718 shares worth $554K. The position accounts for 0.07% of the portfolio, ranked #92.

Greenup Street Wealth Management first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3M in Q3 2024. 666 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Greenup Street Wealth Management held 4,718 shares of iShares S&P Mid-Cap 400 Growth ETF worth $554K as of Q2 2026.
Greenup Street Wealth Management sold 400 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $44.4K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Greenup Street Wealth Management's portfolio in Q2 2026, its #92 holding.
Greenup Street Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Greenup Street Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12.3M in Q3 2024.
666 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.