HCR Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

HCR Wealth Advisors’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	$463K	Buy	3,942 +29	+0.7%	+$3.22K	0.04%	164
2026 Q1	$394K	Hold	3,913	–	–	0.04%	172
2025 Q4	$379K	Hold	3,913	–	–	0.04%	179
2025 Q3	$377K	Hold	3,913	–	–	0.04%	171
2025 Q2	$356K	Sell	3,913 -78	-2%	-$6.68K	0.04%	170
2025 Q1	$332K	Hold	3,991	–	–	0.04%	171
2024 Q4	$363K	Hold	3,991	–	–	0.05%	168
2024 Q3	$367K	Hold	3,991	–	–	0.05%	167
2024 Q2	$352K	Hold	3,991	–	–	0.05%	161
2024 Q1	$364K	Hold	3,991	–	–	0.06%	154
2023 Q4	$316K	Buy	+3,991	New	+$293K	0.05%	153

Other funds holding IJK

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

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

Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

InvesTrust Oklahoma City, Oklahoma $260M AUM 25.89% 1-Year Est. Return