Holistic Planning’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Holistic Planning’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 Q1	$268K	Hold	2,662	–	–	0.05%	252
2025 Q4	$258K	Sell	2,662 -1,226	-32%	-$118K	0.06%	240
2025 Q3	$373K	Sell	3,888 -364	-9%	-$34.3K	0.1%	159
2025 Q2	$387K	Sell	4,252 -71	-2%	-$6.08K	0.11%	146
2025 Q1	$360K	Sell	4,323 -170	-4%	-$15.3K	0.12%	122
2024 Q4	$409K	Sell	4,493 -350	-7%	-$33K	0.15%	109
2024 Q3	$445K	Sell	4,843 -243	-5%	-$21.7K	0.19%	90
2024 Q2	$464K	Sell	5,086 -228	-4%	-$20.2K	0.36%	67
2024 Q1	$485K	Sell	5,314 -226	-4%	-$18.9K	0.37%	67
2023 Q4	$439K	Buy	+5,540	New	+$406K	0.37%	66

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Holistic Planning's IJK Position: Q1 2026 in Review

Holistic Planning held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,662 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #252.

Holistic Planning first reported a position in IJK in Q4 2023 and has held it in 10 quarters since. The position peaked at $485K in Q1 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Holistic Planning held 2,662 shares of iShares S&P Mid-Cap 400 Growth ETF worth $268K as of Q1 2026.
Holistic Planning left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #252 holding.
Holistic Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's iShares S&P Mid-Cap 400 Growth ETF position peaked at $485K in Q1 2024.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.