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

Holos Integrated Wealth’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 Q3	$22.4K	Buy	+207	New	+$23.5K	0.01%	215

Other funds holding IJK

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

Holos Integrated Wealth's IJK Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2026: 207 shares worth $22.4K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings.

289 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Holos Integrated Wealth held 207 shares of iShares S&P Mid-Cap 400 Growth ETF worth $22.4K as of Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Holos Integrated Wealth position in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #215 holding.
289 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.