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

Independent Wealth Network’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	$674K	Buy	5,738 +36	+0.6%	+$4K	0.17%	152
2026 Q1	$574K	Sell	5,702 -55	-1%	-$5.65K	0.17%	150
2025 Q4	$558K	Sell	5,757 -82	-1%	-$7.9K	0.17%	134
2025 Q3	$560K	Buy	5,839 +43	+0.7%	+$4.05K	0.18%	132
2025 Q2	$527K	Sell	5,796 -33	-0.6%	-$2.83K	0.19%	133
2025 Q1	$485K	Sell	5,829 -110	-2%	-$9.91K	0.19%	133
2024 Q4	$540K	Sell	5,939 -65	-1%	-$6.12K	0.22%	120
2024 Q3	$552K	Sell	6,004 -141	-2%	-$12.6K	0.24%	112
2024 Q2	$541K	Sell	6,145 -183	-3%	-$16.2K	0.25%	107
2024 Q1	$577K	Sell	6,328 -15	-0.2%	-$1.25K	0.27%	98
2023 Q4	$502K	Buy	6,343 +134	+2%	+$9.83K	0.26%	100
2023 Q3	$449K	Sell	6,209 -158	-2%	-$11.9K	0.28%	93
2023 Q2	$478K	Sell	6,367 -285	-4%	-$20.3K	0.29%	90
2023 Q1	$476K	Sell	6,652 -177	-3%	-$12.6K	0.3%	79
2022 Q4	$466K	Sell	6,829 -53	-0.8%	-$3.64K	0.32%	73
2022 Q3	$434K	Sell	6,882 -140	-2%	-$9.66K	0.34%	74
2022 Q2	$448K	Sell	7,022 -74	-1%	-$5.2K	0.32%	75
2022 Q1	$548K	Sell	7,096 -262	-4%	-$20.2K	0.35%	77
2021 Q4	$627K	Buy	7,358 +70	+1%	+$5.87K	0.39%	64
2021 Q3	$636K	Buy	+7,288	New	+$592K	0.42%	62

Other funds holding IJK

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

FMC

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Independent Wealth Network's IJK Position: Q2 2026 in Review

Independent Wealth Network increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.63% in Q2 2026, buying an estimated $4K and bringing the position to 5,738 shares worth $674K. The position accounts for 0.17% of the portfolio, ranked #152.

Independent Wealth Network first reported a position in IJK in Q3 2021 and has held it in 20 quarters since. 283 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Independent Wealth Network held 5,738 shares of iShares S&P Mid-Cap 400 Growth ETF worth $674K as of Q2 2026.
Independent Wealth Network bought 36 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $4K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Independent Wealth Network's portfolio in Q2 2026, its #152 holding.
Independent Wealth Network first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and has held it in 20 quarters since.
283 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.