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

Intergy Private 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	$258K	Hold	2,356	–	–	0.06%	110
2026 Q2	$277K	Hold	2,356	–	–	0.06%	111
2026 Q1	$237K	Hold	2,356	–	–	0.07%	106
2025 Q4	$228K	Hold	2,356	–	–	0.07%	103
2025 Q3	$226K	Hold	2,356	–	–	0.07%	97
2025 Q2	$214K	Buy	+2,356	New	+$202K	0.07%	96
2025 Q1	–	Sell	-2,356	Closed	-$214K	–	95
2024 Q4	$214K	Hold	2,356	–	–	0.08%	86
2024 Q3	$217K	Hold	2,356	–	–	0.08%	84
2024 Q2	$208K	Hold	2,356	–	–	0.09%	77
2024 Q1	$215K	Buy	+2,356	New	+$197K	0.09%	77
2022 Q3	–	Sell	-11,642	Closed	-$742K	–	64
2022 Q2	$742K	Buy	+11,642	New	+$818K	0.59%	29

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

Intergy Private Wealth's IJK Position: Q3 2026 in Review

Intergy Private Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 2,356 shares worth $258K. The position accounts for 0.06% of the portfolio, ranked #110.

Intergy Private Wealth first reported a position in IJK in Q2 2022 and has held it in 11 quarters since. The position peaked at $742K in Q2 2022. 289 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Intergy Private Wealth held 2,356 shares of iShares S&P Mid-Cap 400 Growth ETF worth $258K as of Q3 2026.
Intergy Private Wealth left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Intergy Private Wealth's portfolio in Q3 2026, its #110 holding.
Intergy Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and has held it in 11 quarters since.
Intergy Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $742K in Q2 2022.
289 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.