IPW
IJK icon

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
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

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
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
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
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Intergy Private Wealth's IJK Position: Q2 2026 in Review

Intergy Private Wealth held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,356 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #111.

Intergy Private Wealth first reported a position in IJK in Q2 2022 and has held it in 10 quarters since. The position peaked at $742K in Q2 2022. 233 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Intergy Private Wealth held 2,356 shares of iShares S&P Mid-Cap 400 Growth ETF worth $277K as of Q2 2026.
  • Intergy Private Wealth left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Intergy Private Wealth's portfolio in Q2 2026, its #111 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 10 quarters since.
  • Intergy Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $742K in Q2 2022.
  • 233 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.