Kelleher Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kelleher Financial Advisors’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	$146K	Buy	1,240 +620	+100%	+$68.9K	0.02%	328
2026 Q1	$62.4K	Hold	620	–	–	0.02%	346
2025 Q4	$60.1K	Hold	620	–	–	0.01%	379
2025 Q3	$59.5K	Buy	+620	New	+$58.4K	0.01%	325
2019 Q3	–	Sell	-5,480	Closed	-$309K	–	93
2019 Q2	$309K	Buy	+5,480	New	+$304K	0.38%	65
2018 Q4	$261K	Sell	5,480 -600	-10%	-$31.4K	0.42%	66
2018 Q3	$354K	Hold	6,080	–	–	0.46%	57
2018 Q2	$341K	Hold	6,080	–	–	0.49%	54
2018 Q1	$331K	Hold	6,080	–	–	0.45%	57
2017 Q4	$328K	Sell	6,080 -1,132	-16%	-$59.7K	0.52%	58
2017 Q3	$364K	Hold	7,212	–	–	0.77%	46
2017 Q2	$354K	Hold	7,212	–	–	0.68%	50
2017 Q1	$344K	Hold	7,212	–	–	0.73%	49
2016 Q4	$328K	Sell	7,212 -72	-1%	-$3.17K	0.18%	100
2016 Q3	$318K	Hold	7,284	–	–	0.18%	98
2016 Q2	$307K	Hold	7,284	–	–	0.19%	96
2016 Q1	$296K	Sell	7,284 -696	-9%	-$26.6K	0.16%	119
2015 Q4	$321K	Hold	7,980	–	–	0.22%	82
2015 Q3	$313K	Hold	7,980	–	–	0.21%	85
2015 Q2	$338K	Hold	7,980	–	–	0.19%	85
2015 Q1	$342K	Hold	7,980	–	–	0.19%	89
2014 Q4	$318K	Hold	7,980	–	–	0.17%	83
2014 Q3	$312K	Sell	7,980 -588	-7%	-$22.8K	0.17%	84
2014 Q2	$336K	Hold	8,568	–	–	0.18%	82
2014 Q1	$327K	Hold	8,568	–	–	0.18%	83
2013 Q4	$322K	Hold	8,568	–	–	0.17%	80
2013 Q3	$298K	Hold	8,568	–	–	0.17%	74
2013 Q2	$276K	Buy	+8,568	New	+$278K	0.17%	78

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Kelleher Financial Advisors's IJK Position: Q2 2026 in Review

Kelleher Financial Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 100% in Q2 2026, buying an estimated $68.9K and bringing the position to 1,240 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #328.

Kelleher Financial Advisors first reported a position in IJK in Q2 2013 and has held it in 28 quarters since. The position peaked at $364K in Q3 2017. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Kelleher Financial Advisors held 1,240 shares of iShares S&P Mid-Cap 400 Growth ETF worth $146K as of Q2 2026.
Kelleher Financial Advisors bought 620 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $68.9K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #328 holding.
Kelleher Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 28 quarters since.
Kelleher Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $364K in Q3 2017.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.