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

KLCM 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 Q3	$559K	Hold	5,104	–	–	0.04%	171
2026 Q2	$600K	Hold	5,104	–	–	0.05%	170
2026 Q1	$514K	Hold	5,104	–	–	0.04%	165
2025 Q4	$494K	Buy	+5,104	New	+$491K	0.04%	155

Other funds holding IJK

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

KLCM Advisors's IJK Position: Q3 2026 in Review

KLCM Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 5,104 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #171.

KLCM Advisors first reported a position in IJK in Q4 2025 and has held it in 4 quarters since. The position peaked at $600K in Q2 2026. 764 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

KLCM Advisors held 5,104 shares of iShares S&P Mid-Cap 400 Growth ETF worth $559K as of Q3 2026.
KLCM Advisors 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 0.04% of KLCM Advisors's portfolio in Q3 2026, its #171 holding.
KLCM Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 4 quarters since.
KLCM Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $600K in Q2 2026.
764 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.