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

KWMG LLC’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	$206K	Hold	1,880	–	–	0.01%	151
2026 Q2	$221K	Buy	+1,880	New	+$209K	0.02%	148
2019 Q2	–	Sell	-232	Closed	-$13K	–	264
2019 Q1	$13K	Hold	232	–	–	﹤0.01%	264
2018 Q4	$11K	Hold	232	–	–	﹤0.01%	272
2018 Q3	$14K	Buy	232 +52	+29%	+$3.02K	﹤0.01%	261
2018 Q2	$10K	Buy	+180	New	+$10.1K	﹤0.01%	282

Other funds holding IJK

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

KWMG LLC's IJK Position: Q3 2026 in Review

KWMG LLC held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 1,880 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #151.

KWMG LLC first reported a position in IJK in Q2 2018 and has held it in 6 quarters since. The position peaked at $221K in Q2 2026. 83 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

KWMG LLC held 1,880 shares of iShares S&P Mid-Cap 400 Growth ETF worth $206K as of Q3 2026.
KWMG LLC 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 0.01% of KWMG LLC's portfolio in Q3 2026, its #151 holding.
KWMG LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 6 quarters since.
KWMG LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $221K in Q2 2026.
83 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.