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

Larson Financial Group’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	$33.7K	Buy	287 +129	+82%	+$14.3K	﹤0.01%	1713
2026 Q1	$15.9K	Hold	158	–	–	﹤0.01%	1974
2025 Q4	$15.3K	Sell	158 -58	-27%	-$5.58K	﹤0.01%	1866
2025 Q3	$20.7K	Buy	216 +136	+170%	+$12.8K	﹤0.01%	1627
2025 Q2	$7.28K	Hold	80	–	–	﹤0.01%	1952
2025 Q1	$6.66K	Hold	80	–	–	﹤0.01%	1795
2024 Q4	$7.27K	Buy	80 +60	+300%	+$5.65K	﹤0.01%	1580
2024 Q3	$1.84K	Hold	20	–	–	﹤0.01%	1872
2024 Q2	$1.76K	Hold	20	–	–	﹤0.01%	1611
2024 Q1	$1.82K	Hold	20	–	–	﹤0.01%	1372
2023 Q4	$1.58K	Hold	20	–	–	﹤0.01%	1401
2023 Q3	$1.45K	Hold	20	–	–	﹤0.01%	1426
2023 Q2	$1.5K	Hold	20	–	–	﹤0.01%	1319
2023 Q1	$1.43K	Hold	20	–	–	﹤0.01%	1298
2022 Q4	$1.37K	Hold	20	–	–	﹤0.01%	1250
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	1212
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	1114
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	919
2021 Q4	$2K	Buy	+20	New	+$1.68K	﹤0.01%	955

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

Larson Financial Group's IJK Position: Q2 2026 in Review

Larson Financial Group increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 82% in Q2 2026, buying an estimated $14.3K and bringing the position to 287 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Larson Financial Group first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Larson Financial Group held 287 shares of iShares S&P Mid-Cap 400 Growth ETF worth $33.7K as of Q2 2026.
Larson Financial Group bought 129 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $14.3K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1713 holding.
Larson Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.