Lee-Kelleher Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Lee-Kelleher Wealth Management’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	$4.47M	Buy	40,792 +1,608	+4%	+$182K	2.3%	10
2026 Q2	$4.6M	Buy	39,184 +704	+2%	+$78.2K	2.41%	10
2026 Q1	$3.87M	Sell	38,480 -268	-0.7%	-$27.5K	2.3%	10
2025 Q4	$3.75M	Sell	38,748 -115	-0.3%	-$11.1K	2.24%	10
2025 Q3	$3.73M	Buy	38,863 +175	+0.5%	+$16.5K	2.3%	10
2025 Q2	$3.52M	Sell	38,688 -60	-0.2%	-$5.14K	2.34%	11
2025 Q1	$3.23M	Sell	38,748 -42	-0.1%	-$3.78K	2.37%	11
2024 Q4	$3.53M	Buy	+38,790	New	+$3.65M	2.51%	10

Other funds holding IJK

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 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

IFA

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

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Lee-Kelleher Wealth Management's IJK Position: Q3 2026 in Review

Lee-Kelleher Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.1% in Q3 2026, buying an estimated $182K and bringing the position to 40,792 shares worth $4.47M. The position accounts for 2.3% of the portfolio, ranked #10.

Lee-Kelleher Wealth Management first reported a position in IJK in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.6M in Q2 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Lee-Kelleher Wealth Management held 40,792 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.47M as of Q3 2026.
Lee-Kelleher Wealth Management bought 1,608 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $182K.
iShares S&P Mid-Cap 400 Growth ETF made up 2.3% of Lee-Kelleher Wealth Management's portfolio in Q3 2026, its #10 holding.
Lee-Kelleher Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Lee-Kelleher Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.6M in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.