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 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

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

Lee-Kelleher Wealth Management's IJK Position: Q2 2026 in Review

Lee-Kelleher Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.8% in Q2 2026, buying an estimated $78.2K and bringing the position to 39,184 shares worth $4.6M. The position accounts for 2.41% of the portfolio, ranked #10.

Lee-Kelleher Wealth Management first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Lee-Kelleher Wealth Management held 39,184 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.6M as of Q2 2026.
Lee-Kelleher Wealth Management bought 704 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $78.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 2.41% of Lee-Kelleher Wealth Management's portfolio in Q2 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 7 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.