Legacy Financial Group (Iowa)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Legacy Financial Group (Iowa)’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	$269K	Hold	2,293	–	–	0.03%	112
2026 Q1	$231K	Hold	2,293	–	–	0.03%	110
2025 Q4	$232K	Hold	2,293	–	–	0.03%	113
2025 Q3	$220K	Hold	2,293	–	–	0.03%	109
2025 Q2	$209K	Buy	+2,293	New	+$196K	0.03%	113
2025 Q1	–	Sell	-2,293	Closed	-$209K	–	114
2024 Q4	$209K	Buy	+2,293	New	+$216K	0.03%	109
2024 Q3	–	Sell	-2,316	Closed	-$204K	–	74
2024 Q2	$204K	Hold	2,316	–	–	0.04%	103
2024 Q1	$211K	Buy	+2,316	New	+$193K	0.04%	100
2023 Q4	–	Sell	-2,316	Closed	-$167K	–	251
2023 Q3	$167K	Buy	+2,316	New	+$175K	0.04%	100

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

Legacy Financial Group (Iowa)'s IJK Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,293 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #112.

Legacy Financial Group (Iowa) first reported a position in IJK in Q3 2023 and has held it in 9 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Legacy Financial Group (Iowa) held 2,293 shares of iShares S&P Mid-Cap 400 Growth ETF worth $269K as of Q2 2026.
Legacy Financial Group (Iowa) left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #112 holding.
Legacy Financial Group (Iowa) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2023 and has held it in 9 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.