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

LifeSteps Financial’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 		$16.9K Buy
+144
New +$16K 0.01% 332
2024
Q2 		– Sell
-144
Closed -$13.1K – 227
2024
Q1 		$13.1K Buy
+144
New +$12K 0.01% 275

Other funds holding IJK

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LifeSteps Financial's IJK Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 144 shares worth $16.9K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IJK as recently as Q1 2024.

LifeSteps Financial first reported a position in IJK in Q1 2024 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • LifeSteps Financial held 144 shares of iShares S&P Mid-Cap 400 Growth ETF worth $16.9K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #332 holding.
  • LifeSteps Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.