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

Litman Gregory 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
2025 Q4	$24.8K	Buy	+256	New	+$24.7K	﹤0.01%	258
2021 Q2	–	Sell	-256	Closed	-$20K	–	122
2021 Q1	$20K	Hold	256	–	–	﹤0.01%	133
2020 Q4	$18K	Hold	256	–	–	﹤0.01%	136
2020 Q3	$15K	Hold	256	–	–	﹤0.01%	129
2020 Q2	$14K	Hold	256	–	–	﹤0.01%	122
2020 Q1	$11K	Hold	256	–	–	﹤0.01%	118
2019 Q4	$15K	Hold	256	–	–	﹤0.01%	135
2019 Q3	$14K	Hold	256	–	–	﹤0.01%	128
2019 Q2	$14K	Hold	256	–	–	﹤0.01%	149
2019 Q1	$14K	Hold	256	–	–	﹤0.01%	100
2018 Q4	$12K	Hold	256	–	–	﹤0.01%	109
2018 Q3	$15K	Buy	+256	New	+$14.9K	0.01%	80

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Litman Gregory Wealth Management's IJK Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2025: 256 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in IJK as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in IJK in Q3 2018 and has held it in 12 quarters since. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Litman Gregory Wealth Management held 256 shares of iShares S&P Mid-Cap 400 Growth ETF worth $24.8K as of Q4 2025.
iShares S&P Mid-Cap 400 Growth ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #258 holding.
Litman Gregory Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 12 quarters since.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.