Marietta Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.32M | Hold |
11,220
| – | – | 0.14% | 87 |
|
|
2026
Q1 | $1.13M | Hold |
11,220
| – | – | 0.13% | 88 |
|
|
2025
Q4 | $1.09M | Sell |
11,220
-32
| -0.3% | -$3.08K | 0.13% | 89 |
|
|
2025
Q3 | $1.08M | Buy |
11,252
+32
| +0.3% | +$3.02K | 0.13% | 88 |
|
|
2025
Q2 | $1.02M | Hold |
11,220
| – | – | 0.13% | 87 |
|
|
2025
Q1 | $934K | Hold |
11,220
| – | – | 0.14% | 87 |
|
|
2024
Q4 | $1.02M | Hold |
11,220
| – | – | 0.15% | 84 |
|
|
2024
Q3 | $1.03M | Hold |
11,220
| – | – | 0.15% | 86 |
|
|
2024
Q2 | $989K | Hold |
11,220
| – | – | 0.15% | 83 |
|
|
2024
Q1 | $1.02M | Hold |
11,220
| – | – | 0.17% | 86 |
|
|
2023
Q4 | $889K | Hold |
11,220
| – | – | 0.16% | 88 |
|
|
2023
Q3 | $811K | Hold |
11,220
| – | – | 0.16% | 88 |
|
|
2023
Q2 | $842K | Hold |
11,220
| – | – | 0.16% | 91 |
|
|
2023
Q1 | $802K | Hold |
11,220
| – | – | 0.17% | 90 |
|
|
2022
Q4 | $766K | Hold |
11,220
| – | – | 0.17% | 93 |
|
|
2022
Q3 | $707K | Hold |
11,220
| – | – | 0.18% | 87 |
|
|
2022
Q2 | $715K | Hold |
11,220
| – | – | 0.17% | 87 |
|
|
2022
Q1 | $867K | Hold |
11,220
| – | – | 0.18% | 85 |
|
|
2021
Q4 | $957K | Hold |
11,220
| – | – | 0.19% | 90 |
|
|
2021
Q3 | $889K | Hold |
11,220
| – | – | 0.19% | 90 |
|
|
2021
Q2 | $908K | Hold |
11,220
| – | – | 0.2% | 90 |
|
|
2021
Q1 | $879K | Hold |
11,220
| – | – | 0.22% | 89 |
|
|
2020
Q4 | $810K | Hold |
11,220
| – | – | 0.22% | 85 |
|
|
2020
Q3 | $671K | Hold |
11,220
| – | – | 0.21% | 82 |
|
|
2020
Q2 | $628K | Hold |
11,220
| – | – | 0.21% | 78 |
|
|
2020
Q1 | $501K | Hold |
11,220
| – | – | 0.2% | 84 |
|
|
2019
Q4 | $668K | Hold |
11,220
| – | – | 0.22% | 81 |
|
|
2019
Q3 | $628K | Hold |
11,220
| – | – | 0.23% | 80 |
|
|
2019
Q2 | $635K | Hold |
11,220
| – | – | 0.25% | 80 |
|
|
2019
Q1 | $615K | Hold |
11,220
| – | – | 0.25% | 79 |
|
|
2018
Q4 | $536K | Hold |
11,220
| – | – | 0.26% | 86 |
|
|
2018
Q3 | $653K | Hold |
11,220
| – | – | 0.29% | 84 |
|
|
2018
Q2 | $631K | Hold |
11,220
| – | – | 0.31% | 81 |
|
|
2018
Q1 | $612K | Hold |
11,220
| – | – | 0.32% | 78 |
|
|
2017
Q4 | $605K | Hold |
11,220
| – | – | 0.33% | 76 |
|
|
2017
Q3 | $568K | Hold |
11,220
| – | – | 0.32% | 81 |
|
|
2017
Q2 | $552K | Buy |
+11,220
| New | +$546K | 0.34% | 82 |
|
Other funds holding IJK
SP
PRS
Marietta Wealth Management's IJK Position: Q2 2026 in Review
Marietta Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 11,220 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #87.
Marietta Wealth Management first reported a position in IJK in Q2 2017 and has held it in 37 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.
- Marietta Wealth Management held 11,220 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.32M as of Q2 2026.
- Marietta Wealth Management 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 0.14% of Marietta Wealth Management's portfolio in Q2 2026, its #87 holding.
- Marietta Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2017 and has held it in 37 quarters since.
- 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.
Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.