McCarter Private Wealth Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

McCarter Private Wealth Services’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 Q3	$287K	Sell	2,621 -92	-3%	-$10.4K	0.1%	145
2026 Q2	$319K	Hold	2,713	–	–	0.11%	142
2026 Q1	$273K	Hold	2,713	–	–	0.12%	141
2025 Q4	$263K	Sell	2,713 -442	-14%	-$42.6K	0.12%	139
2025 Q3	$303K	Hold	3,155	–	–	0.15%	107
2025 Q2	$287K	Buy	+3,155	New	+$270K	0.16%	100

Other funds holding IJK

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return

McCarter Private Wealth Services's IJK Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.4% in Q3 2026, selling an estimated $10.4K and leaving 2,621 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #145.

McCarter Private Wealth Services first reported a position in IJK in Q2 2025 and has held it in 6 quarters since. The position peaked at $319K in Q2 2026. 289 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

McCarter Private Wealth Services held 2,621 shares of iShares S&P Mid-Cap 400 Growth ETF worth $287K as of Q3 2026.
McCarter Private Wealth Services sold 92 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $10.4K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of McCarter Private Wealth Services's portfolio in Q3 2026, its #145 holding.
McCarter Private Wealth Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2025 and has held it in 6 quarters since.
McCarter Private Wealth Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $319K in Q2 2026.
289 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.