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

Meramec Financial Planners’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	$402K	Sell	3,539 -83	-2%	-$9.22K	0.15%	83
2026 Q1	$400K	Sell	3,622 -291	-7%	-$29.9K	0.16%	70
2025 Q4	$410K	Buy	+3,913	New	+$377K	0.16%	73

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

Meramec Financial Planners's IJK Position: Q2 2026 in Review

Meramec Financial Planners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q2 2026, selling an estimated $9.22K and leaving 3,539 shares worth $402K. The position accounts for 0.15% of the portfolio, ranked #83.

Meramec Financial Planners first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. The position peaked at $410K in Q4 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Meramec Financial Planners held 3,539 shares of iShares S&P Mid-Cap 400 Growth ETF worth $402K as of Q2 2026.
Meramec Financial Planners sold 83 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $9.22K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.15% of Meramec Financial Planners's portfolio in Q2 2026, its #83 holding.
Meramec Financial Planners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
Meramec Financial Planners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $410K in Q4 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.