MI
IJK icon

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

Moneywise Inc’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 		$298K Buy
2,539
+2
+0.1% +$222 0.11% 72
2026
Q1 		$255K Buy
2,537
+2
+0.1% +$205 0.11% 73
2025
Q4 		$246K Buy
2,535
+3
+0.1% +$289 0.1% 72
2025
Q3 		$243K Buy
2,532
+3
+0.1% +$283 0.11% 64
2025
Q2 		$230K Buy
2,529
+2
+0.1% +$171 0.11% 68
2025
Q1 		$210K Buy
2,527
+3
+0.1% +$270 0.11% 55
2024
Q4 		$230K Buy
2,524
+3
+0.1% +$283 0.12% 48
2024
Q3 		$232K Buy
2,521
+4
+0.2% +$358 0.11% 56
2024
Q2 		$222K Buy
2,517
+2
+0.1% +$177 0.12% 54
2024
Q1 		$229K Buy
+2,515
New +$210K 0.12% 58
2022
Q1 		– Sell
-2,477
Closed -$211K – 53
2021
Q4 		$211K Buy
+2,477
New +$208K 0.14% 52
2021
Q3 		– Sell
-2,535
Closed -$205K – 50
2021
Q2 		$205K Buy
+2,535
New +$203K 0.14% 51

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

Moneywise Inc's IJK Position: Q2 2026 in Review

Moneywise Inc increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.08% in Q2 2026, buying an estimated $222 and bringing the position to 2,539 shares worth $298K. The position accounts for 0.11% of the portfolio, ranked #72.

Moneywise Inc first reported a position in IJK in Q2 2021 and has held it in 12 quarters since. 233 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Moneywise Inc held 2,539 shares of iShares S&P Mid-Cap 400 Growth ETF worth $298K as of Q2 2026.
  • Moneywise Inc bought 2 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $222.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.11% of Moneywise Inc's portfolio in Q2 2026, its #72 holding.
  • Moneywise Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2021 and has held it in 12 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.