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Plan A Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Plan A Wealth’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 		$3.53M Buy
32,176
+30,107
+1,455% +$3.41M 1.26% 15
2026
Q2 		$243K Sell
2,069
-22
-1% -$2.44K 0.1% 157
2026
Q1 		$210K Hold
2,091
– – 0.1% 158
2025
Q4 		$203K Hold
2,091
– – 0.1% 159
2025
Q3 		$201K Buy
+2,091
New +$197K 0.1% 154

Other funds holding IJK

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Plan A Wealth's IJK Position: Q3 2026 in Review

Plan A Wealth increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1,455% in Q3 2026, buying an estimated $3.41M and bringing the position to 32,176 shares worth $3.53M. The position accounts for 1.26% of the portfolio, ranked #15.

Plan A Wealth first reported a position in IJK in Q3 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • Plan A Wealth held 32,176 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.53M as of Q3 2026.
  • Plan A Wealth bought 30,107 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $3.41M.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.26% of Plan A Wealth's portfolio in Q3 2026, its #15 holding.
  • Plan A Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.