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 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

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

Plan A Wealth's IJK Position: Q2 2026 in Review

Plan A Wealth reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.1% in Q2 2026, selling an estimated $2.44K and leaving 2,069 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #157.

Plan A Wealth first reported a position in IJK in Q3 2025 and has held it in 4 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Plan A Wealth held 2,069 shares of iShares S&P Mid-Cap 400 Growth ETF worth $243K as of Q2 2026.
Plan A Wealth sold 22 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $2.44K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #157 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 4 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.