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

Prosperity Planning’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 		$786K Sell
6,686
-224
-3% -$24.9K 0.18% 67
2026
Q1 		$695K Sell
6,910
-34
-0.5% -$3.49K 0.18% 68
2025
Q4 		$673K Buy
6,944
+28
+0.4% +$2.7K 0.18% 67
2025
Q3 		$663K Sell
6,916
-103
-1% -$9.7K 0.18% 67
2025
Q2 		$639K Buy
7,019
+24
+0.3% +$2.06K 0.18% 67
2025
Q1 		$583K Sell
6,995
-34
-0.5% -$3.06K 0.18% 68
2024
Q4 		$639K Sell
7,029
-51
-0.7% -$4.8K 0.2% 68
2024
Q3 		$651K Sell
7,080
-108
-2% -$9.66K 0.21% 69
2024
Q2 		$633K Sell
7,188
-40
-0.6% -$3.54K 0.22% 67
2024
Q1 		$660K Buy
7,228
+109
+2% +$9.09K 0.23% 60
2023
Q4 		$564K Buy
7,119
+152
+2% +$11.2K 0.21% 62
2023
Q3 		$503K Sell
6,967
-38
-0.5% -$2.87K 0.21% 65
2023
Q2 		$525K Buy
7,005
+10
+0.1% +$714 0.22% 64
2023
Q1 		$500K Sell
6,995
-2
-0% -$143 0.22% 63
2022
Q4 		$477K Hold
6,997
– – 0.24% 58
2022
Q3 		$441K Buy
6,997
+692
+11% +$47.8K 0.23% 62
2022
Q2 		$418K Hold
6,305
– – 0.21% 59
2022
Q1 		$495K Hold
6,305
– – 0.24% 55
2021
Q4 		$538K Sell
6,305
-47
-0.7% -$3.94K 0.27% 52
2021
Q3 		$503K Sell
6,352
-63
-1% -$5.11K 0.27% 52
2021
Q2 		$519K Sell
6,415
-424
-6% -$34K 0.32% 48
2021
Q1 		$536K Buy
6,839
+48
+0.7% +$3.7K 0.38% 46
2020
Q4 		$490K Buy
+6,791
New +$453K 0.42% 42

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Prosperity Planning's IJK Position: Q2 2026 in Review

Prosperity Planning reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.2% in Q2 2026, selling an estimated $24.9K and leaving 6,686 shares worth $786K. The position accounts for 0.18% of the portfolio, ranked #67.

Prosperity Planning first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Prosperity Planning held 6,686 shares of iShares S&P Mid-Cap 400 Growth ETF worth $786K as of Q2 2026.
  • Prosperity Planning sold 224 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $24.9K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.18% of Prosperity Planning's portfolio in Q2 2026, its #67 holding.
  • Prosperity Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.