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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
Q3 		$695K Sell
6,342
-344
-5% -$39K 0.15% 74
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

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
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 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

Prosperity Planning's IJK Position: Q3 2026 in Review

Prosperity Planning reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.1% in Q3 2026, selling an estimated $39K and leaving 6,342 shares worth $695K. The position accounts for 0.15% of the portfolio, ranked #74.

Prosperity Planning first reported a position in IJK in Q4 2020 and has held it in 24 quarters since. The position peaked at $786K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • Prosperity Planning held 6,342 shares of iShares S&P Mid-Cap 400 Growth ETF worth $695K as of Q3 2026.
  • Prosperity Planning sold 344 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $39K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.15% of Prosperity Planning's portfolio in Q3 2026, its #74 holding.
  • Prosperity Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Prosperity Planning's iShares S&P Mid-Cap 400 Growth ETF position peaked at $786K in Q2 2026.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Prosperity Planning's 13F filing for Q3 2026, filed 9 Oct 2026.