RPGK
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Retirement Planning Group (Kansas)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Retirement Planning Group (Kansas)’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 		$2.47M Hold
21,003
– – 0.06% 131
2026
Q1 		$2.11M Sell
21,003
-2,282
-10% -$234K 0.07% 130
2025
Q4 		$2.26M Sell
23,285
-967
-4% -$93.1K 0.07% 106
2025
Q3 		$2.33M Sell
24,252
-873
-3% -$82.2K 0.08% 104
2025
Q2 		$2.29M Sell
25,125
-843
-3% -$72.2K 0.1% 80
2025
Q1 		$2.16M Sell
25,968
-531
-2% -$47.8K 0.1% 76
2024
Q4 		$2.41M Sell
26,499
-193
-0.7% -$18.2K 0.12% 70
2024
Q3 		$2.45M Sell
26,692
-2,355
-8% -$211K 0.13% 74
2024
Q2 		$2.56M Sell
29,047
-3,646
-11% -$322K 0.16% 58
2024
Q1 		$2.98M Sell
32,693
-448
-1% -$37.4K 0.23% 49
2023
Q4 		$2.63M Sell
33,141
-657
-2% -$48.2K 0.24% 39
2023
Q3 		$2.44M Buy
33,798
+468
+1% +$35.3K 0.26% 36
2023
Q2 		$2.5M Buy
33,330
+711
+2% +$50.8K 0.25% 36
2023
Q1 		$2.33M Sell
32,619
-4,411
-12% -$315K 0.25% 37
2022
Q4 		$2.53M Buy
37,030
+25,833
+231% +$1.78M 0.29% 33
2022
Q3 		$706K Buy
11,197
+7,564
+208% +$522K 0.09% 68
2022
Q2 		$232K Buy
+3,633
New +$255K 0.03% 101

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

Retirement Planning Group (Kansas)'s IJK Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 21,003 shares worth $2.47M. The position accounts for 0.06% of the portfolio, ranked #131.

Retirement Planning Group (Kansas) first reported a position in IJK in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.98M in Q1 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Retirement Planning Group (Kansas) held 21,003 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.47M as of Q2 2026.
  • Retirement Planning Group (Kansas) left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #131 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Retirement Planning Group (Kansas)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.98M in Q1 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.