Ritter Daniher Financial Advisory’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Ritter Daniher Financial Advisory’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	$1.74M	Sell	14,820 -670	-4%	-$74.4K	0.27%	45
2026 Q1	$1.56M	Sell	15,490 -2,411	-13%	-$248K	0.26%	42
2025 Q4	$1.73M	Buy	17,901 +87	+0.5%	+$8.38K	0.29%	40
2025 Q3	$1.71M	Sell	17,814 -800	-4%	-$75.4K	0.3%	39
2025 Q2	$1.69M	Sell	18,614 -651	-3%	-$55.7K	0.42%	22
2025 Q1	$1.6M	Sell	19,265 -458	-2%	-$41.3K	0.44%	20
2024 Q4	$1.79M	Sell	19,723 -157	-0.8%	-$14.8K	0.51%	21
2024 Q3	$1.83M	Buy	19,880 +1,095	+6%	+$97.9K	0.53%	19
2024 Q2	$1.66M	Sell	18,785 -252	-1%	-$22.3K	0.53%	18
2024 Q1	$1.74M	Buy	19,037 +3,822	+25%	+$319K	0.57%	17
2023 Q4	$1.21M	Buy	15,215 +6,573	+76%	+$482K	0.45%	18
2023 Q3	$624K	Sell	8,642 -396	-4%	-$29.9K	0.26%	38
2023 Q2	$678K	Hold	9,038	–	–	0.28%	35
2023 Q1	$646K	Sell	9,038 -768	-8%	-$54.9K	0.28%	34
2022 Q4	$670K	Sell	9,806 -1,859	-16%	-$128K	0.32%	35
2022 Q3	$735K	Buy	11,665 +4,123	+55%	+$285K	0.53%	26
2022 Q2	$481K	Buy	+7,542	New	+$530K	0.34%	35
2021 Q2	–	Sell	-1,805	Closed	-$141K	–	208
2021 Q1	$141K	Buy	+1,805	New	+$139K	0.11%	61

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

Ritter Daniher Financial Advisory's IJK Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.3% in Q2 2026, selling an estimated $74.4K and leaving 14,820 shares worth $1.74M. The position accounts for 0.27% of the portfolio, ranked #45.

Ritter Daniher Financial Advisory first reported a position in IJK in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.83M in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Ritter Daniher Financial Advisory held 14,820 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.74M as of Q2 2026.
Ritter Daniher Financial Advisory sold 670 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $74.4K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.27% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #45 holding.
Ritter Daniher Financial Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2021 and has held it in 18 quarters since.
Ritter Daniher Financial Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.83M in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.