RWM
IJK icon

Rockwood Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Rockwood Wealth Management’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 		$273K Hold
2,320
– – 0.02% 113
2026
Q1 		$233K Hold
2,320
– – 0.02% 108
2025
Q4 		$225K Buy
+2,320
New +$223K 0.02% 107

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Rockwood Wealth Management's IJK Position: Q2 2026 in Review

Rockwood Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,320 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #113.

Rockwood Wealth Management first reported a position in IJK in Q4 2025 and has held it in 3 quarters since. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Rockwood Wealth Management held 2,320 shares of iShares S&P Mid-Cap 400 Growth ETF worth $273K as of Q2 2026.
  • Rockwood Wealth Management 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 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Rockwood Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.