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

Segment 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	$3.72M	Hold	31,700	–	–	0.19%	95
2026 Q1	$3.19M	Hold	31,700	–	–	0.19%	89
2025 Q4	$3.07M	Hold	31,700	–	–	0.18%	92
2025 Q3	$3.04M	Hold	31,700	–	–	0.18%	90
2025 Q2	$2.88M	Hold	31,700	–	–	0.18%	91
2025 Q1	$2.64M	Hold	31,700	–	–	0.18%	86
2024 Q4	$2.88M	Hold	31,700	–	–	0.2%	86
2024 Q3	$2.91M	Hold	31,700	–	–	0.2%	82
2024 Q2	$2.79M	Hold	31,700	–	–	0.21%	83
2024 Q1	$2.89M	Hold	31,700	–	–	0.22%	85
2023 Q4	$2.51M	Hold	31,700	–	–	0.22%	83
2023 Q3	$2.29M	Hold	31,700	–	–	0.23%	82
2023 Q2	$2.38M	Hold	31,700	–	–	0.24%	82
2023 Q1	$2.27M	Hold	31,700	–	–	0.26%	77
2022 Q4	$2.17M	Hold	31,700	–	–	0.25%	80
2022 Q3	$2M	Hold	31,700	–	–	0.25%	81
2022 Q2	$2.02M	Hold	31,700	–	–	0.26%	75
2022 Q1	$2.45M	Hold	31,700	–	–	0.25%	83
2021 Q4	$2.7M	Hold	31,700	–	–	0.28%	81
2021 Q3	$2.51M	Hold	31,700	–	–	0.3%	80
2021 Q2	$2.56M	Hold	31,700	–	–	0.3%	81
2021 Q1	$2.48M	Hold	31,700	–	–	0.33%	79
2020 Q4	$2.29M	Hold	31,700	–	–	0.33%	77
2020 Q3	$1.9M	Hold	31,700	–	–	0.31%	76
2020 Q2	$1.77M	Hold	31,700	–	–	0.33%	77
2020 Q1	$1.41M	Hold	31,700	–	–	0.32%	77
2019 Q4	$1.89M	Hold	31,700	–	–	0.32%	81
2019 Q3	$1.77M	Hold	31,700	–	–	0.35%	76
2019 Q2	$1.79M	Hold	31,700	–	–	0.36%	77
2019 Q1	$1.74M	Hold	31,700	–	–	0.37%	81
2018 Q4	$1.51M	Hold	31,700	–	–	0.38%	79
2018 Q3	$1.85M	Hold	31,700	–	–	0.4%	81
2018 Q2	$1.78M	Hold	31,700	–	–	0.42%	78
2018 Q1	$1.73M	Hold	31,700	–	–	0.43%	76
2017 Q4	$1.71M	Hold	31,700	–	–	0.41%	78
2017 Q3	$1.6M	Hold	31,700	–	–	0.43%	75
2017 Q2	$1.56M	Hold	31,700	–	–	0.43%	73
2017 Q1	$1.51M	Hold	31,700	–	–	0.49%	66
2016 Q4	$1.44M	Hold	31,700	–	–	0.53%	63
2016 Q3	$1.39M	Hold	31,700	–	–	0.55%	65
2016 Q2	$1.34M	Hold	31,700	–	–	0.55%	61
2016 Q1	$1.29M	Hold	31,700	–	–	0.48%	62
2015 Q4	$1.28M	Hold	31,700	–	–	0.48%	64
2015 Q3	$1.25M	Hold	31,700	–	–	0.48%	63
2015 Q2	$1.34M	Hold	31,700	–	–	0.47%	66
2015 Q1	$1.36M	Buy	+31,700	New	+$1.31M	0.45%	66

Other funds holding IJK

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Segment Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 31,700 shares worth $3.72M. The position accounts for 0.19% of the portfolio, ranked #95.

Segment Wealth Management first reported a position in IJK in Q1 2015 and has held it in 46 quarters since. 233 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Segment Wealth Management held 31,700 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.72M as of Q2 2026.
Segment 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 0.19% of Segment Wealth Management's portfolio in Q2 2026, its #95 holding.
Segment Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and has held it in 46 quarters since.
233 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.