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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$37.2K Buy
370
+9
+2% +$925 ﹤0.01% 566
2025
Q4
$35K Buy
+361
New +$34.8K ﹤0.01% 558

Other funds holding IJK

SHP Wealth Management's IJK Position: Q1 2026 in Review

SHP Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.5% in Q1 2026, buying an estimated $925 and bringing the position to 370 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

SHP Wealth Management first reported a position in IJK in Q4 2025 and has held it in 2 quarters since. 936 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • SHP Wealth Management held 370 shares of iShares S&P Mid-Cap 400 Growth ETF worth $37.2K as of Q1 2026.
  • SHP Wealth Management bought 9 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $925.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #566 holding.
  • SHP Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 936 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.