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

StackStone Wealth’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 Q3	$1.92M	Buy	+17,493	New	+$1.98M	0.19%	141

Other funds holding IJK

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return

Sterling Financial Planning Sparta, New Jersey $365M AUM 13.15% 1-Year Est. Return

StackStone Wealth's IJK Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2026: 17,493 shares worth $1.92M. The stake represents 0.19% of the portfolio and ranks #141 among its holdings.

407 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

StackStone Wealth held 17,493 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.92M as of Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new StackStone Wealth position in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.19% of StackStone Wealth's portfolio in Q3 2026, its #141 holding.
407 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.