SW
IJK icon

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

SteelPeak 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
Q2 		$212K Buy
+1,808
New +$201K 0.01% 598
2025
Q1 		– Sell
-2,347
Closed -$213K – 629
2024
Q4 		$213K Hold
2,347
– – 0.01% 479
2024
Q3 		$216K Sell
2,347
-35
-1% -$3.13K 0.01% 442
2024
Q2 		$210K Buy
2,382
+35
+1% +$3.09K 0.01% 458
2024
Q1 		$214K Buy
+2,347
New +$196K 0.01% 421

Other funds holding IJK

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
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
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
OE
OFS Enterprise Kearney, Nebraska $392M AUM

SteelPeak Wealth's IJK Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,808 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in IJK as recently as Q4 2024.

SteelPeak Wealth first reported a position in IJK in Q1 2024 and has held it in 5 quarters since. The position peaked at $216K in Q3 2024. 203 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • SteelPeak Wealth held 1,808 shares of iShares S&P Mid-Cap 400 Growth ETF worth $212K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new SteelPeak Wealth position in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #598 holding.
  • SteelPeak Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • SteelPeak Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $216K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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