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

Steph & Co’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	$38K	Sell	347 -213	-38%	-$24.2K	0.01%	193
2026 Q2	$65.8K	Hold	560	–	–	0.02%	169
2026 Q1	$56.3K	Hold	560	–	–	0.02%	186
2025 Q4	$54.3K	Hold	560	–	–	0.02%	175
2025 Q3	$53.7K	Hold	560	–	–	0.02%	186
2025 Q2	$50.9K	Hold	560	–	–	0.02%	185
2025 Q1	$46.6K	Hold	560	–	–	0.02%	177
2024 Q4	$50.9K	Hold	560	–	–	0.02%	179
2024 Q3	$51.5K	Hold	560	–	–	0.02%	177
2024 Q2	$49.3K	Hold	560	–	–	0.02%	176
2024 Q1	$51.1K	Hold	560	–	–	0.02%	176
2023 Q4	$44.4K	Sell	560 -395	-41%	-$29K	0.02%	168
2023 Q3	$69K	Hold	955	–	–	0.04%	162
2023 Q2	$71.6K	Sell	955 -77	-7%	-$5.5K	0.04%	157
2023 Q1	$73.8K	Hold	1,032	–	–	0.05%	147
2022 Q4	$70K	Hold	1,032	–	–	0.04%	152
2022 Q3	$65K	Sell	1,032 -28	-3%	-$1.93K	0.05%	142
2022 Q2	$68K	Hold	1,060	–	–	0.04%	146
2022 Q1	$82K	Hold	1,060	–	–	0.05%	163
2021 Q4	$90K	Hold	1,060	–	–	0.05%	154
2021 Q3	$84K	Hold	1,060	–	–	0.05%	150
2021 Q2	$86K	Hold	1,060	–	–	0.06%	147
2021 Q1	$83K	Hold	1,060	–	–	0.06%	144
2020 Q4	$77K	Hold	1,060	–	–	0.06%	144
2020 Q3	$63K	Hold	1,060	–	–	0.06%	142
2020 Q2	$59K	Sell	1,060 -360	-25%	-$18.7K	0.06%	151
2020 Q1	$63K	Hold	1,420	–	–	0.07%	131
2019 Q4	$85K	Buy	+1,420	New	+$81.4K	0.07%	151

Other funds holding IJK

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Steph & Co's IJK Position: Q3 2026 in Review

Steph & Co reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 38% in Q3 2026, selling an estimated $24.2K and leaving 347 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #193.

Steph & Co first reported a position in IJK in Q4 2019 and has held it in 28 quarters since. The position peaked at $90K in Q4 2021. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Steph & Co held 347 shares of iShares S&P Mid-Cap 400 Growth ETF worth $38K as of Q3 2026.
Steph & Co sold 213 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $24.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Steph & Co's portfolio in Q3 2026, its #193 holding.
Steph & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 28 quarters since.
Steph & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $90K in Q4 2021.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.