Sterling Financial Planning’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sterling Financial Planning’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	$21.5M	Sell	182,653 -2,814	-2%	-$313K	5.84%	3
2026 Q1	$18.7M	Buy	185,467 +1,656	+0.9%	+$170K	5.53%	4
2025 Q4	$17.8M	Buy	183,811 +3,598	+2%	+$346K	5.37%	5
2025 Q3	$17.3M	Buy	180,213 +1,979	+1%	+$186K	5.45%	5
2025 Q2	$16.2M	Buy	178,234 +3,680	+2%	+$315K	5.42%	5
2025 Q1	$14.5M	Buy	174,554 +8,324	+5%	+$750K	5.27%	4
2024 Q4	$15.1M	Buy	166,230 +2,131	+1%	+$201K	5.56%	5
2024 Q3	$15.1M	Buy	164,099 +4,342	+3%	+$388K	5.56%	4
2024 Q2	$14.1M	Buy	159,757 +1,022	+0.6%	+$90.3K	5.71%	5
2024 Q1	$14.5M	Sell	158,735 -276	-0.2%	-$23K	5.87%	3
2023 Q4	$12.6M	Buy	159,011 +755	+0.5%	+$55.4K	5.45%	5
2023 Q3	$11.4M	Sell	158,256 -1,051	-0.7%	-$79.2K	5.86%	5
2023 Q2	$11.9M	Buy	159,307 +14,362	+10%	+$1.03M	5.92%	4
2023 Q1	$10.4M	Buy	144,945 +8,479	+6%	+$606K	5.63%	3
2022 Q4	$9.32M	Buy	136,466 +2,530	+2%	+$174K	5.56%	4
2022 Q3	$8.44M	Buy	133,936 +7,123	+6%	+$492K	5.92%	4
2022 Q2	$8.08M	Buy	126,813 +5,608	+5%	+$394K	5.68%	3
2022 Q1	$9.37M	Buy	121,205 +2,976	+3%	+$230K	5.9%	4
2021 Q4	$10.1M	Buy	118,229 +1,190	+1%	+$99.8K	6.3%	3
2021 Q3	$9.27M	Buy	117,039 +1,442	+1%	+$117K	5.9%	2
2021 Q2	$9.36M	Buy	115,597 +3,201	+3%	+$257K	6.08%	2
2021 Q1	$8.81M	Sell	112,396 -5,087	-4%	-$392K	6.28%	2
2020 Q4	$8.48M	Buy	+117,483	New	+$7.83M	6.83%	1

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Sterling Financial Planning's IJK Position: Q2 2026 in Review

Sterling Financial Planning reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.5% in Q2 2026, selling an estimated $313K and leaving 182,653 shares worth $21.5M. The position accounts for 5.84% of the portfolio, ranked #3.

Sterling Financial Planning first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Sterling Financial Planning held 182,653 shares of iShares S&P Mid-Cap 400 Growth ETF worth $21.5M as of Q2 2026.
Sterling Financial Planning sold 2,814 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $313K.
iShares S&P Mid-Cap 400 Growth ETF made up 5.84% of Sterling Financial Planning's portfolio in Q2 2026, its #3 holding.
Sterling Financial Planning first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.