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

Stordahl Capital Management’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	$3.18M	Sell	27,080 -435	-2%	-$48.3K	0.58%	17
2026 Q1	$2.77M	Sell	27,515 -1,921	-7%	-$197K	0.57%	18
2025 Q4	$2.85M	Buy	29,436 +385	+1%	+$37.1K	0.59%	18
2025 Q3	$2.79M	Sell	29,051 -21	-0.1%	-$1.98K	0.59%	18
2025 Q2	$2.64M	Buy	29,072 +718	+3%	+$61.5K	0.59%	19
2025 Q1	$2.36M	Buy	28,354 +690	+2%	+$62.2K	0.56%	19
2024 Q4	$2.52M	Sell	27,664 -203	-0.7%	-$19.1K	0.6%	19
2024 Q3	$2.54M	Buy	27,867 +1,037	+4%	+$92.7K	0.61%	19
2024 Q2	$2.36M	Sell	26,830 -1,576	-6%	-$139K	0.59%	19
2024 Q1	$2.59M	Sell	28,406 -429	-1%	-$35.8K	0.65%	18
2023 Q4	$2.28M	Sell	28,835 -2,281	-7%	-$167K	0.62%	18
2023 Q3	$2.25M	Buy	31,116 +2,024	+7%	+$153K	0.68%	17
2023 Q2	$2.18M	Sell	29,092 -518	-2%	-$37K	0.63%	20
2023 Q1	$2.12M	Sell	29,610 -81	-0.3%	-$5.79K	0.64%	18
2022 Q4	$2.03M	Sell	29,691 -212	-0.7%	-$14.6K	0.66%	19
2022 Q3	$1.89M	Sell	29,903 -362	-1%	-$25K	0.68%	18
2022 Q2	$1.93M	Buy	30,265 +304	+1%	+$21.4K	0.73%	19
2022 Q1	$2.31M	Buy	29,961 +71	+0.2%	+$5.49K	0.86%	16
2021 Q4	$2.55M	Sell	29,890 -390	-1%	-$32.7K	0.95%	16
2021 Q3	$2.4M	Sell	30,280 -145	-0.5%	-$11.8K	0.96%	17
2021 Q2	$2.46M	Sell	30,425 -1,189	-4%	-$95.4K	1%	18
2021 Q1	$2.48M	Sell	31,614 -478	-1%	-$36.8K	1.05%	16
2020 Q4	$2.32M	Buy	32,092 +2,148	+7%	+$143K	1.05%	17
2020 Q3	$1.79M	Sell	29,944 -72	-0.2%	-$4.28K	0.93%	17
2020 Q2	$1.68M	Sell	30,016 -696	-2%	-$36.1K	0.93%	17
2020 Q1	$1.28M	Sell	30,712 -1,604	-5%	-$88.2K	0.79%	18
2019 Q4	$1.92M	Sell	32,316 -224	-0.7%	-$12.8K	0.78%	20
2019 Q3	$1.82M	Sell	32,540 -932	-3%	-$52.4K	0.73%	20
2019 Q2	$1.91M	Sell	33,472 -412	-1%	-$22.8K	0.74%	20
2019 Q1	$1.91M	Sell	33,884 -440	-1%	-$23.2K	0.78%	20
2018 Q4	$1.64M	Buy	34,324 +116	+0.3%	+$6.07K	0.8%	21
2018 Q3	$1.82M	Sell	34,208 -1,256	-4%	-$72.9K	0.81%	19
2018 Q2	$1.99M	Sell	35,464 -364	-1%	-$20.3K	0.9%	19
2018 Q1	$1.96M	Sell	35,828 -544	-1%	-$30.1K	0.93%	19
2017 Q4	$1.96M	Buy	+36,372	New	+$1.92M	0.93%	20

Other funds holding IJK

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

OFS Enterprise Kearney, Nebraska $392M AUM

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

MBTD

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Stordahl Capital Management's IJK Position: Q2 2026 in Review

Stordahl Capital Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.6% in Q2 2026, selling an estimated $48.3K and leaving 27,080 shares worth $3.18M. The position accounts for 0.58% of the portfolio, ranked #17.

Stordahl Capital Management first reported a position in IJK in Q4 2017 and has held it in 35 quarters since. 157 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Stordahl Capital Management held 27,080 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.18M as of Q2 2026.
Stordahl Capital Management sold 435 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $48.3K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.58% of Stordahl Capital Management's portfolio in Q2 2026, its #17 holding.
Stordahl Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 35 quarters since.
157 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.