TFA
IJK icon

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

Toth Financial Advisory’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 		$24.1K Hold
220
– – ﹤0.01% 485
2026
Q2 		$25.9K Sell
220
-159
-42% -$17.7K ﹤0.01% 471
2026
Q1 		$38.1K Buy
+379
New +$38.9K ﹤0.01% 392

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
AB
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
CI
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

Toth Financial Advisory's IJK Position: Q3 2026 in Review

Toth Financial Advisory held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 220 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Toth Financial Advisory first reported a position in IJK in Q1 2026 and has held it in 3 quarters since. The position peaked at $38.1K in Q1 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • Toth Financial Advisory held 220 shares of iShares S&P Mid-Cap 400 Growth ETF worth $24.1K as of Q3 2026.
  • Toth Financial Advisory left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #485 holding.
  • Toth Financial Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Toth Financial Advisory's iShares S&P Mid-Cap 400 Growth ETF position peaked at $38.1K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.