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

Valeo Financial Advisors’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	$844K	Buy	7,700 +106	+1%	+$12K	0.02%	337
2026 Q2	$892K	Buy	7,594 +3,146	+71%	+$349K	0.02%	324
2026 Q1	$448K	Hold	4,448	–	–	0.01%	438
2025 Q4	$431K	Sell	4,448 -1,011	-19%	-$97.4K	0.01%	500
2025 Q3	$523K	Buy	5,459 +610	+13%	+$57.5K	0.01%	451
2025 Q2	$441K	Buy	4,849 +335	+7%	+$28.7K	0.01%	486
2025 Q1	$376K	Hold	4,514	–	–	0.01%	478
2024 Q4	$410K	Buy	4,514 +939	+26%	+$88.4K	0.01%	457
2024 Q3	$329K	Hold	3,575	–	–	0.01%	514
2024 Q2	$315K	Sell	3,575 -90	-2%	-$7.96K	0.01%	508
2024 Q1	$319K	Buy	3,665 +58	+2%	+$4.84K	0.01%	484
2023 Q4	$286K	Hold	3,607	–	–	0.01%	506
2023 Q3	$261K	Buy	+3,607	New	+$272K	0.01%	501
2021 Q2	–	Sell	-908	Closed	-$71K	–	1129
2021 Q1	$71K	Hold	908	–	–	﹤0.01%	734
2020 Q4	$66K	Hold	908	–	–	﹤0.01%	688
2020 Q3	$54K	Sell	908 -396	-30%	-$23.6K	﹤0.01%	640
2020 Q2	$73K	Hold	1,304	–	–	0.01%	602
2020 Q1	$63K	Hold	1,304	–	–	0.01%	531
2019 Q4	$78K	Hold	1,304	–	–	0.01%	514
2019 Q3	$73K	Sell	1,304 -52	-4%	-$2.92K	0.01%	502
2019 Q2	$77K	Hold	1,356	–	–	0.01%	485
2019 Q1	$74K	Buy	1,356 +136	+11%	+$7.18K	0.01%	473
2018 Q4	$58K	Buy	1,220 +748	+158%	+$39.2K	0.01%	495
2018 Q3	$25K	Buy	472 +224	+90%	+$13K	﹤0.01%	705
2018 Q2	$14K	Sell	248 -712	-74%	-$39.8K	﹤0.01%	864
2018 Q1	$52K	Sell	960 -44	-4%	-$2.43K	0.01%	480
2017 Q4	$54K	Hold	1,004	–	–	0.01%	456
2017 Q3	$51K	Buy	+1,004	New	+$49.5K	0.01%	404

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

Valeo Financial Advisors's IJK Position: Q3 2026 in Review

Valeo Financial Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.4% in Q3 2026, buying an estimated $12K and bringing the position to 7,700 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #337.

Valeo Financial Advisors first reported a position in IJK in Q3 2017 and has held it in 28 quarters since. The position peaked at $892K in Q2 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Valeo Financial Advisors held 7,700 shares of iShares S&P Mid-Cap 400 Growth ETF worth $844K as of Q3 2026.
Valeo Financial Advisors bought 106 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $12K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #337 holding.
Valeo Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 28 quarters since.
Valeo Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $892K in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

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