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RAFFA WEALTH MANAGEMENT, LLC’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$3.53K Hold
30
– – ﹤0.01% 677
2026
Q1 		$3.02K Hold
30
– – ﹤0.01% 649
2025
Q4 		$2.91K Sell
30
-17
-36% -$1.64K ﹤0.01% 641
2025
Q3 		$4.46K Hold
47
– – ﹤0.01% 505
2025
Q2 		$4.24K Hold
47
– – ﹤0.01% 535
2025
Q1 		$3.88K Buy
47
+5
+12% +$450 ﹤0.01% 476
2024
Q4 		$3.83K Buy
42
+27
+180% +$2.54K ﹤0.01% 502
2024
Q3 		$1.38K Hold
15
– – ﹤0.01% 742
2024
Q2 		$1.28K Buy
15
+1
+7% +$88 ﹤0.01% 831
2024
Q1 		$1.28K Buy
+14
New +$1.17K ﹤0.01% 829

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IJK Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 30 shares worth $3.53K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.46K in Q3 2025. 364 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 30 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.53K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #677 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.46K in Q3 2025.
  • 364 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.