Walled Lake Planning & Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Walled Lake Planning & Wealth 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	$380K	Sell	3,231 -53	-2%	-$5.89K	0.1%	96
2026 Q1	$330K	Sell	3,284 -7	-0.2%	-$719	0.1%	102
2025 Q4	$319K	Sell	3,291 -58	-2%	-$5.58K	0.1%	100
2025 Q3	$321K	Sell	3,349 -76	-2%	-$7.16K	0.11%	105
2025 Q2	$312K	Sell	3,425 -36	-1%	-$3.08K	0.1%	104
2025 Q1	$288K	Sell	3,461 -110	-3%	-$9.91K	0.1%	102
2024 Q4	$325K	Sell	3,571 -54	-1%	-$5.08K	0.12%	103
2024 Q3	$333K	Buy	3,625 +2	+0.1%	+$179	0.13%	93
2024 Q2	$319K	Sell	3,623 -73	-2%	-$6.45K	0.13%	89
2024 Q1	$337K	Sell	3,696 -63	-2%	-$5.25K	0.14%	78
2023 Q4	$298K	Sell	3,759 -66	-2%	-$4.84K	0.14%	79
2023 Q3	$276K	Sell	3,825 -60	-2%	-$4.52K	0.14%	72
2023 Q2	$291K	Sell	3,885 -67	-2%	-$4.78K	0.14%	68
2023 Q1	$283K	Sell	3,952 -93	-2%	-$6.64K	0.15%	64
2022 Q4	$276K	Buy	4,045 +6	+0.1%	+$412	0.19%	43
2022 Q3	$255K	Sell	4,039 -5	-0.1%	-$345	0.18%	60
2022 Q2	$258K	Sell	4,044 -24	-0.6%	-$1.69K	0.18%	59
2022 Q1	$314K	Sell	4,068 -68	-2%	-$5.25K	0.19%	62
2021 Q4	$353K	Sell	4,136 -5	-0.1%	-$419	0.2%	59
2021 Q3	$328K	Sell	4,141 -32	-0.8%	-$2.6K	0.2%	53
2021 Q2	$338K	Sell	4,173 -218	-5%	-$17.5K	0.22%	53
2021 Q1	$344K	Sell	4,391 -64	-1%	-$4.93K	0.24%	50
2020 Q4	$322K	Sell	4,455 -141	-3%	-$9.4K	0.24%	52
2020 Q3	$275K	Sell	4,596 -424	-8%	-$25.2K	0.22%	50
2020 Q2	$281K	Sell	5,020 -196	-4%	-$10.2K	0.24%	47
2020 Q1	$233K	Sell	5,216 -980	-16%	-$53.9K	0.21%	53
2019 Q4	$369K	Buy	+6,196	New	+$355K	0.27%	42

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

Walled Lake Planning & Wealth Management's IJK Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.6% in Q2 2026, selling an estimated $5.89K and leaving 3,231 shares worth $380K. The position accounts for 0.1% of the portfolio, ranked #96.

Walled Lake Planning & Wealth Management first reported a position in IJK in Q4 2019 and has held it in 27 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Walled Lake Planning & Wealth Management held 3,231 shares of iShares S&P Mid-Cap 400 Growth ETF worth $380K as of Q2 2026.
Walled Lake Planning & Wealth Management sold 53 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $5.89K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #96 holding.
Walled Lake Planning & Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 27 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.