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

Wealthcare Advisory Partners’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	$264K	Sell	2,243 -715	-24%	-$79.4K	0.01%	928
2026 Q1	$298K	Sell	2,958 -171	-5%	-$17.6K	0.01%	883
2025 Q4	$303K	Sell	3,129 -157	-5%	-$15.1K	0.01%	867
2025 Q3	$315K	Sell	3,286 -149	-4%	-$14K	0.01%	837
2025 Q2	$313K	Sell	3,435 -643	-16%	-$55.1K	0.01%	779
2025 Q1	$340K	Buy	4,078 +158	+4%	+$14.2K	0.01%	700
2024 Q4	$356K	Buy	3,920 +4	+0.1%	+$377	0.01%	657
2024 Q3	$360K	Sell	3,916 -222	-5%	-$19.9K	0.01%	660
2024 Q2	$365K	Buy	4,138 +787	+23%	+$69.6K	0.01%	614
2024 Q1	$306K	Buy	+3,351	New	+$280K	0.01%	666
2021 Q2	–	Sell	-1,352	Closed	-$106K	–	1175
2021 Q1	$106K	Buy	+1,352	New	+$104K	0.01%	647
2020 Q2	–	Sell	-752	Closed	-$34K	–	832
2020 Q1	$34K	Buy	752 +188	+33%	+$10.3K	0.01%	591
2019 Q4	$34K	Hold	564	–	–	﹤0.01%	632
2019 Q3	$32K	Sell	564 -120	-18%	-$6.75K	﹤0.01%	633
2019 Q2	$39K	Buy	684 +4	+0.6%	+$222	0.01%	559
2019 Q1	$37K	Sell	680 -88	-11%	-$4.64K	0.01%	524
2018 Q4	$37K	Sell	768 -180	-19%	-$9.42K	0.01%	493
2018 Q3	$55K	Hold	948	–	–	0.01%	448
2018 Q2	$53K	Buy	948 +344	+57%	+$19.2K	0.01%	451
2018 Q1	$33K	Buy	604 +16	+3%	+$885	0.01%	470
2017 Q4	$32K	Buy	588 +200	+52%	+$10.5K	0.01%	447
2017 Q3	$20K	Buy	+388	New	+$19.1K	0.01%	428
2016 Q3	–	Sell	-112	Closed	-$5K	–	106
2016 Q2	$5K	Buy	+112	New	+$4.64K	﹤0.01%	90

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

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

FMC

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

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

JWA

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

Wealthcare Advisory Partners's IJK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 24% in Q2 2026, selling an estimated $79.4K and leaving 2,243 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #928.

Wealthcare Advisory Partners first reported a position in IJK in Q2 2016 and has held it in 23 quarters since. The position peaked at $365K in Q2 2024. 255 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Wealthcare Advisory Partners held 2,243 shares of iShares S&P Mid-Cap 400 Growth ETF worth $264K as of Q2 2026.
Wealthcare Advisory Partners sold 715 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $79.4K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #928 holding.
Wealthcare Advisory Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2016 and has held it in 23 quarters since.
Wealthcare Advisory Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $365K in Q2 2024.
255 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.