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

Wellspring 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 Q2	$2.22M	Buy	18,882 +6	+0%	+$666	0.15%	64
2026 Q1	$1.9M	Buy	18,876 +6	+0%	+$616	0.14%	59
2025 Q4	$1.83M	Buy	18,870 +10	+0.1%	+$963	0.14%	54
2025 Q3	$1.81M	Buy	18,860 +7	+0%	+$659	0.17%	45
2025 Q2	$1.72M	Sell	18,853 -977	-5%	-$83.7K	0.17%	46
2025 Q1	$1.65M	Buy	19,830 +7	+0%	+$631	0.18%	43
2024 Q4	$1.8M	Sell	19,823 -4,244	-18%	-$400K	0.19%	42
2024 Q3	$2.21M	Buy	24,067 +4,252	+21%	+$380K	0.26%	37
2024 Q2	$1.75M	Sell	19,815 -842	-4%	-$74.4K	0.24%	41
2024 Q1	$1.88M	Buy	20,657 +23	+0.1%	+$1.92K	0.3%	39
2023 Q4	$1.63M	Buy	20,634 +38	+0.2%	+$2.79K	0.41%	39
2023 Q3	$1.49M	Hold	20,596	–	–	0.44%	40
2023 Q2	$1.54M	Sell	20,596 -7,283	-26%	-$520K	0.44%	39
2023 Q1	$1.99M	Buy	27,879 +20	+0.1%	+$1.43K	0.59%	35
2022 Q4	$1.9M	Buy	27,859 +19	+0.1%	+$1.31K	0.63%	32
2022 Q3	$1.75M	Sell	27,840 -13	-0%	-$897	0.65%	30
2022 Q2	$1.77M	Sell	27,853 -10,563	-27%	-$742K	0.62%	30
2022 Q1	$2.97M	Sell	38,416 -226	-0.6%	-$17.5K	0.87%	26
2021 Q4	$3.29M	Buy	38,642 +16	+0%	+$1.34K	0.92%	24
2021 Q3	$3.06M	Sell	38,626 -899	-2%	-$73K	0.92%	26
2021 Q2	$3.2M	Buy	39,525 +29,499	+294%	+$2.37M	1.01%	26
2021 Q1	$1.79M	Sell	10,026 -29,477	-75%	-$2.27M	0.86%	23
2020 Q4	$2.85M	Sell	39,503 -561	-1%	-$37.4K	1%	25
2020 Q3	$2.4M	Buy	40,064 +24	+0.1%	+$1.43K	0.94%	23
2020 Q2	$2.24M	Sell	40,040 -64	-0.2%	-$3.32K	0.93%	24
2020 Q1	$1.79M	Buy	+40,104	New	+$2.21M	0.86%	23

Other funds holding IJK

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

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

BBES

Buffalo Business & Estate Services Orchard Park, New York $793M AUM

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

Wellspring Financial Advisors's IJK Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.03% in Q2 2026, buying an estimated $666 and bringing the position to 18,882 shares worth $2.22M. The position accounts for 0.15% of the portfolio, ranked #64.

Wellspring Financial Advisors first reported a position in IJK in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.29M in Q4 2021. 323 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Wellspring Financial Advisors held 18,882 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.22M as of Q2 2026.
Wellspring Financial Advisors bought 6 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $666.
iShares S&P Mid-Cap 400 Growth ETF made up 0.15% of Wellspring Financial Advisors's portfolio in Q2 2026, its #64 holding.
Wellspring Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2020 and has held it in 26 quarters since.
Wellspring Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.29M in Q4 2021.
323 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.