Whitaker-Myers Wealth Managers’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.34M Buy
36,899
+1,474
+4% +$164K 0.72% 21
2026
Q1
$3.56M Buy
35,425
+4,675
+15% +$480K 0.71% 22
2025
Q4
$2.98M Buy
30,750
+6,823
+29% +$657K 0.62% 22
2025
Q3
$2.29M Buy
23,927
+8,245
+53% +$777K 0.5% 30
2025
Q2
$1.43M Buy
15,682
+2,070
+15% +$177K 0.36% 30
2025
Q1
$1.13M Buy
13,612
+2,608
+24% +$235K 0.32% 39
2024
Q4
$1M Sell
11,004
-4,746
-30% -$447K 0.29% 40
2024
Q3
$1.45M Buy
15,750
+824
+6% +$73.7K 0.48% 32
2024
Q2
$1.32M Buy
14,926
+1,236
+9% +$109K 0.49% 31
2024
Q1
$1.25M Sell
13,690
-789
-5% -$65.8K 0.53% 33
2023
Q4
$1.15M Sell
14,479
-268
-2% -$19.7K 0.57% 30
2023
Q3
$1.07M Buy
14,747
+1,421
+11% +$107K 0.66% 32
2023
Q2
$999K Sell
13,326
-66
-0.5% -$4.71K 0.67% 32
2023
Q1
$958K Buy
13,392
+2,216
+20% +$158K 0.74% 31
2022
Q4
$763K Buy
+11,176
New +$768K 0.73% 33

Other funds holding IJK

Whitaker-Myers Wealth Managers's IJK Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.2% in Q2 2026, buying an estimated $164K and bringing the position to 36,899 shares worth $4.34M. The position accounts for 0.72% of the portfolio, ranked #21.

Whitaker-Myers Wealth Managers first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 36,899 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.34M as of Q2 2026.
  • Whitaker-Myers Wealth Managers bought 1,474 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $164K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.72% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #21 holding.
  • Whitaker-Myers Wealth Managers first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.