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

Whitaker-Myers Wealth Managers’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 Q3	$3.83M	Sell	34,945 -1,954	-5%	-$222K	0.62%	25
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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Whitaker-Myers Wealth Managers's IJK Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.3% in Q3 2026, selling an estimated $222K and leaving 34,945 shares worth $3.83M. The position accounts for 0.62% of the portfolio, ranked #25.

Whitaker-Myers Wealth Managers first reported a position in IJK in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.34M in Q2 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Whitaker-Myers Wealth Managers held 34,945 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.83M as of Q3 2026.
Whitaker-Myers Wealth Managers sold 1,954 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $222K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.62% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #25 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 16 quarters since.
Whitaker-Myers Wealth Managers's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.34M in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.