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

YHB Investment 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 Q3	$1.52M	Hold	13,822	–	–	0.1%	140
2026 Q2	$1.62M	Buy	13,822 +80	+0.6%	+$8.89K	0.1%	139
2026 Q1	$1.38M	Buy	13,742 +125	+0.9%	+$12.8K	0.1%	143
2025 Q4	$1.32M	Buy	13,617 +230	+2%	+$22.1K	0.09%	144
2025 Q3	$1.28M	Sell	13,387 -25	-0.2%	-$2.35K	0.09%	145
2025 Q2	$1.22M	Sell	13,412 -25	-0.2%	-$2.14K	0.09%	149
2025 Q1	$1.12M	Sell	13,437 -400	-3%	-$36K	0.09%	147
2024 Q4	$1.26M	Hold	13,837	–	–	0.1%	141
2024 Q3	$1.27M	Hold	13,837	–	–	0.11%	140
2024 Q2	$1.22M	Hold	13,837	–	–	0.1%	142
2024 Q1	$1.26M	Sell	13,837 -1,275	-8%	-$106K	0.11%	139
2023 Q4	$1.2M	Sell	15,112 -4,595	-23%	-$337K	0.12%	136
2023 Q3	$1.42M	Sell	19,707 -700	-3%	-$52.8K	0.13%	133
2023 Q2	$1.53M	Hold	20,407	–	–	0.14%	129
2023 Q1	$1.46M	Hold	20,407	–	–	0.15%	123
2022 Q4	$1.39M	Hold	20,407	–	–	0.15%	125
2022 Q3	$1.29M	Sell	20,407 -514	-2%	-$35.5K	0.14%	128
2022 Q2	$1.33M	Buy	20,921 +122	+0.6%	+$8.57K	0.14%	129
2022 Q1	$1.61M	Hold	20,799	–	–	0.14%	129
2021 Q4	$1.77M	Buy	20,799 +775	+4%	+$65K	0.14%	141
2021 Q3	$1.59M	Hold	20,024	–	–	0.14%	140
2021 Q2	$1.62M	Hold	20,024	–	–	0.14%	139
2021 Q1	$1.64M	Hold	20,024	–	–	0.14%	139
2020 Q4	$1.45M	Hold	20,024	–	–	0.14%	137
2020 Q3	$1.2M	Buy	+20,024	New	+$1.19M	0.13%	140

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

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 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

MPWT

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

YHB Investment Advisors's IJK Position: Q3 2026 in Review

YHB Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 13,822 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #140.

YHB Investment Advisors first reported a position in IJK in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.77M in Q4 2021. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

YHB Investment Advisors held 13,822 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.52M as of Q3 2026.
YHB Investment Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of YHB Investment Advisors's portfolio in Q3 2026, its #140 holding.
YHB Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2020 and has held it in 25 quarters since.
YHB Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.77M in Q4 2021.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.