Back to LPL Financial LLC LPL Financial LLC

IJKIJK
31 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in ISHARES S&P MID-CAP 400 GROW

LPL Financial LLC holds 1.5M shares of IJK (ISHARES S&P MID-CAP 400 GROW), worth $173.5M as of 2026-Q2. The position was increased (+3.0% shares). IJK represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$173.5M

Current Shares

1.5M

Total Value Change

+$123.3M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+3.0%
$173.5M0.0%$117.50
31
2026-Q1
Decreased
1.4M
-0.4%
$144.2M0.0%$105.68
0
2025-Q4
Decreased
1.4M
-0.8%
$139.4M0.0%$97.97
0
2025-Q3
Decreased
1.5M
-7.2%
$139.1M0.0%$95.68
0
2025-Q2
Increased
1.6M
+11.3%
$142.3M0.0%$90.51
34
2025-Q1
Increased
1.4M
+3.2%
$117M0.0%$82.71
31
2024-Q4
Increased
1.4M
+8.1%
$123.8M0.1%$90.44
33
2024-Q3
Decreased
1.3M
-12.6%
$115.8M0.1%$91.02
0
2024-Q2
Increased
1.4M
+22.4%
$126.9M0.1%$87.10
36
2024-Q1
Decreased
1.2M
-3.5%
$107.4M0.1%$90.06
0
2023-Q4
Increased
1.2M
+26.7%
$96.7M0.1%$78.06
37
2023-Q3
Decreased
962,961
-17.9%
$69.6M0.0%$70.94
0
2023-Q2
Increased
1.2M
+33.1%
$88M0.1%$72.84
38
2023-Q1
Increased
881,870
+5.9%
$63.1M0.0%$68.70
31
2022-Q4
Increased
832,994
+1.8%
$56.9M0.0%$66.49
30
2022-Q3
Increased
818,073
+0.1%
$51.6M0.0%$61.55
29
2022-Q2
Decreased
817,367
-3.8%
$52.1M0.0%$62.33
0
2022-Q1
Decreased
849,613
-28.7%
$65.7M0.1%$75.88
0
2021-Q4
Increased
1.2M
+1.3%
$101.6M0.1%$82.04
30
2021-Q3
Increased
1.2M
+4.8%
$93.2M0.1%$77.06
31
2021-Q2
Increased
1.1M
+4.4%
$90.9M0.1%$77.88
31
2021-Q1
Decreased
1.1M
-10.7%
$84.3M0.1%$74.64
0
2020-Q4
Increased
1.2M
+349.3%
$87M0.1%$69.11
58
2020-Q3
Increased
268,157
+5.2%
$64.1M0.1%$56.86
37
2020-Q2
Decreased
254,875
-6.3%
$57.1M0.1%$52.73
0
2020-Q1
Increased
271,962
+5.9%
$48.5M0.1%$42.91
37
2019-Q4
Decreased
256,808
-24.1%
$61.1M0.1%$56.48
0
2019-Q3
Increased
338,578
+27.3%
$75.8M0.2%$52.65
44
2019-Q2
Increased
265,915
+0.6%
$60.2M0.1%$53.37
35
2019-Q1
Increased
264,372
+0.8%
$57.9M0.1%$51.54
35
2018-Q4
New
262,222
-
$50.1M0.1%$44.32
48

Other major holders of IJK: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used