1834 Investment Advisors’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
Q1 | $15.3M | Sell |
151,611
-2,037
| -1% | -$209K | 1.9% | 13 |
|
|
2025
Q4 | $14.9M | Sell |
153,648
-4,304
| -3% | -$414K | 1.87% | 11 |
|
|
2025
Q3 | $15.1M | Sell |
157,952
-8,257
| -5% | -$778K | 1.86% | 11 |
|
|
2025
Q2 | $15.1M | Sell |
166,209
-7,970
| -5% | -$682K | 1.91% | 11 |
|
|
2025
Q1 | $14.5M | Sell |
174,179
-11,915
| -6% | -$1.07M | 1.87% | 12 |
|
|
2024
Q4 | $16.9M | Sell |
186,094
-23,513
| -11% | -$2.21M | 2.14% | 11 |
|
|
2024
Q3 | $19.3M | Sell |
209,607
-12,686
| -6% | -$1.13M | 2.24% | 10 |
|
|
2024
Q2 | $19.6M | Sell |
222,293
-18,949
| -8% | -$1.67M | 2.36% | 10 |
|
|
2024
Q1 | $22M | Sell |
241,242
-36,821
| -13% | -$3.07M | 2.62% | 9 |
|
|
2023
Q4 | $22M | Sell |
278,063
-8,274
| -3% | -$607K | 2.63% | 10 |
|
|
2023
Q3 | $20.7M | Sell |
286,337
-13,573
| -5% | -$1.02M | 2.57% | 10 |
|
|
2023
Q2 | $22.5M | Sell |
299,910
-17,106
| -5% | -$1.22M | 2.68% | 9 |
|
|
2023
Q1 | $22.7M | Sell |
317,016
-29,975
| -9% | -$2.14M | 2.72% | 8 |
|
|
2022
Q4 | $23.7M | Sell |
346,991
-10,301
| -3% | -$708K | 3.38% | 6 |
|
|
2022
Q3 | $22.5M | Sell |
357,292
-22,980
| -6% | -$1.59M | 3.37% | 4 |
|
|
2022
Q2 | $24.2M | Sell |
380,272
-6,830
| -2% | -$480K | 3.41% | 6 |
|
|
2022
Q1 | $29.9M | Sell |
387,102
-2,226
| -0.6% | -$172K | 3.66% | 4 |
|
|
2021
Q4 | $33.2M | Sell |
389,328
-281
| -0.1% | -$23.6K | 3.75% | 3 |
|
|
2021
Q3 | $30.9M | Buy |
389,609
+4,360
| +1% | +$354K | 3.76% | 3 |
|
|
2021
Q2 | $31.2M | Buy |
385,249
+10,898
| +3% | +$875K | 3.77% | 3 |
|
|
2021
Q1 | $29.3M | Sell |
374,351
-18,495
| -5% | -$1.42M | 3.8% | 3 |
|
|
2020
Q4 | $28.4M | Sell |
392,846
-38,894
| -9% | -$2.59M | 3.78% | 3 |
|
|
2020
Q3 | $25.8M | Buy |
431,740
+352
| +0.1% | +$20.9K | 3.77% | 3 |
|
|
2020
Q2 | $24.2M | Buy |
431,388
+84,484
| +24% | +$4.39M | 3.83% | 3 |
|
|
2020
Q1 | $15.5M | Buy |
346,904
+11,196
| +3% | +$616K | 2.94% | 4 |
|
|
2019
Q4 | $20M | Sell |
335,708
-59,600
| -15% | -$3.42M | 3.06% | 4 |
|
|
2019
Q3 | $22.1M | Buy |
395,308
+384
| +0.1% | +$21.6K | 3.21% | 3 |
|
|
2019
Q2 | $22.3M | Buy |
394,924
+6,664
| +2% | +$370K | 3.37% | 3 |
|
|
2019
Q1 | $21.3M | Sell |
388,260
-4,076
| -1% | -$215K | 3.24% | 3 |
|
|
2018
Q4 | $18.8M | Buy |
392,336
+1,320
| +0.3% | +$69.1K | 3.14% | 3 |
|
|
2018
Q3 | $22.8M | Buy |
391,016
+48
| +0% | +$2.79K | 3.32% | 3 |
|
|
2018
Q2 | $22M | Buy |
390,968
+3,444
| +0.9% | +$192K | 3.44% | 3 |
|
|
2018
Q1 | $21.2M | Buy |
387,524
+524
| +0.1% | +$29K | 3.61% | 3 |
|
|
2017
Q4 | $20.9M | Buy |
387,000
+2,188
| +0.6% | +$115K | 3.29% | 3 |
|
|
2017
Q3 | $19.5M | Buy |
384,812
+540
| +0.1% | +$26.6K | 3.63% | 3 |
|
|
2017
Q2 | $18.9M | Buy |
384,272
+484
| +0.1% | +$23.5K | 3.56% | 3 |
|
|
2017
Q1 | $18.3M | Sell |
383,788
-6,072
| -2% | -$286K | 3.52% | 3 |
|
|
2016
Q4 | $17.8M | Buy |
389,860
+4,692
| +1% | +$207K | 3.58% | 3 |
|
|
2016
Q3 | $16.8M | Buy |
385,168
+2,480
| +0.6% | +$109K | 3.65% | 3 |
|
|
2016
Q2 | $16.2M | Sell |
382,688
-140
| -0% | -$5.8K | 3.51% | 3 |
|
|
2016
Q1 | $15.6M | Buy |
382,828
+824
| +0.2% | +$31.5K | 3.56% | 3 |
|
|
2015
Q4 | $15.4M | Buy |
382,004
+14,424
| +4% | +$590K | 3.61% | 3 |
|
|
2015
Q3 | $14.4M | Sell |
367,580
-1,388
| -0.4% | -$57.9K | 3.58% | 3 |
|
|
2015
Q2 | $15.6M | Buy |
368,968
+644
| +0.2% | +$27.6K | 4.27% | 3 |
|
|
2015
Q1 | $15.8M | Buy |
368,324
+2,544
| +0.7% | +$105K | 4.29% | 3 |
|
|
2014
Q4 | $14.6M | Buy |
365,780
+11,864
| +3% | +$461K | 4.04% | 3 |
|
|
2014
Q3 | $13.4M | Sell |
353,916
-4,200
| -1% | -$163K | 3.7% | 3 |
|
|
2014
Q2 | $14.1M | Buy |
358,116
+5,332
| +2% | +$202K | 3.81% | 3 |
|
|
2014
Q1 | $13.5M | Buy |
352,784
+1,056
| +0.3% | +$39.8K | 3.95% | 3 |
|
|
2013
Q4 | $13.2M | Buy |
351,728
+1,692
| +0.5% | +$61K | 3.88% | 3 |
|
|
2013
Q3 | $12.2M | Buy |
350,036
+1,960
| +0.6% | +$66.7K | 4% | 3 |
|
|
2013
Q2 | $11.2M | Buy |
+348,076
| New | +$11.3M | 3.85% | 3 |
|
Other funds holding IJK
SP
1834 Investment Advisors's IJK Position: Q1 2026 in Review
1834 Investment Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.3% in Q1 2026, selling an estimated $209K and leaving 151,611 shares worth $15.3M. The position accounts for 1.9% of the portfolio, ranked #13.
1834 Investment Advisors first reported a position in IJK in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.2M in Q4 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.
- 1834 Investment Advisors held 151,611 shares of iShares S&P Mid-Cap 400 Growth ETF worth $15.3M as of Q1 2026.
- 1834 Investment Advisors sold 2,037 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $209K.
- iShares S&P Mid-Cap 400 Growth ETF made up 1.9% of 1834 Investment Advisors's portfolio in Q1 2026, its #13 holding.
- 1834 Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 52 quarters since.
- 1834 Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $33.2M in Q4 2021.
- 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.