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

Advisors Capital Management’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 Q2	$202K	Sell	1,722 -357	-17%	-$39.7K	﹤0.01%	618
2026 Q1	$209K	Buy	+2,079	New	+$214K	﹤0.01%	544
2025 Q2	–	Sell	-2,934	Closed	-$244K	–	529
2025 Q1	$244K	Buy	+2,934	New	+$264K	﹤0.01%	471

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Advisors Capital Management's IJK Position: Q2 2026 in Review

Advisors Capital Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 17% in Q2 2026, selling an estimated $39.7K and leaving 1,722 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Advisors Capital Management first reported a position in IJK in Q1 2025 and has held it in 3 quarters since. The position peaked at $244K in Q1 2025. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Advisors Capital Management held 1,722 shares of iShares S&P Mid-Cap 400 Growth ETF worth $202K as of Q2 2026.
Advisors Capital Management sold 357 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $39.7K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #618 holding.
Advisors Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2025 and has held it in 3 quarters since.
Advisors Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $244K in Q1 2025.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.