Advisors Management Group’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 | $233K | Hold |
2,320
| – | – | 0.04% | 145 |
|
|
2025
Q4 | $225K | Sell |
2,320
-352
| -13% | -$33.9K | 0.04% | 150 |
|
|
2025
Q3 | $256K | Hold |
2,672
| – | – | 0.04% | 138 |
|
|
2025
Q2 | $243K | Hold |
2,672
| – | – | 0.05% | 137 |
|
|
2025
Q1 | $223K | Hold |
2,672
| – | – | 0.05% | 140 |
|
|
2024
Q4 | $243K | Hold |
2,672
| – | – | 0.06% | 139 |
|
|
2024
Q3 | $246K | Hold |
2,672
| – | – | 0.06% | 136 |
|
|
2024
Q2 | $235K | Hold |
2,672
| – | – | 0.06% | 139 |
|
|
2024
Q1 | $244K | Sell |
2,672
-697
| -21% | -$58.1K | 0.06% | 136 |
|
|
2023
Q4 | $267K | Hold |
3,369
| – | – | 0.07% | 129 |
|
|
2023
Q3 | $243K | Sell |
3,369
-100
| -3% | -$7.54K | 0.07% | 125 |
|
|
2023
Q2 | $260K | Sell |
3,469
-130
| -4% | -$9.28K | 0.08% | 122 |
|
|
2023
Q1 | $257K | Hold |
3,599
| – | – | 0.08% | 122 |
|
|
2022
Q4 | $246K | Hold |
3,599
| – | – | 0.09% | 114 |
|
|
2022
Q3 | $227K | Hold |
3,599
| – | – | 0.09% | 114 |
|
|
2022
Q2 | $229K | Hold |
3,599
| – | – | 0.08% | 116 |
|
|
2022
Q1 | $278K | Hold |
3,599
| – | – | 0.09% | 106 |
|
|
2021
Q4 | $307K | Hold |
3,599
| – | – | 0.09% | 99 |
|
|
2021
Q3 | $285K | Sell |
3,599
-300
| -8% | -$24.4K | 0.09% | 105 |
|
|
2021
Q2 | $316K | Hold |
3,899
| – | – | 0.09% | 100 |
|
|
2021
Q1 | $306K | Hold |
3,899
| – | – | 0.1% | 95 |
|
|
2020
Q4 | $282K | Sell |
3,899
-1
| -0% | -$67 | 0.12% | 85 |
|
|
2020
Q3 | $233K | Hold |
3,900
| – | – | 0.1% | 86 |
|
|
2020
Q2 | $218K | Buy |
+3,900
| New | +$203K | 0.1% | 85 |
|
|
2020
Q1 | – | Sell |
-4,020
| Closed | -$239K | – | 92 |
|
|
2019
Q4 | $239K | Sell |
4,020
-372
| -8% | -$21.3K | 0.09% | 82 |
|
|
2019
Q3 | $246K | Hold |
4,392
| – | – | 0.1% | 82 |
|
|
2019
Q2 | $248K | Sell |
4,392
-652
| -13% | -$36.2K | 0.11% | 80 |
|
|
2019
Q1 | $276K | Buy |
5,044
+524
| +12% | +$27.7K | 0.12% | 74 |
|
|
2018
Q4 | $216K | Hold |
4,520
| – | – | 0.11% | 77 |
|
|
2018
Q3 | $263K | Hold |
4,520
| – | – | 0.12% | 74 |
|
|
2018
Q2 | $254K | Hold |
4,520
| – | – | 0.12% | 71 |
|
|
2018
Q1 | $243K | Hold |
4,520
| – | – | 0.12% | 73 |
|
|
2017
Q4 | $244K | Buy |
4,520
+120
| +3% | +$6.33K | 0.13% | 76 |
|
|
2017
Q3 | $223K | Hold |
4,400
| – | – | 0.12% | 74 |
|
|
2017
Q2 | $216K | Hold |
4,400
| – | – | 0.12% | 72 |
|
|
2017
Q1 | $210K | Buy |
+4,400
| New | +$208K | 0.13% | 67 |
|
Other funds holding IJK
SP
Advisors Management Group's IJK Position: Q1 2026 in Review
Advisors Management Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 2,320 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #145.
Advisors Management Group first reported a position in IJK in Q1 2017 and has held it in 36 quarters since. The position peaked at $316K in Q2 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.
- Advisors Management Group held 2,320 shares of iShares S&P Mid-Cap 400 Growth ETF worth $233K as of Q1 2026.
- Advisors Management Group left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Advisors Management Group's portfolio in Q1 2026, its #145 holding.
- Advisors Management Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and has held it in 36 quarters since.
- Advisors Management Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $316K in Q2 2021.
- 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.