AFT Forsyth & Company’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 | $2.13M | Buy |
21,179
+2
| +0% | +$205 | 1% | 20 |
|
|
2025
Q4 | $2.05M | Buy |
21,177
+7
| +0% | +$674 | 0.89% | 25 |
|
|
2025
Q3 | $2.03M | Buy |
21,170
+5
| +0% | +$471 | 0.97% | 24 |
|
|
2025
Q2 | $1.93M | Buy |
21,165
+5
| +0% | +$428 | 0.99% | 24 |
|
|
2025
Q1 | $1.76M | Buy |
21,160
+4
| +0% | +$360 | 0.95% | 25 |
|
|
2024
Q4 | $1.92M | Buy |
21,156
+7
| +0% | +$659 | 0.94% | 26 |
|
|
2024
Q3 | $1.94M | Buy |
21,149
+7
| +0% | +$626 | 0.96% | 26 |
|
|
2024
Q2 | $1.86M | Buy |
21,142
+5
| +0% | +$442 | 0.91% | 23 |
|
|
2024
Q1 | $1.93M | Buy |
21,137
+4
| +0% | +$334 | 1.1% | 21 |
|
|
2023
Q4 | $1.67M | Buy |
21,133
+21
| +0.1% | +$1.54K | 1.05% | 22 |
|
|
2023
Q3 | $1.53M | Hold |
21,112
| – | – | 1.12% | 20 |
|
|
2023
Q2 | $1.58M | Sell |
21,112
-913
| -4% | -$65.2K | 1.12% | 19 |
|
|
2023
Q1 | $1.58M | Buy |
22,025
+8
| +0% | +$571 | 1.22% | 18 |
|
|
2022
Q4 | $1.5M | Buy |
22,017
+19
| +0.1% | +$1.31K | 1.28% | 21 |
|
|
2022
Q3 | $1.39M | Hold |
21,998
| – | – | 1.24% | 19 |
|
|
2022
Q2 | $1.4M | Buy |
21,998
+7
| +0% | +$492 | 1.13% | 23 |
|
|
2022
Q1 | $1.7M | Sell |
21,991
-85
| -0.4% | -$6.57K | 1.08% | 23 |
|
|
2021
Q4 | $1.88M | Buy |
22,076
+6
| +0% | +$503 | 0.97% | 24 |
|
|
2021
Q3 | $1.75M | Hold |
22,070
| – | – | 0.94% | 27 |
|
|
2021
Q2 | $1.79M | Hold |
22,070
| – | – | 0.95% | 24 |
|
|
2021
Q1 | $1.73M | Buy |
22,070
+22
| +0.1% | +$1.7K | 1.04% | 23 |
|
|
2020
Q4 | $1.59M | Hold |
22,048
| – | – | 1% | 26 |
|
|
2020
Q3 | $1.32M | Sell |
22,048
-1,540
| -7% | -$91.6K | 0.98% | 26 |
|
|
2020
Q2 | $1.32M | Hold |
23,588
| – | – | 1.11% | 24 |
|
|
2020
Q1 | $1.05M | Sell |
23,588
-728
| -3% | -$40.1K | 1.06% | 26 |
|
|
2019
Q4 | $1.45M | Sell |
24,316
-60
| -0.2% | -$3.44K | 1.1% | 25 |
|
|
2019
Q3 | $1.36M | Hold |
24,376
| – | – | 1.13% | 25 |
|
|
2019
Q2 | $1.38M | Sell |
24,376
-80
| -0.3% | -$4.44K | 1.14% | 25 |
|
|
2019
Q1 | $1.34M | Sell |
24,456
-220
| -0.9% | -$11.6K | 1.16% | 24 |
|
|
2018
Q4 | $1.18M | Sell |
24,676
-100
| -0.4% | -$5.23K | 1.17% | 23 |
|
|
2018
Q3 | $1.44M | Hold |
24,776
| – | – | 1.2% | 20 |
|
|
2018
Q2 | $1.39M | Sell |
24,776
-208
| -0.8% | -$11.6K | 1.22% | 20 |
|
|
2018
Q1 | $1.36M | Buy |
24,984
+80
| +0.3% | +$4.42K | 1.27% | 21 |
|
|
2017
Q4 | $1.34M | Buy |
+24,904
| New | +$1.31M | 1.32% | 19 |
|
|
2013
Q3 | $900K | Buy |
25,884
+300
| +1% | +$10.2K | 1.17% | 18 |
|
|
2013
Q2 | $824K | Buy |
+25,584
| New | +$830K | 1.18% | 20 |
|
Other funds holding IJK
SP
AFT Forsyth & Company's IJK Position: Q1 2026 in Review
AFT Forsyth & Company increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.01% in Q1 2026, buying an estimated $205 and bringing the position to 21,179 shares worth $2.13M. The position accounts for 1% of the portfolio, ranked #20.
AFT Forsyth & Company first reported a position in IJK in Q2 2013 and has held it in 36 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.
- AFT Forsyth & Company held 21,179 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.13M as of Q1 2026.
- AFT Forsyth & Company bought 2 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $205.
- iShares S&P Mid-Cap 400 Growth ETF made up 1% of AFT Forsyth & Company's portfolio in Q1 2026, its #20 holding.
- AFT Forsyth & Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 36 quarters since.
- 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.