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

AlphaCore Capital’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 Q1	$21.8M	Sell	216,732 -5,588	-3%	-$574K	0.52%	51
2025 Q4	$21.5M	Buy	222,320 +221,824	+44,723%	+$21.4M	0.48%	57
2025 Q3	$47.6K	Hold	496	–	–	﹤0.01%	876
2025 Q2	$45.1K	Hold	496	–	–	﹤0.01%	823
2025 Q1	$41.3K	Hold	496	–	–	﹤0.01%	608
2024 Q4	$45.1K	Buy	+496	New	+$46.7K	0.01%	236
2023 Q2	–	Sell	-200	Closed	-$14.3K	–	353
2023 Q1	$14.3K	Buy	+200	New	+$14.3K	﹤0.01%	193

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AlphaCore Capital's IJK Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.5% in Q1 2026, selling an estimated $574K and leaving 216,732 shares worth $21.8M. The position accounts for 0.52% of the portfolio, ranked #51.

AlphaCore Capital first reported a position in IJK in Q1 2023 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

AlphaCore Capital held 216,732 shares of iShares S&P Mid-Cap 400 Growth ETF worth $21.8M as of Q1 2026.
AlphaCore Capital sold 5,588 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $574K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.52% of AlphaCore Capital's portfolio in Q1 2026, its #51 holding.
AlphaCore Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 7 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.