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

Ancora Advisors’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	$341K	Hold	3,385	–	–	0.01%	598
2025 Q4	$328K	Hold	3,385	–	–	0.01%	623
2025 Q3	$325K	Sell	3,385 -9	-0.3%	-$848	0.01%	627
2025 Q2	$309K	Hold	3,394	–	–	0.01%	640
2025 Q1	$283K	Hold	3,394	–	–	0.01%	647
2024 Q4	$309K	Buy	3,394 +1,729	+104%	+$163K	0.01%	615
2024 Q3	$153K	Hold	1,665	–	–	﹤0.01%	746
2024 Q2	$147K	Hold	1,665	–	–	﹤0.01%	736
2024 Q1	$152K	Hold	1,665	–	–	﹤0.01%	730
2023 Q4	$132K	Hold	1,665	–	–	﹤0.01%	756
2023 Q3	$120K	Hold	1,665	–	–	﹤0.01%	757
2023 Q2	$125K	Hold	1,665	–	–	﹤0.01%	747
2023 Q1	$119K	Buy	1,665 +390	+31%	+$27.9K	﹤0.01%	745
2022 Q4	$87K	Buy	1,275 +967	+314%	+$66.5K	﹤0.01%	851
2022 Q3	$19K	Hold	308	–	–	﹤0.01%	1359
2022 Q2	$20K	Hold	308	–	–	﹤0.01%	1436
2022 Q1	$24K	Hold	308	–	–	﹤0.01%	1496
2021 Q4	$26K	Hold	308	–	–	﹤0.01%	1496
2021 Q3	$24K	Hold	308	–	–	﹤0.01%	1421
2021 Q2	$25K	Hold	308	–	–	﹤0.01%	1290
2021 Q1	$24K	Buy	+308	New	+$23.7K	﹤0.01%	1255
2017 Q1	–	Sell	-200	Closed	-$9K	–	837
2016 Q4	$9K	Buy	+200	New	+$8.81K	﹤0.01%	1059

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

Ancora Advisors's IJK Position: Q1 2026 in Review

Ancora Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 3,385 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #598.

Ancora Advisors first reported a position in IJK in Q4 2016 and has held it in 22 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Ancora Advisors held 3,385 shares of iShares S&P Mid-Cap 400 Growth ETF worth $341K as of Q1 2026.
Ancora Advisors 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 0.01% of Ancora Advisors's portfolio in Q1 2026, its #598 holding.
Ancora Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 22 quarters since.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.