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

Aptus Capital 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 Q2	$551K	Buy	4,691 +3,781	+415%	+$420K	﹤0.01%	764
2026 Q1	$91.6K	Hold	910	–	–	﹤0.01%	1167
2025 Q4	$88.1K	Sell	910 -105	-10%	-$10.1K	﹤0.01%	1203
2025 Q3	$97.3K	Buy	1,015 +1	+0.1%	+$94	﹤0.01%	1128
2025 Q2	$92.2K	Buy	1,014 +108	+12%	+$9.25K	﹤0.01%	1093
2025 Q1	$75.5K	Sell	906 -95	-9%	-$8.56K	﹤0.01%	1049
2024 Q4	$91K	Buy	1,001 +34	+4%	+$3.2K	﹤0.01%	1026
2024 Q3	$88.9K	Buy	967 +80	+9%	+$7.15K	﹤0.01%	865
2024 Q2	$78.2K	Buy	887 +1	+0.1%	+$88	﹤0.01%	844
2024 Q1	$80.8K	Buy	886 +189	+27%	+$15.8K	﹤0.01%	842
2023 Q4	$55.2K	Buy	697 +279	+67%	+$20.5K	﹤0.01%	670
2023 Q3	$30.2K	Hold	418	–	–	﹤0.01%	723
2023 Q2	$31.4K	Buy	418 +1	+0.2%	+$71	﹤0.01%	621
2023 Q1	$29.8K	Buy	417 +1	+0.2%	+$71	﹤0.01%	599
2022 Q4	$28.4K	Buy	416 +1	+0.2%	+$69	﹤0.01%	631
2022 Q3	$26K	Buy	415 +2	+0.5%	+$138	﹤0.01%	598
2022 Q2	$26K	Buy	413 +1	+0.2%	+$70	﹤0.01%	517
2022 Q1	$32K	Hold	412	–	–	﹤0.01%	537
2021 Q4	$35K	Buy	412 +1	+0.2%	+$84	﹤0.01%	443
2021 Q3	$33K	Buy	+411	New	+$33.4K	﹤0.01%	434
2021 Q1	–	Sell	-48	Closed	-$3K	–	536
2020 Q4	$3K	Hold	48	–	–	﹤0.01%	451
2020 Q3	$2K	Hold	48	–	–	﹤0.01%	453
2020 Q2	$2K	Hold	48	–	–	﹤0.01%	402
2020 Q1	$2K	Hold	48	–	–	﹤0.01%	395
2019 Q4	$2K	Buy	+48	New	+$2.75K	﹤0.01%	487

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

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

Aptus Capital Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 415% in Q2 2026, buying an estimated $420K and bringing the position to 4,691 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Aptus Capital Advisors first reported a position in IJK in Q4 2019 and has held it in 25 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Aptus Capital Advisors held 4,691 shares of iShares S&P Mid-Cap 400 Growth ETF worth $551K as of Q2 2026.
Aptus Capital Advisors bought 3,781 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $420K.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #764 holding.
Aptus Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 25 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.