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

Bay Colony 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	$450K	Buy	3,830 +1	+0%	+$111	0.05%	288
2026 Q1	$385K	Buy	3,829 +1	+0%	+$103	0.05%	322
2025 Q4	$371K	Buy	3,828 +1	+0%	+$96	0.04%	338
2025 Q3	$367K	Buy	3,827 +345	+10%	+$32.5K	0.04%	342
2025 Q2	$317K	Buy	3,482 +1	+0%	+$86	0.04%	333
2025 Q1	$290K	Buy	3,481 +1	+0%	+$90	0.04%	345
2024 Q4	$316K	Buy	3,480 +2	+0.1%	+$188	0.05%	313
2024 Q3	$320K	Buy	3,478 +2	+0.1%	+$179	0.05%	309
2024 Q2	$306K	Buy	3,476 +1	+0%	+$88	0.05%	288
2024 Q1	$317K	Buy	3,475 +55	+2%	+$4.59K	0.06%	279
2023 Q4	$271K	Buy	3,420 +54	+2%	+$3.96K	0.05%	290
2023 Q3	$243K	Hold	3,366	–	–	0.06%	276
2023 Q2	$252K	Sell	3,366 -523	-13%	-$37.3K	0.06%	269
2023 Q1	$274K	Sell	3,889 -232	-6%	-$16.6K	0.07%	250
2022 Q4	$281K	Buy	4,121 +2	+0%	+$137	0.07%	260
2022 Q3	$260K	Buy	4,119 +3	+0.1%	+$207	0.08%	252
2022 Q2	$296K	Buy	4,116 +1	+0%	+$70	0.08%	244
2022 Q1	$318K	Buy	4,115 +2	+0%	+$155	0.08%	242
2021 Q4	$351K	Buy	4,113 +1	+0%	+$84	0.1%	241
2021 Q3	$326K	Buy	4,112 +1	+0%	+$81	0.11%	230
2021 Q2	$333K	Sell	4,111 -171	-4%	-$13.7K	0.11%	232
2021 Q1	$336K	Buy	4,282 +405	+10%	+$31.2K	0.13%	205
2020 Q4	$280K	Buy	3,877 +245	+7%	+$16.3K	0.15%	202
2020 Q3	$217K	Hold	3,632	–	–	0.13%	214
2020 Q2	$203K	Buy	+3,632	New	+$189K	0.15%	187
2020 Q1	–	Sell	-3,516	Closed	-$213K	–	209
2019 Q4	$213K	Buy	+3,516	New	+$202K	0.14%	241
2018 Q4	–	Sell	-3,464	Closed	-$202K	–	200
2018 Q3	$202K	Buy	3,464 +292	+9%	+$17K	0.15%	170
2018 Q2	$178K	Buy	+3,172	New	+$177K	0.13%	171

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

Bay Colony Advisors's IJK Position: Q2 2026 in Review

Bay Colony Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.03% in Q2 2026, buying an estimated $111 and bringing the position to 3,830 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #288.

Bay Colony Advisors first reported a position in IJK in Q2 2018 and has held it in 28 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Bay Colony Advisors held 3,830 shares of iShares S&P Mid-Cap 400 Growth ETF worth $450K as of Q2 2026.
Bay Colony Advisors bought 1 iShares S&P Mid-Cap 400 Growth ETF share in Q2 2026, an estimated $111.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Bay Colony Advisors's portfolio in Q2 2026, its #288 holding.
Bay Colony Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 28 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.