Belpointe Asset Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Belpointe Asset Management’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	$1M	Buy	8,528 +3,537	+71%	+$393K	0.03%	495
2026 Q1	$502K	Buy	4,991 +476	+11%	+$48.9K	0.02%	682
2025 Q4	$437K	Buy	4,515 +132	+3%	+$12.7K	0.02%	701
2025 Q3	$420K	Buy	4,383 +2,115	+93%	+$199K	0.02%	678
2025 Q2	$206K	Buy	+2,268	New	+$194K	0.01%	873
2025 Q1	–	Sell	-33,972	Closed	-$3.09M	–	976
2024 Q4	$3.09M	Buy	33,972 +541	+2%	+$50.9K	0.19%	113
2024 Q3	$3.07M	Buy	33,431 +1,292	+4%	+$116K	0.18%	107
2024 Q2	$2.83M	Buy	+32,139	New	+$2.84M	0.2%	97
2023 Q4	–	Sell	-19,183	Closed	-$1.39M	–	735
2023 Q3	$1.39M	Buy	+19,183	New	+$1.45M	0.14%	147
2023 Q2	–	Sell	-7,781	Closed	-$556K	–	1886
2023 Q1	$556K	Sell	7,781 -1,033	-12%	-$73.8K	0.03%	520
2022 Q4	$602K	Buy	8,814 +3,757	+74%	+$258K	0.04%	461
2022 Q3	$318K	Buy	5,057 +2,017	+66%	+$139K	0.02%	666
2022 Q2	$194K	Buy	3,040 +331	+12%	+$23.2K	0.01%	839
2022 Q1	$209K	Sell	2,709 -898	-25%	-$69.4K	0.01%	883
2021 Q4	$307K	Buy	+3,607	New	+$302K	0.02%	700
2021 Q1	–	Sell	-1,459	Closed	-$105K	–	1034
2020 Q4	$105K	Buy	+1,459	New	+$97.3K	0.01%	931
2019 Q1	–	Sell	-12,816	Closed	-$613K	–	491
2018 Q4	$613K	Buy	12,816 +572	+5%	+$29.9K	0.16%	143
2018 Q3	$713K	Buy	+12,244	New	+$711K	0.11%	181

Other funds holding IJK

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Belpointe Asset Management's IJK Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 71% in Q2 2026, buying an estimated $393K and bringing the position to 8,528 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #495.

Belpointe Asset Management first reported a position in IJK in Q3 2018 and has held it in 18 quarters since. The position peaked at $3.09M in Q4 2024. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Belpointe Asset Management held 8,528 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1M as of Q2 2026.
Belpointe Asset Management bought 3,537 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $393K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #495 holding.
Belpointe Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 18 quarters since.
Belpointe Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.09M in Q4 2024.
480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.