Cape Investment Advisory’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Cape Investment Advisory’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	$2.58K	Buy	+22	New	+$2.44K	﹤0.01%	1191
2026 Q1	–	Sell	-20	Closed	-$1.94K	–	670
2025 Q4	$1.94K	Hold	20	–	–	﹤0.01%	1111
2025 Q3	$1.92K	Hold	20	–	–	﹤0.01%	683
2025 Q2	$1.82K	Hold	20	–	–	﹤0.01%	957
2025 Q1	$1.67K	Hold	20	–	–	﹤0.01%	917
2024 Q4	$1.82K	Hold	20	–	–	﹤0.01%	890
2024 Q3	$1.84K	Hold	20	–	–	﹤0.01%	834
2024 Q2	$1.76K	Hold	20	–	–	﹤0.01%	798
2024 Q1	$1.82K	Hold	20	–	–	﹤0.01%	779
2023 Q4	$1.58K	Hold	20	–	–	﹤0.01%	960
2023 Q3	$1.45K	Hold	20	–	–	﹤0.01%	813
2023 Q2	$1.5K	Hold	20	–	–	﹤0.01%	797
2023 Q1	$1.43K	Buy	+20	New	+$1.43K	﹤0.01%	848

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

Cape Investment Advisory's IJK Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 22 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in IJK as recently as Q4 2025.

Cape Investment Advisory first reported a position in IJK in Q1 2023 and has held it in 13 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Cape Investment Advisory held 22 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.58K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Cape Investment Advisory position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1191 holding.
Cape Investment Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 13 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.