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

Capital Advisors Ltd’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 		$24.6M Sell
209,294
-3,296
-2% -$366K 2.48% 9
2026
Q1 		$21.4M Buy
212,590
+587
+0.3% +$60.3K 2.43% 10
2025
Q4 		$20.5M Sell
212,003
-3,169
-1% -$305K 2.32% 10
2025
Q3 		$20.6M Sell
215,172
-807
-0.4% -$76K 2.33% 11
2025
Q2 		$19.6M Sell
215,979
-8,988
-4% -$770K 2.42% 11
2025
Q1 		$18.7M Sell
224,967
-8,451
-4% -$761K 2.47% 10
2024
Q4 		$21.2M Buy
233,418
+551
+0.2% +$51.9K 2.68% 9
2024
Q3 		$21.4M Sell
232,867
-2,704
-1% -$242K 2.66% 10
2024
Q2 		$20.8M Sell
235,571
-1,238
-0.5% -$109K 2.69% 9
2024
Q1 		$21.6M Buy
236,809
+2,524
+1% +$211K 2.82% 8
2023
Q4 		$18.6M Buy
234,285
+1,665
+0.7% +$122K 2.61% 10
2023
Q3 		$16.8M Sell
232,620
-251
-0.1% -$18.9K 2.57% 9
2023
Q2 		$17.5M Sell
232,871
-789
-0.3% -$56.3K 2.61% 9
2023
Q1 		$16.7M Buy
233,660
+9
+0% +$643 2.75% 9
2022
Q4 		$16M Buy
233,651
+2
+0% +$137 2.77% 8
2022
Q3 		$14.7M Sell
233,649
-136
-0.1% -$9.39K 2.87% 8
2022
Q2 		$14.9M Sell
233,785
-1,221
-0.5% -$85.8K 2.79% 8
2022
Q1 		$18.2M Sell
235,006
-222
-0.1% -$17.2K 3.02% 7
2021
Q4 		$20.1M Sell
235,228
-521
-0.2% -$43.7K 3.24% 7
2021
Q3 		$18.7M Buy
235,749
+738
+0.3% +$59.9K 3.33% 8
2021
Q2 		$19M Sell
235,011
-948
-0.4% -$76.1K 3.41% 8
2021
Q1 		$18.5M Buy
235,959
+1,237
+0.5% +$95.3K 3.39% 6
2020
Q4 		$17M Buy
234,722
+286
+0.1% +$19.1K 3.74% 5
2020
Q3 		$14M Sell
234,436
-2,880
-1% -$171K 3.5% 5
2020
Q2 		$13.3M Sell
237,316
-316
-0.1% -$16.4K 3.51% 6
2020
Q1 		$10.6M Sell
237,632
-3,124
-1% -$172K 3.32% 8
2019
Q4 		$14.3M Buy
240,756
+56,172
+30% +$3.22M 3.65% 8
2019
Q3 		$10.3M Sell
184,584
-50,524
-21% -$2.84M 2.84% 9
2019
Q2 		$13.3M Sell
235,108
-18,188
-7% -$1.01M 3.76% 7
2019
Q1 		$13.9M Buy
253,296
+4,296
+2% +$227K 3.75% 6
2018
Q4 		$11.9M Buy
249,000
+12,088
+5% +$633K 3.51% 7
2018
Q3 		$13.8M Buy
236,912
+2,580
+1% +$150K 3.89% 6
2018
Q2 		$13.2M Buy
234,332
+2,076
+0.9% +$116K 4.11% 6
2018
Q1 		$12.7M Buy
232,256
+108
+0% +$5.97K 4.1% 6
2017
Q4 		$12.5M Buy
232,148
+360
+0.2% +$19K 4.13% 6
2017
Q3 		$11.7M Buy
231,788
+3,360
+1% +$166K 4.11% 6
2017
Q2 		$11.2M Buy
228,428
+2,028
+0.9% +$98.6K 4.13% 6
2017
Q1 		$10.8M Buy
226,400
+7,680
+4% +$362K 4.16% 6
2016
Q4 		$9.96M Buy
218,720
+10,540
+5% +$464K 4.11% 6
2016
Q3 		$9.09M Buy
208,180
+11,324
+6% +$497K 4% 7
2016
Q2 		$8.32M Buy
196,856
+84
+0% +$3.48K 3.91% 8
2016
Q1 		$8M Buy
196,772
+3,404
+2% +$130K 3.98% 8
2015
Q4 		$7.78M Sell
193,368
-6,872
-3% -$281K 4.06% 7
2015
Q3 		$7.86M Buy
200,240
+2,508
+1% +$105K 4.34% 6
2015
Q2 		$8.38M Buy
197,732
+3,476
+2% +$149K 4.34% 7
2015
Q1 		$8.33M Buy
194,256
+1,544
+0.8% +$63.9K 4.32% 7
2014
Q4 		$7.69M Buy
192,712
+48
+0% +$1.86K 4.19% 7
2014
Q3 		$7.29M Buy
192,664
+744
+0.4% +$28.8K 4.15% 6
2014
Q2 		$7.54M Buy
191,920
+2,320
+1% +$87.7K 4.23% 6
2014
Q1 		$7.25M Buy
189,600
+11,184
+6% +$421K 4.26% 5
2013
Q4 		$6.7M Buy
+178,416
New +$6.44M 4.45% 4

Other funds holding IJK

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

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

Capital Advisors Ltd reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.6% in Q2 2026, selling an estimated $366K and leaving 209,294 shares worth $24.6M. The position accounts for 2.48% of the portfolio, ranked #9.

Capital Advisors Ltd first reported a position in IJK in Q4 2013 and has held it in 51 quarters since. 172 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Capital Advisors Ltd held 209,294 shares of iShares S&P Mid-Cap 400 Growth ETF worth $24.6M as of Q2 2026.
  • Capital Advisors Ltd sold 3,296 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $366K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 2.48% of Capital Advisors Ltd's portfolio in Q2 2026, its #9 holding.
  • Capital Advisors Ltd first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.