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

Capital Analysts LLC’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 		$1.28M Buy
10,867
+5
+0% +$555 0.03% 330
2026
Q1 		$1.1M Hold
10,862
– – 0.03% 322
2025
Q4 		$1.05M Hold
10,862
– – 0.03% 313
2025
Q3 		$1.04M Hold
10,862
– – 0.03% 304
2025
Q2 		$988K Buy
10,862
+127
+1% +$10.9K 0.03% 283
2025
Q1 		$894K Hold
10,735
– – 0.03% 275
2024
Q4 		$976K Hold
10,735
– – 0.04% 249
2024
Q3 		$987K Sell
10,735
-220
-2% -$19.7K 0.04% 246
2024
Q2 		$965K Hold
10,955
– – 0.04% 249
2024
Q1 		$1M Hold
10,955
– – 0.05% 243
2023
Q4 		$868K Sell
10,955
-245
-2% -$18K 0.04% 244
2023
Q3 		$809K Hold
11,200
– – 0.05% 244
2023
Q2 		$840K Hold
11,200
– – 0.05% 240
2023
Q1 		$801K Sell
11,200
-848
-7% -$60.6K 0.05% 242
2022
Q4 		$823K Sell
12,048
-777
-6% -$53.4K 0.05% 236
2022
Q3 		$808K Sell
12,825
-139
-1% -$9.6K 0.06% 227
2022
Q2 		$826K Sell
12,964
-206
-2% -$14.5K 0.06% 225
2022
Q1 		$1.02M Sell
13,170
-9,415
-42% -$728K 0.06% 217
2021
Q4 		$1.93M Buy
22,585
+9,495
+73% +$796K 0.12% 162
2021
Q3 		$1.04M Buy
13,090
+33
+0.3% +$2.68K 0.07% 210
2021
Q2 		$1.06M Hold
13,057
– – 0.07% 205
2021
Q1 		$1.02M Sell
13,057
-122
-0.9% -$9.4K 0.07% 198
2020
Q4 		$952K Sell
13,179
-121
-0.9% -$8.07K 0.08% 164
2020
Q3 		$795K Hold
13,300
– – 0.08% 169
2020
Q2 		$745K Sell
13,300
-3,648
-22% -$189K 0.08% 165
2020
Q1 		$756K Sell
16,948
-8,144
-32% -$448K 0.09% 155
2019
Q4 		$1.49M Sell
25,092
-212
-0.8% -$12.2K 0.15% 136
2019
Q3 		$1.42M Sell
25,304
-10,100
-29% -$568K 0.15% 127
2019
Q2 		$2M Buy
35,404
+9,848
+39% +$546K 0.22% 88
2019
Q1 		$1.4M Sell
25,556
-1,268
-5% -$66.9K 0.16% 115
2018
Q4 		$1.28M Sell
26,824
-24
-0.1% -$1.26K 0.17% 104
2018
Q3 		$1.56M Sell
26,848
-60
-0.2% -$3.48K 0.18% 100
2018
Q2 		$1.51M Buy
26,908
+8,524
+46% +$476K 0.18% 95
2018
Q1 		$1M Sell
18,384
-1,080
-6% -$59.7K 0.12% 142
2017
Q4 		$1.05M Buy
19,464
+36
+0.2% +$1.9K 0.13% 136
2017
Q3 		$983K Sell
19,428
-220
-1% -$10.8K 0.13% 128
2017
Q2 		$966K Sell
19,648
-52
-0.3% -$2.53K 0.14% 123
2017
Q1 		$940K Sell
19,700
-269,596
-93% -$12.7M 0.15% 103
2016
Q4 		$13.2M Buy
289,296
+17,636
+6% +$776K 2.31% 11
2016
Q3 		$11.9M Buy
271,660
+21,220
+8% +$931K 2.23% 10
2016
Q2 		$10.6M Buy
250,440
+17,152
+7% +$711K 2.13% 9
2016
Q1 		$9.48M Sell
233,288
-1,664
-0.7% -$63.5K 1.9% 9
2015
Q4 		$9.45M Buy
234,952
+15,956
+7% +$653K 1.92% 9
2015
Q3 		$8.6M Buy
218,996
+13,204
+6% +$551K 1.64% 11
2015
Q2 		$8.72M Buy
205,792
+14,076
+7% +$603K 1.78% 9
2015
Q1 		$8.22M Buy
191,716
+7,800
+4% +$323K 1.71% 10
2014
Q4 		$7.34M Buy
183,916
+9,824
+6% +$381K 1.61% 11
2014
Q3 		$6.59M Buy
174,092
+17,096
+11% +$662K 1.55% 12
2014
Q2 		$6.17M Buy
156,996
+11,972
+8% +$453K 1.5% 12
2014
Q1 		$5.54M Sell
145,024
-6,272
-4% -$236K 1.45% 12
2013
Q4 		$5.68M Buy
151,296
+8,016
+6% +$289K 1.55% 11
2013
Q3 		$4.98M Buy
143,280
+9,492
+7% +$323K 1.49% 11
2013
Q2 		$4.31M Buy
+133,788
New +$4.34M 1.36% 11

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Capital Analysts LLC's IJK Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.05% in Q2 2026, buying an estimated $555 and bringing the position to 10,867 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #330.

Capital Analysts LLC first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. The position peaked at $13.2M in Q4 2016. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Capital Analysts LLC held 10,867 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.28M as of Q2 2026.
  • Capital Analysts LLC bought 5 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $555.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Capital Analysts LLC's portfolio in Q2 2026, its #330 holding.
  • Capital Analysts LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Capital Analysts LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $13.2M in Q4 2016.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.