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

Capital Investment Advisory Services’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	$382K	Buy	3,251 +2,480	+322%	+$275K	0.02%	506
2026 Q1	$77.6K	Hold	771	–	–	0.01%	772
2025 Q4	$74.7K	Hold	771	–	–	0.01%	751
2025 Q3	$73.9K	Hold	771	–	–	0.01%	717
2025 Q2	$70.1K	Hold	771	–	–	0.01%	700
2025 Q1	$64.2K	Hold	771	–	–	0.01%	673
2024 Q4	$70.1K	Buy	771 +51	+7%	+$4.8K	0.01%	613
2024 Q3	$66.2K	Hold	720	–	–	0.01%	641
2024 Q2	$63.4K	Hold	720	–	–	0.01%	630
2024 Q1	$65.7K	Sell	720 -35	-5%	-$2.92K	0.01%	625
2023 Q4	$59.8K	Buy	755 +35	+5%	+$2.57K	0.01%	646
2023 Q3	$52K	Hold	720	–	–	0.01%	627
2023 Q2	$54K	Hold	720	–	–	0.01%	595
2023 Q1	$51.5K	Hold	720	–	–	0.01%	597
2022 Q4	$49.2K	Hold	720	–	–	0.01%	616
2022 Q3	$45K	Hold	720	–	–	0.01%	582
2022 Q2	$46K	Hold	720	–	–	0.01%	600
2022 Q1	$56K	Sell	720 -100	-12%	-$7.73K	0.01%	615
2021 Q4	$70K	Hold	820	–	–	0.01%	571
2021 Q3	$65K	Sell	820 -200	-20%	-$16.2K	0.01%	546
2021 Q2	$83K	Buy	1,020 +200	+24%	+$16.1K	0.01%	542
2021 Q1	$64K	Hold	820	–	–	0.01%	518
2020 Q4	$59K	Hold	820	–	–	0.01%	504
2020 Q3	$49K	Sell	820 -912	-53%	-$54.3K	0.01%	452
2020 Q2	$97K	Hold	1,732	–	–	0.02%	364
2020 Q1	$77K	Hold	1,732	–	–	0.02%	353
2019 Q4	$103K	Hold	1,732	–	–	0.03%	339
2019 Q3	$97K	Buy	1,732 +300	+21%	+$16.9K	0.03%	394
2019 Q2	$81K	Hold	1,432	–	–	0.02%	434
2019 Q1	$78K	Hold	1,432	–	–	0.03%	396
2018 Q4	$68K	Buy	+1,432	New	+$75K	0.03%	390

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

Capital Investment Advisory Services's IJK Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 322% in Q2 2026, buying an estimated $275K and bringing the position to 3,251 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #506.

Capital Investment Advisory Services first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Capital Investment Advisory Services held 3,251 shares of iShares S&P Mid-Cap 400 Growth ETF worth $382K as of Q2 2026.
Capital Investment Advisory Services bought 2,480 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $275K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #506 holding.
Capital Investment Advisory Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

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