Centerpoint Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.27M | Sell |
62,308
-648
| -1% | -$66.6K | 2.04% | 11 |
|
|
2025
Q4 | $6.1M | Sell |
62,956
-680
| -1% | -$65.5K | 1.88% | 12 |
|
|
2025
Q3 | $6.1M | Sell |
63,636
-309
| -0.5% | -$29.1K | 1.89% | 11 |
|
|
2025
Q2 | $5.82M | Sell |
63,945
-2,515
| -4% | -$215K | 1.97% | 10 |
|
|
2025
Q1 | $5.54M | Sell |
66,460
-3,085
| -4% | -$278K | 2.04% | 10 |
|
|
2024
Q4 | $6.32M | Sell |
69,545
-1,750
| -2% | -$165K | 2.21% | 11 |
|
|
2024
Q3 | $6.55M | Sell |
71,295
-2,872
| -4% | -$257K | 2.28% | 10 |
|
|
2024
Q2 | $6.54M | Sell |
74,167
-1,283
| -2% | -$113K | 2.35% | 10 |
|
|
2024
Q1 | $6.88M | Sell |
75,450
-2,276
| -3% | -$190K | 2.58% | 10 |
|
|
2023
Q4 | $6.16M | Sell |
77,726
-2,555
| -3% | -$187K | 2.42% | 12 |
|
|
2023
Q3 | $5.8M | Sell |
80,281
-1,523
| -2% | -$115K | 2.46% | 11 |
|
|
2023
Q2 | $6.13M | Sell |
81,804
-1,910
| -2% | -$136K | 2.49% | 12 |
|
|
2023
Q1 | $5.99M | Sell |
83,714
-367
| -0.4% | -$26.2K | 2.61% | 12 |
|
|
2022
Q4 | $5.74M | Sell |
84,081
-4,956
| -6% | -$341K | 2.69% | 11 |
|
|
2022
Q3 | $5.61M | Sell |
89,037
-150
| -0.2% | -$10.4K | 2.98% | 11 |
|
|
2022
Q2 | $5.68M | Sell |
89,187
-1,676
| -2% | -$118K | 2.9% | 11 |
|
|
2022
Q1 | $7.02M | Sell |
90,863
-1,998
| -2% | -$154K | 3.21% | 10 |
|
|
2021
Q4 | $7.92M | Sell |
92,861
-894
| -1% | -$75K | 3.48% | 9 |
|
|
2021
Q3 | $7.42M | Sell |
93,755
-1,141
| -1% | -$92.6K | 3.54% | 9 |
|
|
2021
Q2 | $7.68M | Sell |
94,896
-2,828
| -3% | -$227K | 3.62% | 9 |
|
|
2021
Q1 | $7.66M | Sell |
97,724
-1,318
| -1% | -$102K | 4.5% | 8 |
|
|
2020
Q4 | $7.15M | Sell |
99,042
-2,502
| -2% | -$167K | 4.65% | 8 |
|
|
2020
Q3 | $6.07M | Sell |
101,544
-114,120
| -53% | -$6.79M | 4.57% | 7 |
|
|
2020
Q2 | $12.1M | Buy |
215,664
+1,012
| +0.5% | +$52.6K | 9.77% | 3 |
|
|
2020
Q1 | $9.58M | Buy |
214,652
+8,708
| +4% | +$479K | 9.52% | 2 |
|
|
2019
Q4 | $12.3M | Buy |
205,944
+1,076
| +0.5% | +$61.7K | 9.03% | 3 |
|
|
2019
Q3 | $11.5M | Buy |
204,868
+2,728
| +1% | +$153K | 9.12% | 3 |
|
|
2019
Q2 | $11.4M | Sell |
202,140
-31,152
| -13% | -$1.73M | 9.14% | 3 |
|
|
2019
Q1 | $12.8M | Buy |
233,292
+42,392
| +22% | +$2.24M | 10.85% | 3 |
|
|
2018
Q4 | $9.13M | Sell |
190,900
-79,456
| -29% | -$4.16M | 8.66% | 4 |
|
|
2018
Q3 | $15.7M | Buy |
270,356
+113,156
| +72% | +$6.57M | 12.46% | 5 |
|
|
2018
Q2 | $8.83M | Sell |
157,200
-112,824
| -42% | -$6.31M | 7.39% | 6 |
|
|
2018
Q1 | $14.7M | Sell |
270,024
-6,016
| -2% | -$333K | 12.84% | 3 |
|
|
2017
Q4 | $14.9M | Buy |
+276,040
| New | +$14.6M | 13.17% | 3 |
|
Other funds holding IJK
SP
Centerpoint Advisors's IJK Position: Q1 2026 in Review
Centerpoint Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1% in Q1 2026, selling an estimated $66.6K and leaving 62,308 shares worth $6.27M. The position accounts for 2.04% of the portfolio, ranked #11.
Centerpoint Advisors first reported a position in IJK in Q4 2017 and has held it in 34 quarters since. The position peaked at $15.7M in Q3 2018. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.
- Centerpoint Advisors held 62,308 shares of iShares S&P Mid-Cap 400 Growth ETF worth $6.27M as of Q1 2026.
- Centerpoint Advisors sold 648 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $66.6K.
- iShares S&P Mid-Cap 400 Growth ETF made up 2.04% of Centerpoint Advisors's portfolio in Q1 2026, its #11 holding.
- Centerpoint Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 34 quarters since.
- Centerpoint Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $15.7M in Q3 2018.
- 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on Centerpoint Advisors's 13F filing for Q1 2026, filed 7 May 2026.