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

Clearstead Advisors’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	$3.92M	Sell	33,388 -2,718	-8%	-$302K	0.04%	274
2026 Q1	$3.63M	Sell	36,106 -287	-0.8%	-$29.5K	0.03%	274
2025 Q4	$3.53M	Buy	36,393 +512	+1%	+$49.3K	0.04%	246
2025 Q3	$3.44M	Sell	35,881 -947	-3%	-$89.2K	0.05%	243
2025 Q2	$3.35M	Sell	36,828 -2,180	-6%	-$187K	0.05%	246
2025 Q1	$3.25M	Buy	39,008 +2,317	+6%	+$209K	0.05%	232
2024 Q4	$3.34M	Buy	36,691 +32	+0.1%	+$3.01K	0.05%	228
2024 Q3	$3.37M	Sell	36,659 -1,507	-4%	-$135K	0.05%	230
2024 Q2	$3.36M	Buy	38,166 +8,824	+30%	+$780K	0.06%	211
2024 Q1	$2.63M	Sell	29,342 -734	-2%	-$61.2K	0.13%	133
2023 Q4	$2.38M	Buy	30,076 +5,458	+22%	+$400K	0.13%	136
2023 Q3	$1.78M	Buy	24,618 +2,250	+10%	+$170K	0.11%	147
2023 Q2	$1.68M	Buy	22,368 +777	+4%	+$55.5K	0.1%	153
2023 Q1	$1.54M	Sell	21,591 -2,107	-9%	-$150K	0.11%	144
2022 Q4	$1.62M	Sell	23,698 -236	-1%	-$16.2K	0.13%	134
2022 Q3	$1.51M	Sell	23,934 -15	-0.1%	-$1.04K	0.14%	132
2022 Q2	$1.53M	Sell	23,949 -888	-4%	-$62.4K	0.12%	141
2022 Q1	$1.92M	Sell	24,837 -361	-1%	-$27.9K	0.13%	134
2021 Q4	$2.15M	Sell	25,198 -603	-2%	-$50.6K	0.15%	117
2021 Q3	$2.04M	Buy	25,801 +6,695	+35%	+$543K	0.15%	114
2021 Q2	$1.55M	Buy	19,106 +6	+0%	+$482	0.12%	132
2021 Q1	$1.5M	Buy	19,100 +1,302	+7%	+$100K	0.12%	129
2020 Q4	$1.28M	Sell	17,798 -214	-1%	-$14.3K	0.12%	133
2020 Q3	$1.08M	Buy	18,012 +356	+2%	+$21.2K	0.12%	130
2020 Q2	$989K	Sell	17,656 -464	-3%	-$24.1K	0.11%	135
2020 Q1	$808K	Sell	18,120 -796	-4%	-$43.8K	0.12%	128
2019 Q4	$1.13M	Buy	18,916 +16	+0.1%	+$917	0.14%	119
2019 Q3	$1.06M	Sell	18,900 -3,000	-14%	-$169K	0.14%	115
2019 Q2	$1.24M	Buy	21,900 +2,012	+10%	+$112K	0.17%	106
2019 Q1	$1.09M	Sell	19,888 -548	-3%	-$28.9K	0.15%	111
2018 Q4	$977K	Sell	20,436 -588	-3%	-$30.8K	0.15%	112
2018 Q3	$1.22M	Buy	21,024 +12	+0.1%	+$697	0.17%	100
2018 Q2	$1.18M	Hold	21,012	–	–	0.17%	92
2018 Q1	$1.15M	Sell	21,012 -16,512	-44%	-$913K	0.17%	96
2017 Q4	$2.02M	Buy	37,524 +1,228	+3%	+$64.8K	0.27%	66
2017 Q3	$1.84M	Sell	36,296 -1,792	-5%	-$88.3K	0.24%	77
2017 Q2	$1.87M	Sell	38,088 -440	-1%	-$21.4K	0.27%	69
2017 Q1	$1.84M	Buy	38,528 +44	+0.1%	+$2.08K	0.27%	67
2016 Q4	$1.75M	Buy	+38,484	New	+$1.69M	0.28%	62

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

Clearstead Advisors's IJK Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.5% in Q2 2026, selling an estimated $302K and leaving 33,388 shares worth $3.92M. The position accounts for 0.04% of the portfolio, ranked #274.

Clearstead Advisors first reported a position in IJK in Q4 2016 and has held it in 39 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Clearstead Advisors held 33,388 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.92M as of Q2 2026.
Clearstead Advisors sold 2,718 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $302K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #274 holding.
Clearstead Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 39 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.