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

Clearwater Capital 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 Q1	$294K	Sell	2,918 -118	-4%	-$12.1K	0.02%	145
2025 Q4	$294K	Hold	3,036	–	–	0.02%	142
2025 Q3	$291K	Hold	3,036	–	–	0.02%	146
2025 Q2	$276K	Hold	3,036	–	–	0.03%	141
2025 Q1	$253K	Hold	3,036	–	–	0.02%	153
2024 Q4	$276K	Sell	3,036 -120	-4%	-$11.3K	0.03%	144
2024 Q3	$290K	Hold	3,156	–	–	0.03%	141
2024 Q2	$278K	Sell	3,156 -55	-2%	-$4.86K	0.03%	130
2024 Q1	$293K	Hold	3,211	–	–	0.03%	130
2023 Q4	$254K	Hold	3,211	–	–	0.03%	133
2023 Q3	$232K	Hold	3,211	–	–	0.03%	126
2023 Q2	$241K	Sell	3,211 -26	-0.8%	-$1.86K	0.03%	131
2023 Q1	$231K	Sell	3,237 -589	-15%	-$42.1K	0.03%	135
2022 Q4	$261K	Hold	3,826	–	–	0.03%	132
2022 Q3	$241K	Hold	3,826	–	–	0.03%	135
2022 Q2	$244K	Hold	3,826	–	–	0.03%	128
2022 Q1	$296K	Hold	3,826	–	–	0.03%	134
2021 Q4	$326K	Hold	3,826	–	–	0.04%	133
2021 Q3	$303K	Buy	3,826 +295	+8%	+$23.9K	0.04%	134
2021 Q2	$286K	Hold	3,531	–	–	0.03%	142
2021 Q1	$277K	Sell	3,531 -687	-16%	-$52.9K	0.03%	135
2020 Q4	$305K	Sell	4,218 -390	-8%	-$26K	0.04%	119
2020 Q3	$276K	Sell	4,608 -256	-5%	-$15.2K	0.04%	120
2020 Q2	$272K	Sell	4,864 -668	-12%	-$34.7K	0.05%	118
2020 Q1	$247K	Sell	5,532 -248	-4%	-$13.6K	0.05%	136
2019 Q4	$344K	Sell	5,780 -1,128	-16%	-$64.7K	0.06%	149
2019 Q3	$387K	Sell	6,908 -672	-9%	-$37.8K	0.07%	151
2019 Q2	$429K	Sell	7,580 -3,628	-32%	-$201K	0.08%	150
2019 Q1	$614K	Sell	11,208 -1,284	-10%	-$67.8K	0.12%	133
2018 Q4	$597K	Sell	12,492 -1,324	-10%	-$69.3K	0.13%	132
2018 Q3	$805K	Sell	13,816 -412	-3%	-$23.9K	0.16%	116
2018 Q2	$800K	Sell	14,228 -180	-1%	-$10.1K	0.16%	109
2018 Q1	$786K	Buy	14,408 +8	+0.1%	+$442	0.16%	109
2017 Q4	$777K	Sell	14,400 -376	-3%	-$19.8K	0.17%	105
2017 Q3	$758K	Sell	14,776 -492	-3%	-$24.3K	0.18%	106
2017 Q2	$751K	Sell	15,268 -208	-1%	-$10.1K	0.19%	99
2017 Q1	$729K	Buy	15,476 +680	+5%	+$32.1K	0.2%	96
2016 Q4	$676K	Sell	14,796 -1,176	-7%	-$51.8K	0.23%	86
2016 Q3	$690K	Sell	15,972 -676	-4%	-$29.7K	0.24%	83
2016 Q2	$703K	Buy	+16,648	New	+$690K	0.26%	82

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearwater Capital Advisors's IJK Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.9% in Q1 2026, selling an estimated $12.1K and leaving 2,918 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #145.

Clearwater Capital Advisors first reported a position in IJK in Q2 2016 and has held it in 40 quarters since. The position peaked at $805K in Q3 2018. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Clearwater Capital Advisors held 2,918 shares of iShares S&P Mid-Cap 400 Growth ETF worth $294K as of Q1 2026.
Clearwater Capital Advisors sold 118 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $12.1K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Clearwater Capital Advisors's portfolio in Q1 2026, its #145 holding.
Clearwater Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2016 and has held it in 40 quarters since.
Clearwater Capital Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $805K in Q3 2018.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.