Cobblestone Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $686K | Buy |
7,153
+190
| +3% | +$17.9K | 0.03% | 174 |
|
|
2025
Q2 | $633K | Buy |
6,963
+395
| +6% | +$33.8K | 0.03% | 174 |
|
|
2025
Q1 | $547K | Hold |
6,568
| – | – | 0.03% | 182 |
|
|
2024
Q4 | $597K | Hold |
6,568
| – | – | 0.03% | 172 |
|
|
2024
Q3 | $604K | Hold |
6,568
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $579K | Sell |
6,568
-31
| -0.5% | -$2.74K | 0.04% | 161 |
|
|
2024
Q1 | $602K | Buy |
6,599
+31
| +0.5% | +$2.59K | 0.04% | 158 |
|
|
2023
Q4 | $520K | Buy |
6,568
+473
| +8% | +$34.7K | 0.03% | 171 |
|
|
2023
Q3 | $440K | Buy |
6,095
+525
| +9% | +$39.6K | 0.03% | 166 |
|
|
2023
Q2 | $418K | Sell |
5,570
-1,315
| -19% | -$93.9K | 0.03% | 186 |
|
|
2023
Q1 | $492K | Hold |
6,885
| – | – | 0.04% | 170 |
|
|
2022
Q4 | $470K | Hold |
6,885
| – | – | 0.04% | 175 |
|
|
2022
Q3 | $434K | Sell |
6,885
-585
| -8% | -$40.4K | 0.04% | 172 |
|
|
2022
Q2 | $476K | Hold |
7,470
| – | – | 0.04% | 165 |
|
|
2022
Q1 | $577K | Hold |
7,470
| – | – | 0.04% | 161 |
|
|
2021
Q4 | $637K | Buy |
7,470
+130
| +2% | +$10.9K | 0.04% | 154 |
|
|
2021
Q3 | $581K | Hold |
7,340
| – | – | 0.04% | 151 |
|
|
2021
Q2 | $594K | Hold |
7,340
| – | – | 0.04% | 154 |
|
|
2021
Q1 | $575K | Sell |
7,340
-1,020
| -12% | -$78.6K | 0.04% | 153 |
|
|
2020
Q4 | $604K | Hold |
8,360
| – | – | 0.05% | 145 |
|
|
2020
Q3 | $500K | Hold |
8,360
| – | – | 0.04% | 153 |
|
|
2020
Q2 | $468K | Sell |
8,360
-200
| -2% | -$10.4K | 0.04% | 152 |
|
|
2020
Q1 | $382K | Buy |
8,560
+1,380
| +19% | +$75.9K | 0.04% | 176 |
|
|
2019
Q4 | $427K | Hold |
7,180
| – | – | 0.04% | 181 |
|
|
2019
Q3 | $402K | Buy |
7,180
+720
| +11% | +$40.5K | 0.04% | 173 |
|
|
2019
Q2 | $365K | Hold |
6,460
| – | – | 0.03% | 185 |
|
|
2019
Q1 | $354K | Hold |
6,460
| – | – | 0.03% | 182 |
|
|
2018
Q4 | $309K | Hold |
6,460
| – | – | 0.03% | 188 |
|
|
2018
Q3 | $376K | Buy |
6,460
+920
| +17% | +$53.4K | 0.04% | 178 |
|
|
2018
Q2 | $311K | Hold |
5,540
| – | – | 0.03% | 194 |
|
|
2018
Q1 | $302K | Sell |
5,540
-400
| -7% | -$22.1K | 0.03% | 193 |
|
|
2017
Q4 | $321K | Sell |
5,940
-500
| -8% | -$26.4K | 0.03% | 186 |
|
|
2017
Q3 | $326K | Sell |
6,440
-860
| -12% | -$42.4K | 0.04% | 157 |
|
|
2017
Q2 | $359K | Hold |
7,300
| – | – | 0.05% | 148 |
|
|
2017
Q1 | $348K | Hold |
7,300
| – | – | 0.05% | 145 |
|
|
2016
Q4 | $333K | Buy |
7,300
+2,200
| +43% | +$96.9K | 0.05% | 152 |
|
|
2016
Q3 | $223K | Hold |
5,100
| – | – | 0.03% | 174 |
|
|
2016
Q2 | $216K | Hold |
5,100
| – | – | 0.03% | 174 |
|
|
2016
Q1 | $207K | Buy |
+5,100
| New | +$195K | 0.03% | 172 |
|
Other funds holding IJK
Cobblestone Capital Advisors's IJK Position: Q3 2025 in Review
Cobblestone Capital Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.7% in Q3 2025, buying an estimated $17.9K and bringing the position to 7,153 shares worth $686K. The position accounts for 0.03% of the portfolio, ranked #174.
Cobblestone Capital Advisors first reported a position in IJK in Q1 2016 and has held it in 39 quarters since. 881 funds tracked by Wall St. Rank hold IJK as of Q3 2025.
- Cobblestone Capital Advisors held 7,153 shares of iShares S&P Mid-Cap 400 Growth ETF worth $686K as of Q3 2025.
- Cobblestone Capital Advisors bought 190 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2025, an estimated $17.9K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #174 holding.
- Cobblestone Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2016 and has held it in 39 quarters since.
- 881 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2025.
Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.