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

Colonial Trust 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	$58.2K	Hold	495	–	–	﹤0.01%	353
2026 Q1	$49.8K	Hold	495	–	–	﹤0.01%	350
2025 Q4	$48K	Hold	495	–	–	﹤0.01%	347
2025 Q3	$47.5K	Hold	495	–	–	﹤0.01%	342
2025 Q2	$45K	Hold	495	–	–	﹤0.01%	351
2025 Q1	$41.2K	Hold	495	–	–	﹤0.01%	360
2024 Q4	$45K	Hold	495	–	–	﹤0.01%	322
2024 Q3	$45.5K	Hold	495	–	–	﹤0.01%	348
2024 Q2	$43.6K	Hold	495	–	–	﹤0.01%	343
2024 Q1	$45.2K	Hold	495	–	–	﹤0.01%	339
2023 Q4	$39.2K	Hold	495	–	–	﹤0.01%	342
2023 Q3	$35.8K	Hold	495	–	–	﹤0.01%	367
2023 Q2	$37.1K	Hold	495	–	–	﹤0.01%	367
2023 Q1	$35.4K	Hold	495	–	–	﹤0.01%	373
2022 Q4	$33.8K	Buy	+495	New	+$34K	﹤0.01%	375

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

Colonial Trust Advisors's IJK Position: Q2 2026 in Review

Colonial Trust Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 495 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Colonial Trust Advisors first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Colonial Trust Advisors held 495 shares of iShares S&P Mid-Cap 400 Growth ETF worth $58.2K as of Q2 2026.
Colonial Trust Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #353 holding.
Colonial Trust Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.