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

Colorado Capital Management’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	–	Sell	-2,199	Closed	-$213K	–	108
2025 Q4	$213K	Hold	2,199	–	–	0.08%	100
2025 Q3	$211K	Hold	2,199	–	–	0.08%	99
2025 Q2	$200K	Buy	+2,199	New	+$188K	0.09%	99
2025 Q1	–	Sell	-2,199	Closed	-$200K	–	99
2024 Q4	$200K	Hold	2,199	–	–	0.1%	91
2024 Q3	$202K	Hold	2,199	–	–	0.1%	91
2024 Q2	$194K	Sell	2,199 -44	-2%	-$3.89K	0.11%	94
2024 Q1	$205K	Buy	+2,243	New	+$187K	0.12%	89
2022 Q3	–	Sell	-2,384	Closed	-$152K	–	76
2022 Q2	$152K	Hold	2,384	–	–	0.12%	73
2022 Q1	$184K	Hold	2,384	–	–	0.13%	74
2021 Q4	$204K	Buy	+2,384	New	+$200K	0.14%	76
2020 Q3	–	Sell	-3,424	Closed	-$191K	–	72
2020 Q2	$191K	Hold	3,424	–	–	0.17%	70
2020 Q1	$152K	Hold	3,424	–	–	0.14%	72
2019 Q4	$204K	Buy	+3,424	New	+$196K	0.15%	79
2019 Q1	–	Sell	-3,424	Closed	-$163K	–	85
2018 Q4	$163K	Hold	3,424	–	–	0.14%	81
2018 Q3	$199K	Buy	+3,424	New	+$199K	0.14%	86

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

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Colorado Capital Management's IJK Position: Q1 2026 in Review

Colorado Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 2,199 shares — an estimated $213K sold.

Colorado Capital Management first reported a position in IJK in Q3 2018 and held it in 15 quarters. The position peaked at $213K in Q4 2025. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Colorado Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
Colorado Capital Management sold 2,199 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $213K.
Colorado Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and held it in 15 quarters.
Colorado Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $213K in Q4 2025.
937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Colorado Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.