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

Concurrent Investment 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	$20.1M	Buy	170,893 +144,441	+546%	+$16M	0.17%	123
2026 Q1	$2.66M	Buy	26,452 +591	+2%	+$60.7K	0.03%	526
2025 Q4	$2.51M	Buy	25,861 +10,752	+71%	+$1.04M	0.03%	507
2025 Q3	$1.45M	Sell	15,109 -249	-2%	-$23.5K	0.02%	549
2025 Q2	$1.4M	Buy	15,358 +35	+0.2%	+$3K	0.03%	514
2025 Q1	$1.28M	Sell	15,323 -1,165	-7%	-$105K	0.03%	479
2024 Q4	$1.5M	Sell	16,488 -144,746	-90%	-$13.6M	0.04%	392
2024 Q3	$14.8M	Buy	161,234 +28,884	+22%	+$2.58M	0.44%	48
2024 Q2	$11.7M	Buy	132,350 +115,617	+691%	+$10.2M	0.38%	56
2024 Q1	$1.53M	Sell	16,733 -126,901	-88%	-$10.6M	0.06%	290
2023 Q4	$11.4M	Buy	+143,634	New	+$10.5M	0.54%	44

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

Concurrent Investment Advisors's IJK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 546% in Q2 2026, buying an estimated $16M and bringing the position to 170,893 shares worth $20.1M. The position accounts for 0.17% of the portfolio, ranked #123.

Concurrent Investment Advisors first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Concurrent Investment Advisors held 170,893 shares of iShares S&P Mid-Cap 400 Growth ETF worth $20.1M as of Q2 2026.
Concurrent Investment Advisors bought 144,441 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $16M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Concurrent Investment Advisors's portfolio in Q2 2026, its #123 holding.
Concurrent Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.