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 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 $1.66T 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

Concurrent Investment Advisors's IJK Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.3% in Q1 2026, buying an estimated $60.7K and bringing the position to 26,452 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #526.

Concurrent Investment Advisors first reported a position in IJK in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.8M in Q3 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Concurrent Investment Advisors held 26,452 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.66M as of Q1 2026.
Concurrent Investment Advisors bought 591 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $60.7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #526 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 10 quarters since.
Concurrent Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14.8M in Q3 2024.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.