CoreCap Advisors
IJK icon

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

CoreCap 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
Q3 		$452K Sell
4,121
-448
-10% -$50.8K 0.01% 564
2026
Q2 		$537K Sell
4,569
-141,411
-97% -$15.7M 0.02% 523
2026
Q1 		$14.7M Buy
145,980
+141,669
+3,286% +$14.6M 0.5% 34
2025
Q4 		$418K Buy
4,311
+169
+4% +$16.3K 0.01% 557
2025
Q3 		$397K Sell
4,142
-264
-6% -$24.9K 0.01% 579
2025
Q2 		$401K Sell
4,406
-34
-0.8% -$2.91K 0.02% 550
2025
Q1 		$370K Sell
4,440
-287
-6% -$25.9K 0.02% 533
2024
Q4 		$430K Sell
4,727
-48,856
-91% -$4.6M 0.02% 508
2024
Q3 		$4.93M Buy
+53,583
New +$4.79M 0.23% 81
2024
Q2 		– Sell
-4,311
Closed -$393K – 2072
2024
Q1 		$393K Sell
4,311
-9,880
-70% -$824K 0.02% 442
2023
Q4 		$1.12M Buy
14,191
+10,452
+280% +$767K 0.07% 238
2023
Q3 		$270K Sell
3,739
-3,733
-50% -$281K 0.02% 441
2023
Q2 		$560K Buy
+7,472
New +$533K 0.04% 322
2022
Q4 		$203K Buy
+2,975
New +$204K 0.01% 531
2022
Q3 		– Sell
-2,970
Closed -$189K – 1260
2022
Q2 		$189K Sell
2,970
-35
-1% -$2.46K 0.01% 530
2022
Q1 		$232K Sell
3,005
-135
-4% -$10.4K 0.02% 467
2021
Q4 		$268K Buy
+3,140
New +$263K 0.02% 469

Other funds holding IJK

Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $405M AUM 15.3% 1-Year Est. Return
1834 Investment Advisors
1834 Investment Advisors Milwaukee, Wisconsin $886M AUM 18.48% 1-Year Est. Return
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
PW Nova Financial Services
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
White Pine Investment Company
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return

CoreCap Advisors's IJK Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 9.8% in Q3 2026, selling an estimated $50.8K and leaving 4,121 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #564.

CoreCap Advisors first reported a position in IJK in Q4 2021 and has held it in 17 quarters since. The position peaked at $14.7M in Q1 2026. 229 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • CoreCap Advisors held 4,121 shares of iShares S&P Mid-Cap 400 Growth ETF worth $452K as of Q3 2026.
  • CoreCap Advisors sold 448 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $50.8K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #564 holding.
  • CoreCap Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14.7M in Q1 2026.
  • 229 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.