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

Crescent Grove 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 		$852K Sell
7,255
-611
-8% -$67.9K 0.07% 149
2026
Q1 		$791K Hold
7,866
– – 0.08% 149
2025
Q4 		$762K Sell
7,866
-50
-0.6% -$4.82K 0.07% 149
2025
Q3 		$759K Hold
7,916
– – 0.07% 142
2025
Q2 		$720K Sell
7,916
-338
-4% -$28.9K 0.07% 139
2025
Q1 		$687K Sell
8,254
-55
-0.7% -$4.95K 0.07% 136
2024
Q4 		$756K Hold
8,309
– – 0.07% 128
2024
Q3 		$764K Hold
8,309
– – 0.08% 133
2024
Q2 		$732K Hold
8,309
– – 0.08% 132
2024
Q1 		$758K Hold
8,309
– – 0.08% 138
2023
Q4 		$658K Hold
8,309
– – 0.07% 145
2023
Q3 		$602K Hold
8,309
– – 0.08% 151
2023
Q2 		$623K Sell
8,309
-1,701
-17% -$121K 0.07% 149
2023
Q1 		$716K Hold
10,010
– – 0.08% 136
2022
Q4 		$684K Sell
10,010
-208
-2% -$14.3K 0.07% 147
2022
Q3 		$644K Hold
10,218
– – 0.07% 133
2022
Q2 		$651K Hold
10,218
– – 0.07% 141
2022
Q1 		$790K Sell
10,218
-807
-7% -$62.4K 0.08% 135
2021
Q4 		$940K Hold
11,025
– – 0.09% 123
2021
Q3 		$873K Sell
11,025
-65
-0.6% -$5.28K 0.09% 113
2021
Q2 		$898K Hold
11,090
– – 0.09% 111
2021
Q1 		$869K Buy
11,090
+2,591
+30% +$200K 0.1% 103
2020
Q4 		$614K Sell
8,499
-1,037
-11% -$69.2K 0.08% 99
2020
Q3 		$570K Sell
9,536
-408
-4% -$24.3K 0.11% 91
2020
Q2 		$557K Sell
9,944
-64
-0.6% -$3.32K 0.12% 80
2020
Q1 		$447K Sell
10,008
-32,900
-77% -$1.81M 0.1% 82
2019
Q4 		$2.55M Buy
42,908
+32,064
+296% +$1.84M 0.44% 40
2019
Q3 		$607K Buy
10,844
+1,724
+19% +$96.9K 0.12% 79
2019
Q2 		$516K Buy
9,120
+1,232
+16% +$68.3K 0.1% 85
2019
Q1 		$432K Sell
7,888
-8,384
-52% -$443K 0.09% 97
2018
Q4 		$778K Buy
+16,272
New +$852K 0.17% 75

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Crescent Grove Advisors's IJK Position: Q2 2026 in Review

Crescent Grove Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.8% in Q2 2026, selling an estimated $67.9K and leaving 7,255 shares worth $852K. The position accounts for 0.07% of the portfolio, ranked #149.

Crescent Grove Advisors first reported a position in IJK in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.55M in Q4 2019. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Crescent Grove Advisors held 7,255 shares of iShares S&P Mid-Cap 400 Growth ETF worth $852K as of Q2 2026.
  • Crescent Grove Advisors sold 611 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $67.9K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Crescent Grove Advisors's portfolio in Q2 2026, its #149 holding.
  • Crescent Grove Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Crescent Grove Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.55M in Q4 2019.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.