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

Crewe 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	$524K	Hold	4,458	–	–	0.04%	136
2026 Q1	$449K	Hold	4,458	–	–	0.04%	137
2025 Q4	$432K	Hold	4,458	–	–	0.04%	139
2025 Q3	$427K	Sell	4,458 -5,450	-55%	-$513K	0.04%	136
2025 Q2	$901K	Sell	9,908 -151	-2%	-$12.9K	0.13%	63
2025 Q1	$838K	Buy	10,059 +114	+1%	+$10.3K	0.12%	60
2024 Q4	$904K	Sell	9,945 -41	-0.4%	-$3.86K	0.12%	56
2024 Q3	$918K	Buy	9,986 +22	+0.2%	+$1.97K	0.11%	58
2024 Q2	$878K	Buy	9,964 +9,106	+1,061%	+$805K	0.1%	75
2024 Q1	$78.3K	Hold	858	–	–	0.01%	309
2023 Q4	$68K	Hold	858	–	–	0.01%	115
2023 Q3	$62K	Hold	858	–	–	0.01%	124
2023 Q2	$64.3K	Hold	858	–	–	0.01%	249
2023 Q1	$61.4K	Hold	858	–	–	0.01%	289
2022 Q4	$58.6K	Hold	858	–	–	0.01%	292
2022 Q3	$54K	Hold	858	–	–	0.01%	309
2022 Q2	$55K	Hold	858	–	–	0.01%	284
2022 Q1	$66K	Buy	858 +80	+10%	+$6.18K	0.01%	208
2021 Q4	$66K	Buy	+778	New	+$65.2K	0.01%	170
2018 Q3	–	Sell	-304	Closed	-$17K	–	248
2018 Q2	$17K	Buy	+304	New	+$17K	0.02%	188

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

Crewe Advisors's IJK Position: Q2 2026 in Review

Crewe Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 4,458 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #136.

Crewe Advisors first reported a position in IJK in Q2 2018 and has held it in 20 quarters since. The position peaked at $918K in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Crewe Advisors held 4,458 shares of iShares S&P Mid-Cap 400 Growth ETF worth $524K as of Q2 2026.
Crewe Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #136 holding.
Crewe Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2018 and has held it in 20 quarters since.
Crewe Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $918K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.