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

GHP 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 		$16.4M Sell
139,799
-237
-0.2% -$26.3K 0.6% 52
2026
Q1 		$14.1M Sell
140,036
-641
-0.5% -$65.8K 0.58% 55
2025
Q4 		$13.6M Sell
140,677
-1,352
-1% -$130K 0.56% 55
2025
Q3 		$13.6M Sell
142,029
-904
-0.6% -$85.2K 0.57% 54
2025
Q2 		$13M Sell
142,933
-1,023
-0.7% -$87.6K 0.58% 57
2025
Q1 		$12M Sell
143,956
-2,713
-2% -$244K 0.58% 53
2024
Q4 		$13.3M Sell
146,669
-646
-0.4% -$60.8K 0.62% 48
2024
Q3 		$13.5M Sell
147,315
-129
-0.1% -$11.5K 0.62% 47
2024
Q2 		$13M Sell
147,444
-655
-0.4% -$57.9K 0.65% 41
2024
Q1 		$13.5M Sell
148,099
-1,194
-0.8% -$99.6K 0.67% 37
2023
Q4 		$11.8M Sell
149,293
-2,255
-1% -$165K 0.64% 42
2023
Q3 		$10.8M Sell
151,548
-139
-0.1% -$10.5K 0.65% 41
2023
Q2 		$11.6M Sell
151,687
-2,911
-2% -$208K 0.68% 39
2023
Q1 		$11.1M Sell
154,598
-1,093
-0.7% -$78.1K 0.7% 34
2022
Q4 		$10.6M Buy
155,691
+3,613
+2% +$248K 0.72% 31
2022
Q3 		$9.58M Buy
152,078
+1,601
+1% +$111K 0.74% 25
2022
Q2 		$9.59M Buy
150,477
+1,757
+1% +$123K 0.71% 32
2022
Q1 		$11.5M Buy
148,720
+4,097
+3% +$317K 0.76% 26
2021
Q4 		$12.3M Buy
144,623
+1,438
+1% +$121K 0.88% 23
2021
Q3 		$11.3M Buy
143,185
+1,920
+1% +$156K 0.9% 23
2021
Q2 		$11.4M Sell
141,265
-4
-0% -$321 0.92% 22
2021
Q1 		$11.1M Sell
141,269
-4,174
-3% -$322K 0.96% 22
2020
Q4 		$10.5M Sell
145,443
-1,717
-1% -$114K 1% 21
2020
Q3 		$8.8M Buy
147,160
+4,004
+3% +$238K 0.99% 22
2020
Q2 		$8.02M Buy
143,156
+2,260
+2% +$117K 1% 20
2020
Q1 		$6.29M Sell
140,896
-3,644
-3% -$200K 0.95% 24
2019
Q4 		$8.6M Buy
144,540
+224
+0.2% +$12.8K 0.92% 26
2019
Q3 		$8.08M Sell
144,316
-8,060
-5% -$453K 1% 23
2019
Q2 		$8.62M Sell
152,376
-2,116
-1% -$117K 1.05% 19
2019
Q1 		$8.46M Sell
154,492
-5,040
-3% -$266K 1.09% 17
2018
Q4 		$7.63M Sell
159,532
-636
-0.4% -$33.3K 1.15% 17
2018
Q3 		$9.33M Sell
160,168
-3,852
-2% -$224K 1.25% 16
2018
Q2 		$9.22M Sell
164,020
-1,244
-0.8% -$69.5K 1.3% 14
2018
Q1 		$9.02M Sell
165,264
-1,932
-1% -$107K 1.28% 14
2017
Q4 		$9.02M Sell
167,196
-4,268
-2% -$225K 1.28% 13
2017
Q3 		$8.67M Sell
171,464
-84,440
-33% -$4.16M 1.32% 13
2017
Q2 		$12.6M Sell
255,904
-1,848
-0.7% -$89.9K 1.99% 8
2017
Q1 		$12.3M Sell
257,752
-4,424
-2% -$209K 2.11% 7
2016
Q4 		$11.9M Sell
262,176
-3,160
-1% -$139K 2.23% 7
2016
Q3 		$11.6M Sell
265,336
-4,648
-2% -$204K 2.37% 6
2016
Q2 		$11.4M Sell
269,984
-5,268
-2% -$218K 2.46% 6
2016
Q1 		$11.2M Sell
275,252
-1,968
-0.7% -$75.1K 2.53% 6
2015
Q4 		$11.2M Buy
277,220
+4,760
+2% +$195K 2.69% 6
2015
Q3 		$10.7M Buy
272,460
+2,924
+1% +$122K 2.76% 5
2015
Q2 		$11.4M Sell
269,536
-5,588
-2% -$239K 2.82% 5
2015
Q1 		$11.8M Sell
275,124
-2,048
-0.7% -$84.8K 3.09% 5
2014
Q4 		$11.1M Buy
277,172
+7,972
+3% +$309K 3.05% 6
2014
Q3 		$10.2M Buy
269,200
+7,308
+3% +$283K 3% 6
2014
Q2 		$10.3M Buy
261,892
+5,048
+2% +$191K 3.03% 7
2014
Q1 		$9.82M Sell
256,844
-416
-0.2% -$15.7K 3.13% 7
2013
Q4 		$9.66M Buy
257,260
+4,996
+2% +$180K 3.18% 7
2013
Q3 		$8.77M Buy
252,264
+8,512
+3% +$290K 3.19% 7
2013
Q2 		$7.85M Buy
+243,752
New +$7.91M 3.13% 7

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

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

GHP Investment Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.17% in Q2 2026, selling an estimated $26.3K and leaving 139,799 shares worth $16.4M. The position accounts for 0.6% of the portfolio, ranked #52.

GHP Investment Advisors first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • GHP Investment Advisors held 139,799 shares of iShares S&P Mid-Cap 400 Growth ETF worth $16.4M as of Q2 2026.
  • GHP Investment Advisors sold 237 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $26.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.6% of GHP Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • GHP Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.