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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$620K Sell
6,162
-447
-7% -$45.9K 0.38% 59
2025
Q4
$640K Sell
6,609
-4
-0.1% -$385 0.38% 56
2025
Q3
$634K Hold
6,613
0.38% 56
2025
Q2
$602K Hold
6,613
0.4% 55
2025
Q1
$551K Sell
6,613
-463
-7% -$41.7K 0.43% 58
2024
Q4
$643K Buy
7,076
+1,431
+25% +$135K 0.47% 55
2024
Q3
$519K Buy
5,645
+891
+19% +$79.7K 0.42% 57
2024
Q2
$419K Buy
4,754
+1,909
+67% +$169K 0.35% 66
2024
Q1
$260K Buy
+2,845
New +$237K 0.24% 87

Other funds holding IJK

Guerra Pan Advisors's IJK Position: Q1 2026 in Review

Guerra Pan Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.8% in Q1 2026, selling an estimated $45.9K and leaving 6,162 shares worth $620K. The position accounts for 0.38% of the portfolio, ranked #59.

Guerra Pan Advisors first reported a position in IJK in Q1 2024 and has held it in 9 quarters since. The position peaked at $643K in Q4 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Guerra Pan Advisors held 6,162 shares of iShares S&P Mid-Cap 400 Growth ETF worth $620K as of Q1 2026.
  • Guerra Pan Advisors sold 447 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $45.9K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.38% of Guerra Pan Advisors's portfolio in Q1 2026, its #59 holding.
  • Guerra Pan Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Guerra Pan Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $643K in Q4 2024.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.