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

Guidance Point 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
Q1 		$5.99M Sell
59,470
-146
-0.2% -$15K 1.42% 18
2025
Q4 		$5.78M Sell
59,616
-79
-0.1% -$7.61K 1.34% 17
2025
Q3 		$5.73M Sell
59,695
-2,760
-4% -$260K 1.38% 16
2025
Q2 		$5.68M Buy
62,455
+102
+0.2% +$8.73K 1.46% 15
2025
Q1 		$5.19M Buy
62,353
+172
+0.3% +$15.5K 1.48% 15
2024
Q4 		$5.65M Buy
62,181
+257
+0.4% +$24.2K 1.59% 15
2024
Q3 		$5.69M Sell
61,924
-177
-0.3% -$15.8K 1.66% 15
2024
Q2 		$5.47M Buy
62,101
+89
+0.1% +$7.87K 1.71% 15
2024
Q1 		$5.66M Buy
62,012
+81
+0.1% +$6.76K 1.85% 14
2023
Q4 		$4.91M Buy
61,931
+198
+0.3% +$14.5K 1.81% 13
2023
Q3 		$4.46M Hold
61,733
– – 1.82% 9
2023
Q2 		$4.63M Buy
61,733
+110
+0.2% +$7.85K 1.78% 9
2023
Q1 		$4.41M Buy
61,623
+138
+0.2% +$9.86K 1.78% 9
2022
Q4 		$4.2M Sell
61,485
-1,307
-2% -$89.8K 1.78% 9
2022
Q3 		$3.96M Buy
62,792
+186
+0.3% +$12.8K 1.81% 11
2022
Q2 		$3.99M Buy
62,606
+1,551
+3% +$109K 1.72% 13
2022
Q1 		$4.72M Buy
61,055
+853
+1% +$65.9K 1.79% 11
2021
Q4 		$5.13M Sell
60,202
-1,037
-2% -$87K 1.86% 10
2021
Q3 		$4.85M Buy
61,239
+92
+0.2% +$7.47K 1.77% 10
2021
Q2 		$4.95M Buy
61,147
+305
+0.5% +$24.5K 1.92% 10
2021
Q1 		$4.77M Buy
60,842
+600
+1% +$46.2K 1.98% 10
2020
Q4 		$4.35M Buy
60,242
+98
+0.2% +$6.54K 2% 10
2020
Q3 		$3.6M Sell
60,144
-32
-0.1% -$1.9K 1.98% 10
2020
Q2 		$3.37M Sell
60,176
-3,908
-6% -$203K 1.87% 13
2020
Q1 		$2.86M Sell
64,084
-220
-0.3% -$12.1K 1.86% 15
2019
Q4 		$3.83M Buy
64,304
+156
+0.2% +$8.94K 1.87% 14
2019
Q3 		$3.59M Buy
64,148
+148
+0.2% +$8.32K 1.97% 14
2019
Q2 		$3.62M Sell
64,000
-216
-0.3% -$12K 2.05% 13
2019
Q1 		$3.52M Buy
64,216
+236
+0.4% +$12.5K 2.08% 13
2018
Q4 		$3.06M Buy
+63,980
New +$3.35M 1.99% 13

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guidance Point Advisors's IJK Position: Q1 2026 in Review

Guidance Point Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.24% in Q1 2026, selling an estimated $15K and leaving 59,470 shares worth $5.99M. The position accounts for 1.42% of the portfolio, ranked #18.

Guidance Point Advisors first reported a position in IJK in Q4 2018 and has held it in 30 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Guidance Point Advisors held 59,470 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.99M as of Q1 2026.
  • Guidance Point Advisors sold 146 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $15K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.42% of Guidance Point Advisors's portfolio in Q1 2026, its #18 holding.
  • Guidance Point Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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