HMS Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

HMS Capital Management’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
2019 Q4	–	Sell	-2,400	Closed	-$140K	–	188
2019 Q3	$140K	Buy	+2,400	New	+$135K	0.05%	185
2019 Q1	–	Sell	-2,400	Closed	-$140K	–	192
2018 Q4	$140K	Hold	2,400	–	–	0.07%	159
2018 Q3	$140K	Sell	2,400 -800	-25%	-$46.4K	0.07%	178
2018 Q2	$180K	Sell	3,200 -2,000	-38%	-$112K	0.1%	170
2018 Q1	$284K	Buy	5,200 +3,200	+160%	+$177K	0.19%	132
2017 Q4	$108K	Hold	2,000	–	–	0.08%	136
2017 Q3	$101K	Hold	2,000	–	–	0.09%	128
2017 Q2	$98K	Sell	2,000 -800	-29%	-$38.9K	0.09%	124
2017 Q1	$136K	Hold	2,800	–	–	0.12%	105
2016 Q4	$128K	Buy	+2,800	New	+$123K	0.13%	97

Other funds holding IJK

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

HMS Capital Management's IJK Position: Q2 2026 in Review

HMS Capital Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.6% in Q2 2026, selling an estimated $65.2K and leaving 8,337 shares worth $980K. The position accounts for 0.37% of the portfolio, ranked #58.

HMS Capital Management first reported a position in IJK in Q3 2016 and has held it in 34 quarters since. The position peaked at $3.31M in Q3 2016. 259 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

HMS Capital Management held 8,337 shares of iShares S&P Mid-Cap 400 Growth ETF worth $980K as of Q2 2026.
HMS Capital Management sold 587 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $65.2K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.37% of HMS Capital Management's portfolio in Q2 2026, its #58 holding.
HMS Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2016 and has held it in 34 quarters since.
HMS Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.31M in Q3 2016.
259 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.