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

Insight 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 		$362K Hold
3,600
– – 0.07% 166
2025
Q4 		$349K Sell
3,600
-120
-3% -$11.6K 0.05% 194
2025
Q3 		$357K Hold
3,720
– – 0.05% 190
2025
Q2 		$338K Sell
3,720
-333
-8% -$28.5K 0.05% 196
2025
Q1 		$337K Buy
4,053
+3
+0.1% +$270 0.06% 195
2024
Q4 		$369K Sell
4,050
-1,093
-21% -$103K 0.06% 196
2024
Q3 		$473K Sell
5,143
-133
-3% -$11.9K 0.08% 169
2024
Q2 		$465K Buy
5,276
+5
+0.1% +$442 0.08% 165
2024
Q1 		$481K Sell
5,271
-47
-0.9% -$3.92K 0.09% 166
2023
Q4 		$421K Sell
5,318
-5
-0.1% -$367 0.09% 166
2023
Q3 		$385K Buy
5,323
+63
+1% +$4.75K 0.09% 172
2023
Q2 		$395K Buy
5,260
+5
+0.1% +$357 0.09% 174
2023
Q1 		$376K Sell
5,255
-1,611
-23% -$115K 0.09% 194
2022
Q4 		$465K Sell
6,866
-61
-0.9% -$4.19K 0.16% 167
2022
Q3 		$437K Buy
6,927
+11
+0.2% +$759 0.17% 157
2022
Q2 		$494K Sell
6,916
-625
-8% -$43.9K 0.17% 153
2022
Q1 		$583K Sell
7,541
-220
-3% -$17K 0.17% 148
2021
Q4 		$662K Hold
7,761
– – 0.2% 125
2021
Q3 		$678K Buy
7,761
+70
+0.9% +$5.68K 0.2% 129
2021
Q2 		$626K Buy
7,691
+65
+0.9% +$5.22K 0.2% 136
2021
Q1 		$621K Sell
7,626
-592
-7% -$45.6K 0.2% 134
2020
Q4 		$594K Buy
+8,218
New +$548K 0.22% 114

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

Insight Advisors's IJK Position: Q1 2026 in Review

Insight Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 3,600 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #166.

Insight Advisors first reported a position in IJK in Q4 2020 and has held it in 22 quarters since. The position peaked at $678K in Q3 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Insight Advisors held 3,600 shares of iShares S&P Mid-Cap 400 Growth ETF worth $362K as of Q1 2026.
  • Insight Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Insight Advisors's portfolio in Q1 2026, its #166 holding.
  • Insight Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $678K in Q3 2021.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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