Insight Advisors
IJK icon

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
Q3 		$395K Buy
3,605
+2
+0.1% +$227 0.07% 158
2026
Q2 		$423K Buy
3,603
+3
+0.1% +$333 0.07% 160
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Insight Advisors's IJK Position: Q3 2026 in Review

Insight Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.06% in Q3 2026, buying an estimated $227 and bringing the position to 3,605 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #158.

Insight Advisors first reported a position in IJK in Q4 2020 and has held it in 24 quarters since. The position peaked at $678K in Q3 2021. 599 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • Insight Advisors held 3,605 shares of iShares S&P Mid-Cap 400 Growth ETF worth $395K as of Q3 2026.
  • Insight Advisors bought 2 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $227.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Insight Advisors's portfolio in Q3 2026, its #158 holding.
  • Insight Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $678K in Q3 2021.
  • 599 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.