J.W. Cole Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

J.W. Cole 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 Q2	$1.52M	Buy	+12,968	New	+$1.44M	0.03%	598
2026 Q1	–	Sell	-16,937	Closed	-$378K	–	1098
2025 Q4	$378K	Sell	16,937 -1,170	-6%	-$113K	0.01%	996
2025 Q3	$1.74M	Buy	18,107 +1,441	+9%	+$136K	0.03%	521
2025 Q2	$1.52M	Buy	16,666 +11,739	+238%	+$1.01M	0.03%	521
2025 Q1	$410K	Sell	4,927 -18,382	-79%	-$1.66M	0.01%	830
2024 Q4	$2.12M	Buy	23,309 +822	+4%	+$77.4K	0.09%	236
2024 Q3	$2.07M	Buy	22,487 +3,330	+17%	+$298K	0.09%	235
2024 Q2	$1.69M	Buy	19,157 +624	+3%	+$55.2K	0.08%	244
2024 Q1	$1.69M	Buy	18,533 +5,420	+41%	+$452K	0.09%	240
2023 Q4	$1.04M	Sell	13,113 -4,417	-25%	-$324K	0.06%	296
2023 Q3	$1.27M	Buy	17,530 +2,596	+17%	+$196K	0.09%	216
2023 Q2	$1.12M	Sell	14,934 -435	-3%	-$31.1K	0.08%	252
2023 Q1	$1.1M	Sell	15,369 -13,363	-47%	-$954K	0.08%	272
2022 Q4	$1.96M	Buy	28,732 +14,921	+108%	+$1.03M	0.15%	161
2022 Q3	$870K	Sell	13,811 -10,745	-44%	-$742K	0.07%	277
2022 Q2	$1.56M	Buy	24,556 +1,506	+7%	+$106K	0.12%	189
2022 Q1	$1.78M	Buy	23,050 +3,518	+18%	+$272K	0.12%	199
2021 Q4	$1.67M	Buy	+19,532	New	+$1.64M	0.11%	205
2021 Q3	–	Sell	-14,947	Closed	-$1.21M	–	589
2021 Q2	$1.21M	Sell	14,947 -69	-0.5%	-$5.54K	0.1%	243
2021 Q1	$1.18M	Sell	15,016 -10,750	-42%	-$828K	0.11%	217
2020 Q4	$1.86M	Sell	25,766 -502	-2%	-$33.5K	0.19%	125
2020 Q3	$1.57M	Buy	+26,268	New	+$1.56M	0.12%	183
2020 Q1	–	Sell	-42,428	Closed	-$2.53M	–	292
2019 Q4	$2.53M	Buy	+42,428	New	+$2.43M	0.32%	84

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

J.W. Cole Advisors's IJK Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 12,968 shares worth $1.52M. The stake represents 0.03% of the portfolio and ranks #598 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IJK as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IJK in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.53M in Q4 2019. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

J.W. Cole Advisors held 12,968 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.52M as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #598 holding.
J.W. Cole Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and has held it in 23 quarters since.
J.W. Cole Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.53M in Q4 2019.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.