JWCA
IJK icon

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
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
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

J.W. Cole Advisors's IJK Position: Q1 2026 in Review

J.W. Cole Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 16,937 shares — an estimated $378K sold.

J.W. Cole Advisors first reported a position in IJK in Q4 2019 and held it in 22 quarters. The position peaked at $2.53M in Q4 2019. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • J.W. Cole Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 16,937 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $378K.
  • J.W. Cole Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 22 quarters.
  • J.W. Cole Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.53M in Q4 2019.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.