JNBA Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.25M | Sell |
61,696
-2,063
| -3% | -$229K | 0.55% | 35 |
|
|
2026
Q1 | $6.42M | Sell |
63,759
-4,950
| -7% | -$509K | 0.53% | 34 |
|
|
2025
Q4 | $6.66M | Sell |
68,709
-1,274
| -2% | -$123K | 0.58% | 32 |
|
|
2025
Q3 | $6.71M | Sell |
69,983
-2,473
| -3% | -$233K | 0.61% | 30 |
|
|
2025
Q2 | $6.59M | Sell |
72,456
-662
| -0.9% | -$56.7K | 0.63% | 30 |
|
|
2025
Q1 | $6.09M | Sell |
73,118
-1,812
| -2% | -$163K | 0.63% | 30 |
|
|
2024
Q4 | $6.81M | Sell |
74,930
-230
| -0.3% | -$21.7K | 0.7% | 29 |
|
|
2024
Q3 | $6.91M | Sell |
75,160
-1,044
| -1% | -$93.4K | 0.7% | 29 |
|
|
2024
Q2 | $6.71M | Sell |
76,204
-2,116
| -3% | -$187K | 0.71% | 32 |
|
|
2024
Q1 | $7.15M | Sell |
78,320
-2,764
| -3% | -$231K | 0.75% | 31 |
|
|
2023
Q4 | $6.42M | Sell |
81,084
-1,550
| -2% | -$114K | 0.73% | 37 |
|
|
2023
Q3 | $5.97M | Sell |
82,634
-561
| -0.7% | -$42.3K | 0.75% | 37 |
|
|
2023
Q2 | $6.24M | Sell |
83,195
-241
| -0.3% | -$17.2K | 0.75% | 34 |
|
|
2023
Q1 | $5.97M | Sell |
83,436
-835
| -1% | -$59.6K | 0.78% | 32 |
|
|
2022
Q4 | $5.76M | Sell |
84,271
-939
| -1% | -$64.5K | 0.8% | 34 |
|
|
2022
Q3 | $5.37M | Sell |
85,210
-500
| -0.6% | -$34.5K | 0.83% | 34 |
|
|
2022
Q2 | $5.46M | Sell |
85,710
-1,176
| -1% | -$82.6K | 0.83% | 34 |
|
|
2022
Q1 | $6.71M | Sell |
86,886
-4,007
| -4% | -$310K | 0.89% | 33 |
|
|
2021
Q4 | $7.75M | Sell |
90,893
-313
| -0.3% | -$26.2K | 0.95% | 31 |
|
|
2021
Q3 | $7.22M | Buy |
91,206
+974
| +1% | +$79.1K | 0.97% | 31 |
|
|
2021
Q2 | $7.3M | Sell |
90,232
-273
| -0.3% | -$21.9K | 0.99% | 30 |
|
|
2021
Q1 | $7.09M | Sell |
90,505
-1,483
| -2% | -$114K | 1.03% | 29 |
|
|
2020
Q4 | $6.64M | Sell |
91,988
-860
| -0.9% | -$57.3K | 1.09% | 29 |
|
|
2020
Q3 | $5.55M | Sell |
92,848
-224
| -0.2% | -$13.3K | 1.12% | 25 |
|
|
2020
Q2 | $5.21M | Sell |
93,072
-1,660
| -2% | -$86.2K | 1.12% | 26 |
|
|
2020
Q1 | $4.23M | Sell |
94,732
-4,600
| -5% | -$253K | 1.02% | 29 |
|
|
2019
Q4 | $5.91M | Sell |
99,332
-2,420
| -2% | -$139K | 1.13% | 23 |
|
|
2019
Q3 | $5.69M | Sell |
101,752
-2,352
| -2% | -$132K | 1.16% | 19 |
|
|
2019
Q2 | $5.89M | Sell |
104,104
-768
| -0.7% | -$42.6K | 1.2% | 17 |
|
|
2019
Q1 | $5.74M | Sell |
104,872
-6,048
| -5% | -$319K | 1.23% | 17 |
|
|
2018
Q4 | $5.3M | Buy |
110,920
+107,720
| +3,366% | +$5.64M | 1.2% | 15 |
|
|
2018
Q3 | $186K | Sell |
3,200
-114,316
| -97% | -$6.64M | 0.08% | 131 |
|
|
2018
Q2 | $6.6M | Sell |
117,516
-3,380
| -3% | -$189K | 1.4% | 14 |
|
|
2018
Q1 | $6.6M | Sell |
120,896
-596
| -0.5% | -$33K | 1.41% | 13 |
|
|
2017
Q4 | $6.55M | Sell |
121,492
-1,372
| -1% | -$72.3K | 1.38% | 14 |
|
|
2017
Q3 | $6.22M | Sell |
122,864
-4,328
| -3% | -$213K | 1.39% | 15 |
|
|
2017
Q2 | $6.25M | Sell |
127,192
-768
| -0.6% | -$37.3K | 1.42% | 16 |
|
|
2017
Q1 | $6.11M | Sell |
127,960
-3,020
| -2% | -$142K | 1.44% | 15 |
|
|
2016
Q4 | $5.97M | Buy |
130,980
+129,560
| +9,124% | +$5.7M | 1.45% | 15 |
|
|
2016
Q3 | $62K | Sell |
1,420
-129,060
| -99% | -$5.66M | 0.01% | 479 |
|
|
2016
Q2 | $5.52M | Buy |
130,480
+1,400
| +1% | +$58K | 1.54% | 16 |
|
|
2016
Q1 | $5.25M | Sell |
129,080
-4,688
| -4% | -$179K | 1.89% | 12 |
|
|
2015
Q4 | $5.38M | Sell |
133,768
-1,304
| -1% | -$53.4K | 2.06% | 13 |
|
|
2015
Q3 | $5.3M | Buy |
135,072
+356
| +0.3% | +$14.9K | 2.26% | 11 |
|
|
2015
Q2 | $5.71M | Buy |
134,716
+1,852
| +1% | +$79.3K | 2.16% | 10 |
|
|
2015
Q1 | $5.7M | Buy |
132,864
+2,908
| +2% | +$120K | 2.19% | 10 |
|
|
2014
Q4 | $5.19M | Buy |
129,956
+11,360
| +10% | +$441K | 2.09% | 10 |
|
|
2014
Q3 | $4.49M | Buy |
118,596
+276
| +0.2% | +$10.7K | 2.04% | 10 |
|
|
2014
Q2 | $4.65M | Sell |
118,320
-2,124
| -2% | -$80.3K | 2.25% | 11 |
|
|
2014
Q1 | $4.61M | Sell |
120,444
-520
| -0.4% | -$19.6K | 2.42% | 9 |
|
|
2013
Q4 | $4.54M | Buy |
120,964
+2,804
| +2% | +$101K | 2.49% | 9 |
|
|
2013
Q3 | $4.11M | Sell |
118,160
-2,296
| -2% | -$78.1K | 2.56% | 10 |
|
|
2013
Q2 | $3.88M | Buy |
+120,456
| New | +$3.91M | 2.67% | 10 |
|
Other funds holding IJK
SP
PRS
JNBA Financial Advisors's IJK Position: Q2 2026 in Review
JNBA Financial Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.2% in Q2 2026, selling an estimated $229K and leaving 61,696 shares worth $7.25M. The position accounts for 0.55% of the portfolio, ranked #35.
JNBA Financial Advisors first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.75M in Q4 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.
- JNBA Financial Advisors held 61,696 shares of iShares S&P Mid-Cap 400 Growth ETF worth $7.25M as of Q2 2026.
- JNBA Financial Advisors sold 2,063 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $229K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.55% of JNBA Financial Advisors's portfolio in Q2 2026, its #35 holding.
- JNBA Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
- JNBA Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.75M in Q4 2021.
- 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.