Joel Isaacson & Co’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 | $58.9M | Buy |
501,110
+5,085
| +1% | +$565K | 1.7% | 12 |
|
|
2026
Q1 | $49.9M | Sell |
496,025
-5,841
| -1% | -$600K | 1.65% | 13 |
|
|
2025
Q4 | $48.6M | Sell |
501,866
-6,330
| -1% | -$610K | 1.61% | 13 |
|
|
2025
Q3 | $48.7M | Buy |
508,196
+1,267
| +0.2% | +$119K | 1.76% | 12 |
|
|
2025
Q2 | $46.1M | Buy |
506,929
+13,412
| +3% | +$1.15M | 1.88% | 12 |
|
|
2025
Q1 | $41.1M | Buy |
493,517
+9,481
| +2% | +$854K | 1.86% | 11 |
|
|
2024
Q4 | $44M | Sell |
484,036
-581
| -0.1% | -$54.7K | 1.98% | 10 |
|
|
2024
Q3 | $44.6M | Buy |
484,617
+3,555
| +0.7% | +$318K | 2.12% | 10 |
|
|
2024
Q2 | $42.4M | Buy |
481,062
+1,552
| +0.3% | +$137K | 2.23% | 10 |
|
|
2024
Q1 | $43.8M | Buy |
479,510
+9,337
| +2% | +$779K | 2.4% | 10 |
|
|
2023
Q4 | $37.2M | Buy |
470,173
+2,200
| +0.5% | +$161K | 2.29% | 10 |
|
|
2023
Q3 | $33.8M | Buy |
467,973
+8,948
| +2% | +$675K | 2.31% | 10 |
|
|
2023
Q2 | $34.4M | Buy |
459,025
+9,555
| +2% | +$682K | 2.3% | 10 |
|
|
2023
Q1 | $32.1M | Buy |
449,470
+6,304
| +1% | +$450K | 2.31% | 10 |
|
|
2022
Q4 | $30.3M | Buy |
443,166
+14,820
| +3% | +$1.02M | 2.33% | 10 |
|
|
2022
Q3 | $27M | Sell |
428,346
-11,228
| -3% | -$775K | 2.33% | 10 |
|
|
2022
Q2 | $28M | Buy |
439,574
+4,122
| +0.9% | +$290K | 2.35% | 10 |
|
|
2022
Q1 | $32.6M | Buy |
435,452
+1,132
| +0.3% | +$87.5K | 2.4% | 9 |
|
|
2021
Q4 | $37M | Buy |
434,320
+7,686
| +2% | +$644K | 2.54% | 9 |
|
|
2021
Q3 | $33.8M | Buy |
426,634
+4,105
| +1% | +$333K | 2.55% | 9 |
|
|
2021
Q2 | $34.2M | Buy |
422,529
+13,065
| +3% | +$1.05M | 2.66% | 9 |
|
|
2021
Q1 | $32.1M | Buy |
409,464
+30,846
| +8% | +$2.38M | 2.81% | 9 |
|
|
2020
Q4 | $27.3M | Buy |
378,618
+14,738
| +4% | +$983K | 2.68% | 10 |
|
|
2020
Q3 | $21.8M | Buy |
363,880
+3,792
| +1% | +$226K | 2.83% | 8 |
|
|
2020
Q2 | $20.2M | Sell |
360,088
-1,520
| -0.4% | -$78.9K | 2.87% | 8 |
|
|
2020
Q1 | $16.1M | Sell |
361,608
-16,816
| -4% | -$925K | 2.81% | 8 |
|
|
2019
Q4 | $22.5M | Buy |
378,424
+1,508
| +0.4% | +$86.4K | 2.96% | 7 |
|
|
2019
Q3 | $21.1M | Buy |
376,916
+8,876
| +2% | +$499K | 3.01% | 6 |
|
|
2019
Q2 | $20.8M | Buy |
368,040
+15,012
| +4% | +$832K | 3.03% | 6 |
|
|
2019
Q1 | $19.3M | Sell |
353,028
-5,824
| -2% | -$307K | 2.82% | 6 |
|
|
2018
Q4 | $18M | Buy |
358,852
+19,040
| +6% | +$997K | 2.85% | 6 |
|
|
2018
Q3 | $19.8M | Sell |
339,812
-5,872
| -2% | -$341K | 3.11% | 8 |
|
|
2018
Q2 | $19.4M | Buy |
345,684
+11,100
| +3% | +$620K | 3.25% | 8 |
|
|
2018
Q1 | $18.3M | Buy |
334,584
+5,344
| +2% | +$295K | 3.19% | 7 |
|
|
2017
Q4 | $17.8M | Buy |
329,240
+3,332
| +1% | +$176K | 3.08% | 7 |
|
|
2017
Q3 | $16.5M | Buy |
325,908
+2,024
| +0.6% | +$99.8K | 3.02% | 7 |
|
|
2017
Q2 | $15.9M | Buy |
323,884
+10,052
| +3% | +$489K | 3.01% | 7 |
|
|
2017
Q1 | $15M | Buy |
313,832
+17,448
| +6% | +$823K | 2.94% | 7 |
|
|
2016
Q4 | $13.5M | Buy |
296,384
+8,776
| +3% | +$386K | 2.72% | 7 |
|
|
2016
Q3 | $12.6M | Buy |
287,608
+9,524
| +3% | +$418K | 2.58% | 7 |
|
|
2016
Q2 | $11.8M | Sell |
278,084
-4,376
| -2% | -$181K | 2.5% | 7 |
|
|
2016
Q1 | $11.5M | Buy |
282,460
+13,108
| +5% | +$500K | 2.54% | 6 |
|
|
2015
Q4 | $10.8M | Buy |
269,352
+58,000
| +27% | +$2.37M | 2.66% | 6 |
|
|
2015
Q3 | $8.3M | Buy |
211,352
+53,160
| +34% | +$2.22M | 2.22% | 8 |
|
|
2015
Q2 | $6.7M | Buy |
158,192
+14,200
| +10% | +$608K | 1.72% | 8 |
|
|
2015
Q1 | $6.17M | Buy |
143,992
+2,392
| +2% | +$99K | 1.56% | 9 |
|
|
2014
Q4 | $5.65M | Sell |
141,600
-328
| -0.2% | -$12.7K | 1.52% | 9 |
|
|
2014
Q3 | $5.37M | Buy |
141,928
+6,920
| +5% | +$268K | 1.64% | 8 |
|
|
2014
Q2 | $5.3M | Buy |
135,008
+15,760
| +13% | +$596K | 1.66% | 8 |
|
|
2014
Q1 | $4.56M | Buy |
119,248
+4,420
| +4% | +$166K | 1.53% | 8 |
|
|
2013
Q4 | $4.31M | Buy |
114,828
+18,568
| +19% | +$670K | 1.57% | 9 |
|
|
2013
Q3 | $3.35M | Buy |
96,260
+28,768
| +43% | +$978K | 1.37% | 10 |
|
|
2013
Q2 | $2.17M | Buy |
+67,492
| New | +$2.19M | 1.02% | 14 |
|
Other funds holding IJK
SP
PRS
Joel Isaacson & Co's IJK Position: Q2 2026 in Review
Joel Isaacson & Co increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1% in Q2 2026, buying an estimated $565K and bringing the position to 501,110 shares worth $58.9M. The position accounts for 1.7% of the portfolio, ranked #12.
Joel Isaacson & Co first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.
- Joel Isaacson & Co held 501,110 shares of iShares S&P Mid-Cap 400 Growth ETF worth $58.9M as of Q2 2026.
- Joel Isaacson & Co bought 5,085 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $565K.
- iShares S&P Mid-Cap 400 Growth ETF made up 1.7% of Joel Isaacson & Co's portfolio in Q2 2026, its #12 holding.
- Joel Isaacson & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
- 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.
Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.