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Lazari Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Lazari Capital Management’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 		$301K Hold
2,560
– – 0.09% 132
2026
Q1 		$258K Hold
2,560
– – 0.09% 135
2025
Q4 		$248K Hold
2,560
– – 0.08% 130
2025
Q3 		$245K Hold
2,560
– – 0.08% 128
2025
Q2 		$233K Sell
2,560
-91
-3% -$7.79K 0.09% 127
2025
Q1 		$221K Sell
2,651
-120
-4% -$10.8K 0.09% 128
2024
Q4 		$252K Sell
2,771
-18
-0.6% -$1.7K 0.1% 121
2024
Q3 		$256K Buy
+2,789
New +$249K 0.11% 119

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Lazari Capital Management's IJK Position: Q2 2026 in Review

Lazari Capital Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 2,560 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #132.

Lazari Capital Management first reported a position in IJK in Q3 2024 and has held it in 8 quarters since. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Lazari Capital Management held 2,560 shares of iShares S&P Mid-Cap 400 Growth ETF worth $301K as of Q2 2026.
  • Lazari Capital Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Lazari Capital Management's portfolio in Q2 2026, its #132 holding.
  • Lazari Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.