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LBMC Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

LBMC Investment 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 		$1.46M Buy
14,515
+4
+0% +$411 0.09% 88
2025
Q4 		$1.41M Buy
14,511
+9
+0.1% +$867 0.09% 87
2025
Q3 		$1.39M Buy
14,502
+7
+0% +$659 0.09% 87
2025
Q2 		$1.32M Buy
14,495
+6
+0% +$514 0.09% 80
2025
Q1 		$1.21M Buy
14,489
+6
+0% +$540 0.09% 77
2024
Q4 		$1.32M Buy
14,483
+9
+0.1% +$848 0.1% 72
2024
Q3 		$1.33M Buy
14,474
+10
+0.1% +$894 0.11% 67
2024
Q2 		$1.27M Buy
14,464
+6
+0% +$530 0.11% 63
2024
Q1 		$1.32M Sell
14,458
-42
-0.3% -$3.5K 0.11% 62
2023
Q4 		$1.15M Buy
14,500
+14
+0.1% +$1.03K 0.11% 52
2023
Q3 		$1.02M Buy
14,486
+14
+0.1% +$1.06K 0.11% 54
2023
Q2 		$1.09M Buy
14,472
+9
+0.1% +$643 0.11% 55
2023
Q1 		$1.03M Buy
14,463
+11
+0.1% +$786 0.1% 56
2022
Q4 		$987K Buy
14,452
+26
+0.2% +$1.79K 0.1% 56
2022
Q3 		$909K Hold
14,426
– – 0.1% 54
2022
Q2 		$919K Buy
14,426
+1,785
+14% +$125K 0.1% 52
2022
Q1 		$977K Buy
12,641
+8
+0.1% +$618 0.09% 62
2021
Q4 		$1.08M Sell
12,633
-740,587
-98% -$62.1M 0.09% 59
2021
Q3 		$1K Buy
753,220
+740,539
+5,840% +$60.1M 0.09% 60
2021
Q2 		$1.03M Sell
12,681
-852
-6% -$68.4K 0.1% 60
2021
Q1 		$1.06M Buy
13,533
+860
+7% +$66.2K 0.11% 50
2020
Q4 		$915K Buy
12,673
+5
+0% +$333 0.11% 49
2020
Q3 		$757K Sell
12,668
-1,768
-12% -$105K 0.11% 51
2020
Q2 		$808K Buy
14,436
+1,548
+12% +$80.4K 0.13% 45
2020
Q1 		$575K Buy
12,888
+408
+3% +$22.4K 0.11% 42
2019
Q4 		$743K Buy
12,480
+24
+0.2% +$1.38K 0.1% 45
2019
Q3 		$697K Sell
12,456
-1,776
-12% -$99.9K 0.11% 46
2019
Q2 		$805K Sell
14,232
-324
-2% -$18K 0.12% 40
2019
Q1 		$797K Buy
14,556
+1,788
+14% +$94.4K 0.13% 39
2018
Q4 		$610K Sell
12,768
-260
-2% -$13.6K 0.11% 49
2018
Q3 		$759K Buy
13,028
+28
+0.2% +$1.63K 0.12% 41
2018
Q2 		$731K Hold
13,000
– – 0.12% 41
2018
Q1 		$710K Sell
13,000
-1,748
-12% -$96.7K 0.12% 38
2017
Q4 		$796K Sell
14,748
-848
-5% -$44.7K 0.13% 40
2017
Q3 		$789K Buy
15,596
+1,804
+13% +$88.9K 0.14% 38
2017
Q2 		$678K Sell
13,792
-1,776
-11% -$86.4K 0.12% 40
2017
Q1 		$743K Buy
15,568
+1,800
+13% +$84.9K 0.13% 39
2016
Q4 		$627K Buy
13,768
+96
+0.7% +$4.23K 0.12% 39
2016
Q3 		$597K Buy
13,672
+1,776
+15% +$78K 0.11% 45
2016
Q2 		$503K Sell
11,896
-1,748
-13% -$72.5K 0.1% 43
2016
Q1 		$555K Buy
13,644
+80
+0.6% +$3.05K 0.11% 41
2015
Q4 		$546K Buy
13,564
+32
+0.2% +$1.31K 0.12% 39
2015
Q3 		$531K Buy
13,532
+28
+0.2% +$1.17K 0.12% 37
2015
Q2 		$572K Buy
13,504
+4
+0% +$171 0.12% 34
2015
Q1 		$579K Buy
13,500
+8
+0.1% +$331 0.13% 33
2014
Q4 		$539K Buy
13,492
+4
+0% +$155 0.13% 34
2014
Q3 		$511K Buy
13,488
+4
+0% +$155 0.12% 32
2014
Q2 		$529K Buy
13,484
+4
+0% +$151 0.14% 31
2014
Q1 		$515K Buy
13,480
+200
+2% +$7.53K 0.13% 31
2013
Q4 		$499K Buy
+13,280
New +$479K 0.13% 32

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

LBMC Investment Advisors's IJK Position: Q1 2026 in Review

LBMC Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.03% in Q1 2026, buying an estimated $411 and bringing the position to 14,515 shares worth $1.46M. The position accounts for 0.09% of the portfolio, ranked #88.

LBMC Investment Advisors first reported a position in IJK in Q4 2013 and has held it in 50 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • LBMC Investment Advisors held 14,515 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.46M as of Q1 2026.
  • LBMC Investment Advisors bought 4 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $411.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of LBMC Investment Advisors's portfolio in Q1 2026, its #88 holding.
  • LBMC Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.