Lido 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
Q1 | $31M | Buy |
307,696
+20,210
| +7% | +$2.08M | 0.09% | 142 |
|
|
2025
Q4 | $27.6M | Buy |
287,486
+12,482
| +5% | +$1.2M | 0.08% | 161 |
|
|
2025
Q3 | $26.4M | Buy |
275,004
+14,091
| +5% | +$1.33M | 0.08% | 159 |
|
|
2025
Q2 | $23.7M | Buy |
260,913
+59,339
| +29% | +$5.08M | 0.09% | 133 |
|
|
2025
Q1 | $16.8M | Sell |
201,574
-73,736
| -27% | -$6.64M | 0.08% | 160 |
|
|
2024
Q4 | $25M | Sell |
275,310
-250,596
| -48% | -$23.6M | 0.11% | 110 |
|
|
2024
Q3 | $48.3M | Buy |
525,906
+32,479
| +7% | +$2.9M | 0.24% | 43 |
|
|
2024
Q2 | $43.5M | Buy |
493,427
+13,064
| +3% | +$1.15M | 0.24% | 45 |
|
|
2024
Q1 | $43.8M | Buy |
480,363
+225,987
| +89% | +$18.9M | 0.26% | 40 |
|
|
2023
Q4 | $20.2M | Buy |
254,376
+8,357
| +3% | +$613K | 0.14% | 81 |
|
|
2023
Q3 | $17.8M | Sell |
246,019
-178,614
| -42% | -$13.5M | 0.14% | 82 |
|
|
2023
Q2 | $31.8M | Buy |
424,633
+22,513
| +6% | +$1.61M | 0.23% | 47 |
|
|
2023
Q1 | $158K | Buy |
402,120
+18,496
| +5% | +$1.32M | ﹤0.01% | 1036 |
|
|
2022
Q4 | $26.2M | Buy |
383,624
+185,746
| +94% | +$12.8M | 0.32% | 36 |
|
|
2022
Q3 | $12.5M | Sell |
197,878
-2,006
| -1% | -$138K | 0.16% | 66 |
|
|
2022
Q2 | $12.7M | Sell |
199,884
-11,359
| -5% | -$798K | 0.17% | 66 |
|
|
2022
Q1 | $16.3M | Buy |
211,243
+14,007
| +7% | +$1.08M | 0.18% | 62 |
|
|
2021
Q4 | $16.8M | Buy |
197,236
+15,080
| +8% | +$1.26M | 0.18% | 64 |
|
|
2021
Q3 | $14.4M | Buy |
182,156
+14,191
| +8% | +$1.15M | 0.2% | 63 |
|
|
2021
Q2 | $13.6M | Sell |
167,965
-106,012
| -39% | -$8.51M | 0.19% | 62 |
|
|
2021
Q1 | $21.5M | Buy |
273,977
+126,709
| +86% | +$9.76M | 0.37% | 28 |
|
|
2020
Q4 | $10.6M | Sell |
147,268
-11,200
| -7% | -$747K | 0.22% | 57 |
|
|
2020
Q3 | $9.48M | Buy |
158,468
+78,548
| +98% | +$4.67M | 0.24% | 50 |
|
|
2020
Q2 | $4.48M | Buy |
79,920
+2,072
| +3% | +$108K | 0.14% | 100 |
|
|
2020
Q1 | $3.47M | Buy |
77,848
+4,264
| +6% | +$235K | 0.15% | 92 |
|
|
2019
Q4 | $4.38M | Buy |
73,584
+6,924
| +10% | +$397K | 0.17% | 86 |
|
|
2019
Q3 | $3.73M | Sell |
66,660
-23,156
| -26% | -$1.3M | 0.19% | 84 |
|
|
2019
Q2 | $5.08M | Buy |
89,816
+6,492
| +8% | +$360K | 0.29% | 54 |
|
|
2019
Q1 | $4.56M | Buy |
83,324
+16,336
| +24% | +$862K | 0.3% | 55 |
|
|
2018
Q4 | $3.2M | Buy |
66,988
+9,416
| +16% | +$493K | 0.32% | 48 |
|
|
2018
Q3 | $3.36M | Buy |
57,572
+2,688
| +5% | +$156K | 0.33% | 49 |
|
|
2018
Q2 | $3.08M | Buy |
54,884
+16,124
| +42% | +$901K | 0.35% | 45 |
|
|
2018
Q1 | $2.12M | Buy |
38,760
+2,020
| +5% | +$112K | 0.29% | 55 |
|
|
2017
Q4 | $1.98M | Buy |
36,740
+4,960
| +16% | +$262K | 0.28% | 54 |
|
|
2017
Q3 | $1.66M | Buy |
31,780
+4,252
| +15% | +$210K | 0.27% | 54 |
|
|
2017
Q2 | $1.35M | Buy |
27,528
+16,744
| +155% | +$814K | 0.28% | 51 |
|
|
2017
Q1 | $524K | Buy |
+10,784
| New | +$509K | 0.15% | 99 |
|
Other funds holding IJK
SP
Lido Advisors's IJK Position: Q1 2026 in Review
Lido Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7% in Q1 2026, buying an estimated $2.08M and bringing the position to 307,696 shares worth $31M. The position accounts for 0.09% of the portfolio, ranked #142.
Lido Advisors first reported a position in IJK in Q1 2017 and has held it in 37 quarters since. The position peaked at $48.3M in Q3 2024. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.
- Lido Advisors held 307,696 shares of iShares S&P Mid-Cap 400 Growth ETF worth $31M as of Q1 2026.
- Lido Advisors bought 20,210 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $2.08M.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Lido Advisors's portfolio in Q1 2026, its #142 holding.
- Lido Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and has held it in 37 quarters since.
- Lido Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $48.3M in Q3 2024.
- 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.