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

LTG Capital’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 		$4.18M Sell
35,611
-786
-2% -$87.3K 2.8% 8
2026
Q1 		$3.66M Sell
36,397
-440
-1% -$45.2K 2.8% 9
2025
Q4 		$3.57M Sell
36,837
-1,141
-3% -$110K 2.78% 9
2025
Q3 		$3.64M Sell
37,978
-562
-1% -$52.9K 2.87% 12
2025
Q2 		$3.51M Sell
38,540
-2,377
-6% -$204K 3% 12
2025
Q1 		$3.41M Sell
40,917
-2,651
-6% -$239K 3.11% 11
2024
Q4 		$3.96M Sell
43,568
-486
-1% -$45.8K 3.32% 11
2024
Q3 		$4.05M Sell
44,054
-340
-0.8% -$30.4K 3.37% 11
2024
Q2 		$3.91M Buy
44,394
+395
+0.9% +$34.9K 3.54% 10
2024
Q1 		$4.13M Sell
43,999
-246
-0.6% -$20.5K 3.54% 10
2023
Q4 		$3.51M Sell
44,245
-2,540
-5% -$186K 3.23% 10
2023
Q3 		$3.38M Sell
46,785
-960
-2% -$72.4K 3.56% 10
2023
Q2 		$3.58M Sell
47,745
-255
-0.5% -$18.2K 3.54% 10
2023
Q1 		$3.43M Sell
48,000
-229
-0.5% -$16.4K 3.55% 10
2022
Q4 		$3.29M Buy
48,229
+31,705
+192% +$2.18M 3.55% 10
2022
Q3 		$1.04M Sell
16,524
-31,919
-66% -$2.2M 4.09% 10
2022
Q2 		$3.09M Sell
48,443
-215
-0.4% -$15.1K 3.47% 10
2022
Q1 		$3.76M Sell
48,658
-1,231
-2% -$95.1K 3.42% 10
2021
Q4 		$4.25M Buy
+49,889
New +$4.18M 3.59% 9

Other funds holding IJK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LTG Capital's IJK Position: Q2 2026 in Review

LTG Capital reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.2% in Q2 2026, selling an estimated $87.3K and leaving 35,611 shares worth $4.18M. The position accounts for 2.8% of the portfolio, ranked #8.

LTG Capital first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.25M in Q4 2021. 633 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • LTG Capital held 35,611 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.18M as of Q2 2026.
  • LTG Capital sold 786 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $87.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 2.8% of LTG Capital's portfolio in Q2 2026, its #8 holding.
  • LTG Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • LTG Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.25M in Q4 2021.
  • 633 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on LTG Capital's 13F filing for Q2 2026, filed 5 Aug 2026.