LTG Capital
IJK icon

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
Q3 		$3.87M Sell
35,306
-305
-0.9% -$34.6K 2.65% 8
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

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

LTG Capital's IJK Position: Q3 2026 in Review

LTG Capital reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.86% in Q3 2026, selling an estimated $34.6K and leaving 35,306 shares worth $3.87M. The position accounts for 2.65% of the portfolio, ranked #8.

LTG Capital first reported a position in IJK in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.25M in Q4 2021. 568 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • LTG Capital held 35,306 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.87M as of Q3 2026.
  • LTG Capital sold 305 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $34.6K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 2.65% of LTG Capital's portfolio in Q3 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 20 quarters since.
  • LTG Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.25M in Q4 2021.
  • 568 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on LTG Capital's 13F filing for Q3 2026, filed 4 Nov 2026.