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

Mayflower Financial 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
Q2 		$290K Sell
2,469
-936
-27% -$104K 0.03% 384
2026
Q1 		$343K Hold
3,405
– – 0.04% 323
2025
Q4 		$330K Sell
3,405
-186
-5% -$17.9K 0.04% 323
2025
Q3 		$344K Hold
3,591
– – 0.04% 314
2025
Q2 		$327K Hold
3,591
– – 0.05% 309
2025
Q1 		$299K Hold
3,591
– – 0.05% 306
2024
Q4 		$327K Sell
3,591
-115
-3% -$10.8K 0.05% 286
2024
Q3 		$341K Sell
3,706
-415
-10% -$37.1K 0.05% 274
2024
Q2 		$363K Buy
4,121
+71
+2% +$6.28K 0.06% 259
2024
Q1 		$370K Buy
4,050
+429
+12% +$35.8K 0.06% 251
2023
Q4 		$287K Hold
3,621
– – 0.04% 270
2023
Q3 		$262K Sell
3,621
-2,852
-44% -$215K 0.04% 270
2023
Q2 		$485K Buy
6,473
+2,480
+62% +$177K 0.06% 206
2023
Q1 		$286K Buy
3,993
+470
+13% +$33.6K 0.04% 276
2022
Q4 		$241K Buy
+3,523
New +$242K 0.03% 296

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 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
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM

Mayflower Financial Advisors's IJK Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 27% in Q2 2026, selling an estimated $104K and leaving 2,469 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #384.

Mayflower Financial Advisors first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. The position peaked at $485K in Q2 2023. 355 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Mayflower Financial Advisors held 2,469 shares of iShares S&P Mid-Cap 400 Growth ETF worth $290K as of Q2 2026.
  • Mayflower Financial Advisors sold 936 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $104K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #384 holding.
  • Mayflower Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Mayflower Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $485K in Q2 2023.
  • 355 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.