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

Modus 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	–	Sell	-764	Closed	-$74K	–	210
2025 Q4	$74K	Buy	+764	New	+$73.6K	0.02%	159
2025 Q1	–	Sell	-764	Closed	-$69.5K	–	196
2024 Q4	$69.5K	Buy	+764	New	+$71.9K	0.02%	136
2021 Q3	–	Sell	-1,577	Closed	-$128K	–	161
2021 Q2	$128K	Buy	+1,577	New	+$127K	0.05%	108
2020 Q3	–	Sell	-5,656	Closed	-$317K	–	144
2020 Q2	$317K	Sell	5,656 -2,572	-31%	-$134K	0.21%	65
2020 Q1	$367K	Buy	8,228 +196	+2%	+$10.8K	0.34%	47
2019 Q4	$478K	Buy	+8,032	New	+$460K	0.38%	47

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Modus Advisors's IJK Position: Q1 2026 in Review

Modus Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026, closing a stake of 764 shares — an estimated $74K sold.

Modus Advisors first reported a position in IJK in Q4 2019 and held it in 6 quarters. The position peaked at $478K in Q4 2019. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Modus Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2026 after selling out during the quarter.
Modus Advisors sold 764 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $74K.
Modus Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2019 and held it in 6 quarters.
Modus Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $478K in Q4 2019.
937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.