MC
IJK icon

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

Moors & Cabot’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 		$1.49M Hold
12,652
– – 0.06% 290
2026
Q1 		$1.27M Hold
12,652
– – 0.05% 314
2025
Q4 		$1.23M Buy
12,652
+372
+3% +$35.8K 0.05% 307
2025
Q3 		$1.18M Sell
12,280
-34
-0.3% -$3.2K 0.05% 323
2025
Q2 		$1.12M Buy
12,314
+440
+4% +$37.7K 0.05% 311
2025
Q1 		$989K Sell
11,874
-176
-1% -$15.9K 0.05% 325
2024
Q4 		$1.1M Buy
12,050
+610
+5% +$57.4K 0.05% 318
2024
Q3 		$1.05M Buy
11,440
+924
+9% +$82.6K 0.05% 321
2024
Q2 		$927K Buy
10,516
+759
+8% +$67.1K 0.05% 323
2024
Q1 		$890K Buy
9,757
+1,921
+25% +$160K 0.05% 334
2023
Q4 		$621K Buy
7,836
+692
+10% +$50.8K 0.04% 386
2023
Q3 		$516K Buy
7,144
+878
+14% +$66.2K 0.04% 427
2023
Q2 		$470K Buy
6,266
+1,303
+26% +$93K 0.03% 463
2023
Q1 		$355K Buy
4,963
+1,218
+33% +$87K 0.02% 549
2022
Q4 		$256K Buy
3,745
+47
+1% +$3.23K 0.02% 646
2022
Q3 		$233K Buy
3,698
+365
+11% +$25.2K 0.02% 653
2022
Q2 		$212K Buy
+3,333
New +$234K 0.02% 685
2017
Q4 		– Sell
-5,524
Closed -$278K – 579
2017
Q3 		$278K Sell
5,524
-1,364
-20% -$67.2K 0.04% 422
2017
Q2 		$339K Buy
6,888
+620
+10% +$30.1K 0.06% 365
2017
Q1 		$299K Sell
6,268
-364
-5% -$17.2K 0.05% 381
2016
Q4 		$302K Buy
6,632
+4
+0.1% +$176 0.05% 386
2016
Q3 		$289K Sell
6,628
-396
-6% -$17.4K 0.05% 388
2016
Q2 		$297K Buy
7,024
+8
+0.1% +$332 0.05% 370
2016
Q1 		$285K Buy
7,016
+1,416
+25% +$54K 0.05% 363
2015
Q4 		$225K Buy
5,600
+4
+0.1% +$164 0.04% 423
2015
Q3 		$219K Buy
+5,596
New +$234K 0.04% 434

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Moors & Cabot's IJK Position: Q2 2026 in Review

Moors & Cabot held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 12,652 shares worth $1.49M. The position accounts for 0.06% of the portfolio, ranked #290.

Moors & Cabot first reported a position in IJK in Q3 2015 and has held it in 26 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Moors & Cabot held 12,652 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.49M as of Q2 2026.
  • Moors & Cabot left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Moors & Cabot's portfolio in Q2 2026, its #290 holding.
  • Moors & Cabot first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2015 and has held it in 26 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.