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

Mountain Capital Investment 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 		$215K Buy
+1,829
New +$203K 0.03% 83

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mountain Capital Investment Advisors's IJK Position: Q2 2026 in Review

Mountain Capital Investment Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,829 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #83 among its holdings.

391 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,829 shares of iShares S&P Mid-Cap 400 Growth ETF worth $215K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Mountain Capital Investment Advisors position in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • 391 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.