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

MSH Capital 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 		$638K Hold
6,340
– – 0.14% 151
2025
Q4 		$614K Hold
6,340
– – 0.13% 160
2025
Q3 		$608K Hold
6,340
– – 0.16% 147
2025
Q2 		$577K Hold
6,340
– – 0.17% 145
2025
Q1 		$528K Hold
6,340
– – 0.16% 140
2024
Q4 		$576K Hold
6,340
– – 0.18% 134
2024
Q3 		$583K Sell
6,340
-400
-6% -$35.8K 0.18% 134
2024
Q2 		$594K Buy
6,740
+400
+6% +$35.4K 0.2% 117
2024
Q1 		$579K Sell
6,340
-320
-5% -$26.7K 0.2% 117
2023
Q4 		$528K Buy
6,660
+440
+7% +$32.3K 0.2% 120
2023
Q3 		$449K Sell
6,220
-100
-2% -$7.54K 0.18% 132
2023
Q2 		$474K Hold
6,320
– – 0.17% 131
2023
Q1 		$452K Hold
6,320
– – 0.19% 121
2022
Q4 		$432K Sell
6,320
-110
-2% -$7.56K 0.2% 122
2022
Q3 		$405K Sell
6,430
-134
-2% -$9.25K 0.2% 114
2022
Q2 		$418K Hold
6,564
– – 0.19% 118
2022
Q1 		$507K Buy
6,564
+341
+5% +$26.4K 0.21% 111
2021
Q4 		$531K Buy
+6,223
New +$522K 0.24% 101

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MSH Capital Advisors's IJK Position: Q1 2026 in Review

MSH Capital Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 6,340 shares worth $638K. The position accounts for 0.14% of the portfolio, ranked #151.

MSH Capital Advisors first reported a position in IJK in Q4 2021 and has held it in 18 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • MSH Capital Advisors held 6,340 shares of iShares S&P Mid-Cap 400 Growth ETF worth $638K as of Q1 2026.
  • MSH Capital Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.14% of MSH Capital Advisors's portfolio in Q1 2026, its #151 holding.
  • MSH Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.