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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.19M Buy
11,799
+1,847
+19% +$190K 0.03% 531
2025
Q4
$964K Buy
9,952
+5,585
+128% +$538K 0.02% 589
2025
Q3
$422K Buy
4,367
+68
+2% +$6.41K 0.01% 928
2025
Q2
$407K Sell
4,299
-295
-6% -$25.3K 0.01% 872
2025
Q1
$377K Sell
4,594
-18,942
-80% -$1.71M 0.01% 823
2024
Q4
$2.22M Sell
23,536
-924
-4% -$87K 0.06% 260
2024
Q3
$2.24M Buy
24,460
+4,469
+22% +$400K 0.07% 254
2024
Q2
$1.82M Buy
19,991
+13,714
+218% +$1.21M 0.05% 297
2024
Q1
$573K Sell
6,277
-46,540
-88% -$3.88M 0.02% 649
2023
Q4
$4.18M Buy
52,817
+37,977
+256% +$2.79M 0.15% 150
2023
Q3
$1.07M Buy
14,840
+4,639
+45% +$350K 0.04% 404
2023
Q2
$765K Sell
10,201
-36,330
-78% -$2.59M 0.03% 514
2023
Q1
$3.33M Buy
46,531
+40,569
+680% +$2.9M 0.14% 159
2022
Q4
$407K Sell
5,962
-377
-6% -$25.9K 0.02% 646
2022
Q3
$400K Buy
6,339
+767
+14% +$53K 0.02% 628
2022
Q2
$355K Buy
5,572
+328
+6% +$23K 0.02% 627
2022
Q1
$405K Sell
5,244
-918
-15% -$70.9K 0.02% 632
2021
Q4
$525K Buy
6,162
+754
+14% +$63.2K 0.03% 568
2021
Q3
$428K Buy
5,408
+651
+14% +$52.8K 0.03% 593
2021
Q2
$385K Sell
4,757
-121
-2% -$9.71K 0.02% 610
2021
Q1
$382K Sell
4,878
-68,726
-93% -$5.29M 0.03% 564
2020
Q4
$5.32M Sell
73,604
-8,524
-10% -$568K 0.39% 52
2020
Q3
$4.91M Buy
82,128
+76,520
+1,364% +$4.55M 0.43% 47
2020
Q2
$314K Sell
5,608
-2,208
-28% -$115K 0.03% 496
2020
Q1
$349K Buy
7,816
+876
+13% +$48.2K 0.05% 371
2019
Q4
$413K Sell
6,940
-232
-3% -$13.3K 0.04% 391
2019
Q3
$401K Buy
7,172
+88
+1% +$4.95K 0.05% 352
2019
Q2
$401K Buy
+7,084
New +$393K 0.05% 374
2018
Q4
Sell
-27,928
Closed -$1.63M 460
2018
Q3
$1.63M Buy
27,928
+108
+0.4% +$6.27K 0.25% 99
2018
Q2
$1.56M Buy
27,820
+2,172
+8% +$121K 0.36% 77
2018
Q1
$1.4M Buy
25,648
+5,188
+25% +$287K 0.35% 80
2017
Q4
$1.1M Buy
+20,460
New +$1.08M 0.42% 75

Other funds holding IJK

Mutual Advisors's IJK Position: Q1 2026 in Review

Mutual Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 19% in Q1 2026, buying an estimated $190K and bringing the position to 11,799 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #531.

Mutual Advisors first reported a position in IJK in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.32M in Q4 2020. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Mutual Advisors held 11,799 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.19M as of Q1 2026.
  • Mutual Advisors bought 1,847 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $190K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Mutual Advisors's portfolio in Q1 2026, its #531 holding.
  • Mutual Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 32 quarters since.
  • Mutual Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.32M in Q4 2020.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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