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

Sage Mountain 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	$85.2K	Hold	725	–	–	0.01%	258
2026 Q1	$73K	Hold	725	–	–	0.01%	238
2025 Q4	$70.2K	Hold	725	–	–	﹤0.01%	519
2025 Q3	$69.5K	Hold	725	–	–	﹤0.01%	508
2025 Q2	$66K	Sell	725 -999	-58%	-$85.5K	﹤0.01%	453
2025 Q1	$144K	Hold	1,724	–	–	0.01%	397
2024 Q4	$157K	Hold	1,724	–	–	0.01%	389
2024 Q3	$158K	Buy	1,724 +999	+138%	+$89.3K	0.01%	401
2024 Q2	$63.9K	Hold	725	–	–	0.01%	378
2024 Q1	$66.2K	Hold	725	–	–	0.01%	355
2023 Q4	$57.4K	Hold	725	–	–	0.01%	305
2023 Q3	$52.4K	Hold	725	–	–	0.01%	304
2023 Q2	$54.4K	Hold	725	–	–	0.01%	297
2023 Q1	$51.8K	Hold	725	–	–	0.01%	284
2022 Q4	$49.5K	Buy	725 +397	+121%	+$27.3K	0.01%	219
2022 Q3	$21K	Hold	328	–	–	0.01%	332
2022 Q2	$21K	Hold	328	–	–	﹤0.01%	568
2022 Q1	$25K	Hold	328	–	–	﹤0.01%	578
2021 Q4	$28K	Hold	328	–	–	﹤0.01%	637
2021 Q3	$26K	Hold	328	–	–	﹤0.01%	543
2021 Q2	$27K	Hold	328	–	–	﹤0.01%	493
2021 Q1	$26K	Hold	328	–	–	0.01%	425
2020 Q4	$24K	Buy	+328	New	+$21.9K	0.01%	247

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

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

Sage Mountain Advisors's IJK Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 725 shares worth $85.2K. The position accounts for 0.01% of the portfolio, ranked #258.

Sage Mountain Advisors first reported a position in IJK in Q4 2020 and has held it in 23 quarters since. The position peaked at $158K in Q3 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Sage Mountain Advisors held 725 shares of iShares S&P Mid-Cap 400 Growth ETF worth $85.2K as of Q2 2026.
Sage Mountain Advisors 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 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #258 holding.
Sage Mountain Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 23 quarters since.
Sage Mountain Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $158K in Q3 2024.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.