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

Sandy Cove 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	$404K	Buy	3,437 +2	+0.1%	+$222	0.1%	104
2026 Q1	$346K	Buy	3,435 +1	+0%	+$103	0.1%	103
2025 Q4	$333K	Buy	3,434 +3	+0.1%	+$289	0.1%	110
2025 Q3	$329K	Buy	3,431 +2	+0.1%	+$188	0.11%	103
2025 Q2	$312K	Buy	3,429 +3	+0.1%	+$257	0.11%	98
2025 Q1	$285K	Buy	3,426 +2	+0.1%	+$180	0.11%	100
2024 Q4	$311K	Buy	3,424 +3	+0.1%	+$283	0.12%	97
2024 Q3	$315K	Buy	3,421 +3	+0.1%	+$268	0.13%	93
2024 Q2	$301K	Buy	3,418 +2	+0.1%	+$177	0.13%	89
2024 Q1	$312K	Buy	3,416 +2	+0.1%	+$167	0.14%	90
2023 Q4	$270K	Buy	3,414 +10	+0.3%	+$734	0.14%	95
2023 Q3	$246K	Hold	3,404	–	–	0.14%	104
2023 Q2	$255K	Buy	3,404 +3	+0.1%	+$214	0.15%	103
2023 Q1	$243K	Buy	3,401 +1	+0%	+$71	0.18%	78
2022 Q4	$232K	Buy	3,400 +2	+0.1%	+$137	0.19%	66
2022 Q3	$214K	Buy	3,398 +2	+0.1%	+$138	0.19%	68
2022 Q2	$216K	Buy	3,396 +1	+0%	+$70	0.2%	68
2022 Q1	$262K	Buy	3,395 +1	+0%	+$77	0.22%	62
2021 Q4	$289K	Buy	+3,394	New	+$285K	0.24%	57

Other funds holding IJK

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Sandy Cove Advisors's IJK Position: Q2 2026 in Review

Sandy Cove Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.06% in Q2 2026, buying an estimated $222 and bringing the position to 3,437 shares worth $404K. The position accounts for 0.1% of the portfolio, ranked #104.

Sandy Cove Advisors first reported a position in IJK in Q4 2021 and has held it in 19 quarters since. 238 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Sandy Cove Advisors held 3,437 shares of iShares S&P Mid-Cap 400 Growth ETF worth $404K as of Q2 2026.
Sandy Cove Advisors bought 2 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $222.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Sandy Cove Advisors's portfolio in Q2 2026, its #104 holding.
Sandy Cove Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 19 quarters since.
238 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.