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

Sheaff Brock 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
2025 Q1	$369K	Hold	4,427	–	–	0.03%	304
2024 Q4	$403K	Hold	4,427	–	–	0.04%	291
2024 Q3	$407K	Sell	4,427 -62	-1%	-$5.54K	0.04%	288
2024 Q2	$396K	Hold	4,489	–	–	0.04%	279
2024 Q1	$410K	Hold	4,489	–	–	0.03%	313
2023 Q4	$356K	Buy	4,489 +25	+0.6%	+$1.83K	0.03%	322
2023 Q3	$322K	Hold	4,464	–	–	0.03%	312
2023 Q2	$335K	Hold	4,464	–	–	0.03%	327
2023 Q1	$319K	Hold	4,464	–	–	0.03%	334
2022 Q4	$305K	Hold	4,464	–	–	0.03%	336
2022 Q3	$281K	Hold	4,464	–	–	0.03%	346
2022 Q2	$284K	Hold	4,464	–	–	0.02%	356
2022 Q1	$345K	Hold	4,464	–	–	0.02%	342
2021 Q4	$381K	Sell	4,464 -1,060	-19%	-$88.9K	0.03%	330
2021 Q3	$437K	Hold	5,524	–	–	0.03%	293
2021 Q2	$447K	Hold	5,524	–	–	0.03%	283
2021 Q1	$433K	Hold	5,524	–	–	0.03%	277
2020 Q4	$399K	Hold	5,524	–	–	0.03%	277
2020 Q3	$330K	Sell	5,524 -160	-3%	-$9.52K	0.03%	284
2020 Q2	$318K	Hold	5,684	–	–	0.03%	294
2020 Q1	$254K	Buy	+5,684	New	+$313K	0.03%	296
2017 Q2	–	Sell	-4,340	Closed	-$207K	–	627
2017 Q1	$207K	Sell	4,340 -512	-11%	-$24.1K	0.03%	497
2016 Q4	$221K	Buy	+4,852	New	+$214K	0.03%	490
2016 Q1	–	Sell	-8,288	Closed	-$334K	–	656
2015 Q4	$334K	Buy	+8,288	New	+$339K	0.04%	383

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sheaff Brock Investment Advisors's IJK Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2025 at 4,427 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #304.

Sheaff Brock Investment Advisors first reported a position in IJK in Q4 2015 and has held it in 24 quarters since. The position peaked at $447K in Q2 2021. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Sheaff Brock Investment Advisors held 4,427 shares of iShares S&P Mid-Cap 400 Growth ETF worth $369K as of Q1 2025.
Sheaff Brock Investment Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2025.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #304 holding.
Sheaff Brock Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 24 quarters since.
Sheaff Brock Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $447K in Q2 2021.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.