SJGA
IJK icon

Stephen J. Garry & Associates’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Stephen J. Garry & Associates’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 		$636K Sell
5,410
-150
-3% -$16.7K 0.46% 32
2026
Q1 		$559K Sell
5,560
-300
-5% -$30.8K 0.45% 33
2025
Q4 		$568K Hold
5,860
– – 0.45% 30
2025
Q3 		$562K Hold
5,860
– – 0.45% 28
2025
Q2 		$533K Hold
5,860
– – 0.46% 28
2025
Q1 		$488K Hold
5,860
– – 0.46% 26
2024
Q4 		$533K Sell
5,860
-468
-7% -$44.1K 0.49% 26
2024
Q3 		$582K Hold
6,328
– – 0.55% 23
2024
Q2 		$558K Sell
6,328
-120
-2% -$10.6K 0.56% 23
2024
Q1 		$588K Hold
6,448
– – 0.61% 22
2023
Q4 		$511K Buy
+6,448
New +$473K 0.57% 24

Other funds holding IJK

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
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
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
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

Stephen J. Garry & Associates's IJK Position: Q2 2026 in Review

Stephen J. Garry & Associates reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.7% in Q2 2026, selling an estimated $16.7K and leaving 5,410 shares worth $636K. The position accounts for 0.46% of the portfolio, ranked #32.

Stephen J. Garry & Associates first reported a position in IJK in Q4 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Stephen J. Garry & Associates held 5,410 shares of iShares S&P Mid-Cap 400 Growth ETF worth $636K as of Q2 2026.
  • Stephen J. Garry & Associates sold 150 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $16.7K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.46% of Stephen J. Garry & Associates's portfolio in Q2 2026, its #32 holding.
  • Stephen J. Garry & Associates first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Stephen J. Garry & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.