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

Stephens Inc’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 		$1.44M Buy
12,245
+813
+7% +$90.3K 0.02% 583
2026
Q1 		$1.15M Buy
11,432
+209
+2% +$21.5K 0.01% 605
2025
Q4 		$1.09M Sell
11,223
-247
-2% -$23.8K 0.01% 613
2025
Q3 		$1.1M Sell
11,470
-236
-2% -$22.2K 0.01% 617
2025
Q2 		$1.07M Sell
11,706
-1,200
-9% -$103K 0.01% 605
2025
Q1 		$1.07M Sell
12,906
-411
-3% -$37K 0.02% 594
2024
Q4 		$1.21M Sell
13,317
-278
-2% -$26.2K 0.02% 556
2024
Q3 		$1.25M Sell
13,595
-1,590
-10% -$142K 0.02% 550
2024
Q2 		$1.34M Sell
15,185
-398
-3% -$35.2K 0.02% 514
2024
Q1 		$1.42M Sell
15,583
-10
-0.1% -$834 0.02% 499
2023
Q4 		$1.24M Buy
15,593
+1,005
+7% +$73.7K 0.02% 489
2023
Q3 		$1.05M Sell
14,588
-531
-4% -$40K 0.02% 502
2023
Q2 		$1.13M Sell
15,119
-1,052
-7% -$75.1K 0.02% 518
2023
Q1 		$1.16M Buy
16,171
+1,323
+9% +$94.5K 0.02% 504
2022
Q4 		$1.01M Sell
14,848
-328
-2% -$22.5K 0.02% 504
2022
Q3 		$956K Hold
15,176
– – 0.02% 532
2022
Q2 		$967K Buy
15,176
+11
+0.1% +$773 0.02% 536
2022
Q1 		$1.17M Sell
15,165
-2,808
-16% -$217K 0.02% 549
2021
Q4 		$1.53M Sell
17,973
-42,708
-70% -$3.58M 0.02% 501
2021
Q3 		$4.8M Buy
60,681
+1,033
+2% +$83.9K 0.07% 278
2021
Q2 		$4.83M Buy
59,648
+25,106
+73% +$2.02M 0.07% 272
2021
Q1 		$2.71M Buy
34,542
+12,476
+57% +$961K 0.04% 398
2020
Q4 		$1.59M Sell
22,066
-2,562
-10% -$171K 0.03% 476
2020
Q3 		$1.47M Buy
24,628
+6,268
+34% +$373K 0.03% 447
2020
Q2 		$1.03M Sell
18,360
-2,260
-11% -$117K 0.02% 510
2020
Q1 		$920K Sell
20,620
-260
-1% -$14.3K 0.02% 486
2019
Q4 		$1.24M Sell
20,880
-260
-1% -$14.9K 0.03% 510
2019
Q3 		$1.18M Sell
21,140
-3,420
-14% -$192K 0.03% 512
2019
Q2 		$1.39M Sell
24,560
-992
-4% -$55K 0.03% 492
2019
Q1 		$1.4M Buy
25,552
+884
+4% +$46.7K 0.03% 486
2018
Q4 		$1.18M Buy
24,668
+1,360
+6% +$71.2K 0.03% 481
2018
Q3 		$1.36M Sell
23,308
-15,908
-41% -$924K 0.03% 492
2018
Q2 		$2.2M Buy
39,216
+388
+1% +$21.7K 0.07% 311
2018
Q1 		$2.12M Buy
38,828
+16,560
+74% +$916K 0.08% 269
2017
Q4 		$1.2M Sell
22,268
-11,688
-34% -$616K 0.05% 341
2017
Q3 		$1.72M Buy
33,956
+10,576
+45% +$521K 0.06% 280
2017
Q2 		$1.15M Buy
23,380
+4,088
+21% +$199K 0.04% 402
2017
Q1 		$921K Sell
19,292
-1,032
-5% -$48.7K 0.03% 437
2016
Q4 		$926K Sell
20,324
-7,760
-28% -$342K 0.04% 382
2016
Q3 		$1.23M Buy
28,084
+9,384
+50% +$412K 0.05% 329
2016
Q2 		$791K Sell
18,700
-172
-0.9% -$7.13K 0.04% 409
2016
Q1 		$767K Sell
18,872
-21,596
-53% -$824K 0.04% 379
2015
Q4 		$1.63M Sell
40,468
-5,060
-11% -$207K 0.08% 245
2015
Q3 		$1.79M Buy
45,528
+11,656
+34% +$487K 0.09% 226
2015
Q2 		$1.44M Buy
33,872
+16,220
+92% +$695K 0.07% 297
2015
Q1 		$757K Buy
17,652
+320
+2% +$13.2K 0.03% 417
2014
Q4 		$692K Sell
17,332
-2,240
-11% -$87K 0.03% 435
2014
Q3 		$741K Hold
19,572
– – 0.04% 391
2014
Q2 		$769K Sell
19,572
-25,796
-57% -$975K 0.04% 379
2014
Q1 		$1.73M Buy
45,368
+1,544
+4% +$58.1K 0.09% 231
2013
Q4 		$1.65M Buy
43,824
+340
+0.8% +$12.3K 0.08% 247
2013
Q3 		$1.51M Buy
43,484
+992
+2% +$33.7K 0.08% 242
2013
Q2 		$1.37M Buy
+42,492
New +$1.38M 0.08% 229

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Stephens Inc's IJK Position: Q2 2026 in Review

Stephens Inc increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 7.1% in Q2 2026, buying an estimated $90.3K and bringing the position to 12,245 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #583.

Stephens Inc first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.83M in Q2 2021. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Stephens Inc held 12,245 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.44M as of Q2 2026.
  • Stephens Inc bought 813 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $90.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Stephens Inc's portfolio in Q2 2026, its #583 holding.
  • Stephens Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Stephens Inc's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.83M in Q2 2021.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.