Steward Partners Investment Advisory’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Steward Partners Investment Advisory’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 Q1	$30.8M	Buy	306,286 +6,597	+2%	+$678K	0.16%	118
2025 Q4	$29M	Sell	299,689 -4,342	-1%	-$418K	0.16%	119
2025 Q3	$29.2M	Sell	304,031 -27,013	-8%	-$2.54M	0.17%	114
2025 Q2	$30.1M	Buy	331,044 +9,176	+3%	+$786K	0.24%	86
2025 Q1	$26.8M	Buy	321,868 +51,835	+19%	+$4.67M	0.24%	86
2024 Q4	$24.6M	Buy	270,033 +700	+0.3%	+$65.9K	0.22%	96
2024 Q3	$24.8M	Buy	269,333 +231	+0.1%	+$20.7K	0.23%	93
2024 Q2	$23.7M	Sell	269,102 -59,350	-18%	-$5.25M	0.25%	85
2024 Q1	$30M	Buy	328,452 +54,648	+20%	+$4.56M	0.33%	65
2023 Q4	$21.7M	Sell	273,804 -1,977	-0.7%	-$145K	0.29%	67
2023 Q3	$19.9M	Sell	275,781 -1,799	-0.6%	-$136K	0.31%	69
2023 Q2	$20.8M	Sell	277,580 -29,361	-10%	-$2.1M	0.31%	69
2023 Q1	$21.9M	Buy	306,941 +5,447	+2%	+$389K	0.35%	62
2022 Q4	$20.6M	Buy	301,494 +22,484	+8%	+$1.55M	0.35%	62
2022 Q3	$17.6M	Buy	279,010 +5,159	+2%	+$356K	0.33%	65
2022 Q2	$17.5M	Sell	273,851 -6,247	-2%	-$439K	0.32%	72
2022 Q1	$21.6M	Buy	280,098 +1,859	+0.7%	+$144K	0.34%	64
2021 Q4	$23.7M	Sell	278,239 -1,580	-0.6%	-$132K	0.36%	55
2021 Q3	$22.2M	Sell	279,819 -2,005	-0.7%	-$163K	0.38%	50
2021 Q2	$22.8M	Sell	281,824 -71,545	-20%	-$5.74M	0.39%	48
2021 Q1	$27.7M	Buy	353,369 +57,687	+20%	+$4.44M	0.49%	39
2020 Q4	$21.4M	Sell	295,682 -4,754	-2%	-$317K	0.46%	45
2020 Q3	$18M	Sell	300,436 -9,096	-3%	-$541K	0.45%	48
2020 Q2	$17.3M	Sell	309,532 -13,596	-4%	-$706K	0.49%	40
2020 Q1	$14.4M	Sell	323,128 -62,680	-16%	-$3.45M	0.53%	36
2019 Q4	$23M	Buy	385,808 +1,624	+0.4%	+$93.1K	0.68%	30
2019 Q3	$21.5M	Buy	384,184 +11,976	+3%	+$673K	0.72%	27
2019 Q2	$21.1M	Sell	372,208 -1,864	-0.5%	-$103K	0.77%	24
2019 Q1	$20.5M	Buy	374,072 +11,608	+3%	+$613K	0.87%	24
2018 Q4	$17.3M	Buy	362,464 +120,276	+50%	+$6.3M	0.84%	24
2018 Q3	$14.1M	Buy	242,188 +9,008	+4%	+$523K	0.67%	24
2018 Q2	$13.1M	Buy	233,180 +9,828	+4%	+$549K	0.78%	18
2018 Q1	$12.2M	Buy	223,352 +27,440	+14%	+$1.52M	0.83%	19
2017 Q4	$10.6M	Buy	195,912 +9,312	+5%	+$491K	0.81%	21
2017 Q3	$9.44M	Buy	186,600 +5,420	+3%	+$267K	0.96%	19
2017 Q2	$8.9M	Buy	181,180 +6,328	+4%	+$308K	1%	18
2017 Q1	$8.35M	Buy	174,852 +153,828	+732%	+$7.26M	1.26%	12
2016 Q4	$957K	Buy	+21,024	New	+$926K	0.44%	49

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's IJK Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.2% in Q1 2026, buying an estimated $678K and bringing the position to 306,286 shares worth $30.8M. The position accounts for 0.16% of the portfolio, ranked #118.

Steward Partners Investment Advisory first reported a position in IJK in Q4 2016 and has held it in 38 quarters since. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Steward Partners Investment Advisory held 306,286 shares of iShares S&P Mid-Cap 400 Growth ETF worth $30.8M as of Q1 2026.
Steward Partners Investment Advisory bought 6,597 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $678K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.16% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #118 holding.
Steward Partners Investment Advisory first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 38 quarters since.
933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.