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

Strategic 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
2026
Q1 		$139K Buy
+1,386
New +$142K 0.01% 341
2025
Q4 		– Sell
-218,195
Closed -$29.1K – 257
2025
Q3 		$29.1K Buy
+218,195
New +$20.6M ﹤0.01% 254

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Investment Advisors's IJK Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026: 1,386 shares worth $139K. The stake represents 0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in IJK as recently as Q3 2025.

Strategic Investment Advisors first reported a position in IJK in Q3 2025 and has held it in 2 quarters since. 935 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Strategic Investment Advisors held 1,386 shares of iShares S&P Mid-Cap 400 Growth ETF worth $139K as of Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Strategic Investment Advisors position in Q1 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q1 2026, its #341 holding.
  • Strategic Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 935 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.