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

Stratos Investment Management’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 		$1.09M Sell
9,282
-456
-5% -$50.7K 0.04% 172
2026
Q1 		$980K Sell
9,738
-1,733
-15% -$178K 0.04% 176
2025
Q4 		$1.11M Buy
11,471
+17
+0.1% +$1.64K 0.04% 162
2025
Q3 		$1.1M Sell
11,454
-53
-0.5% -$4.99K 0.05% 163
2025
Q2 		$1.05M Sell
11,507
-4,413
-28% -$378K 0.05% 183
2025
Q1 		$1.33M Sell
15,920
-1,696
-10% -$153K 0.07% 142
2024
Q4 		$1.6M Buy
17,616
+10,231
+139% +$963K 0.1% 111
2024
Q3 		$679K Buy
7,385
+1,663
+29% +$149K 0.05% 134
2024
Q2 		$504K Sell
5,722
-37
-0.6% -$3.27K 0.04% 143
2024
Q1 		$526K Buy
5,759
+6
+0.1% +$500 0.05% 133
2023
Q4 		$456K Sell
5,753
-84
-1% -$6.16K 0.05% 124
2023
Q3 		$422K Buy
5,837
+115
+2% +$8.67K 0.06% 119
2023
Q2 		$429K Buy
5,722
+260
+5% +$18.6K 0.07% 123
2023
Q1 		$391K Buy
5,462
+11
+0.2% +$786 0.07% 121
2022
Q4 		$372K Buy
5,451
+19
+0.3% +$1.31K 0.07% 123
2022
Q3 		$342K Sell
5,432
-3,326
-38% -$230K 0.07% 120
2022
Q2 		$558K Buy
8,758
+300
+4% +$21.1K 0.11% 102
2022
Q1 		$654K Buy
8,458
+7
+0.1% +$541 0.11% 107
2021
Q4 		$721K Buy
8,451
+4
+0% +$335 0.11% 109
2021
Q3 		$669K Buy
+8,447
New +$686K 0.12% 118

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

Stratos Investment Management's IJK Position: Q2 2026 in Review

Stratos Investment Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4.7% in Q2 2026, selling an estimated $50.7K and leaving 9,282 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #172.

Stratos Investment Management first reported a position in IJK in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.6M in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Stratos Investment Management held 9,282 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.09M as of Q2 2026.
  • Stratos Investment Management sold 456 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $50.7K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Stratos Investment Management's portfolio in Q2 2026, its #172 holding.
  • Stratos Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Stratos Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.6M in Q4 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.