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

Summit Trail 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 		$1.11M Buy
11,024
+4,894
+80% +$503K 0.02% 887
2025
Q4 		$594K Sell
6,130
-7,075
-54% -$681K 0.01% 1026
2025
Q3 		$1.27M Buy
13,205
+6,121
+86% +$577K 0.02% 699
2025
Q2 		$644K Buy
+7,084
New +$607K 0.01% 636
2024
Q4 		– Sell
-7,211
Closed -$663K – 557
2024
Q3 		$663K Hold
7,211
– – 0.02% 341
2024
Q2 		$635K Sell
7,211
-5,137
-42% -$454K 0.02% 325
2024
Q1 		$1.13M Buy
12,348
+7
+0.1% +$584 0.03% 200
2023
Q4 		$978K Sell
12,341
-2,025
-14% -$149K 0.03% 181
2023
Q3 		$1.04M Sell
14,366
-5,235
-27% -$395K 0.04% 152
2023
Q2 		$1.47M Buy
19,601
+10
+0.1% +$714 0.06% 124
2023
Q1 		$1.4M Sell
19,591
-187
-0.9% -$13.4K 0.06% 101
2022
Q4 		$1.35M Sell
19,778
-928
-4% -$63.8K 0.06% 101
2022
Q3 		$1.3M Sell
20,706
-40
-0.2% -$2.76K 0.07% 98
2022
Q2 		$1.32M Sell
20,746
-1,160
-5% -$81.5K 0.08% 102
2022
Q1 		$1.69M Buy
21,906
+504
+2% +$39K 0.14% 76
2021
Q4 		$1.82M Sell
21,402
-1,888
-8% -$158K 0.12% 93
2021
Q3 		$1.84M Buy
23,290
+1,074
+5% +$87.2K 0.14% 78
2021
Q2 		$1.8M Sell
22,216
-640
-3% -$51.4K 0.16% 73
2021
Q1 		$1.79M Hold
22,856
– – 0.19% 60
2020
Q4 		$1.65M Sell
22,856
-68,568
-75% -$4.57M 0.21% 53
2020
Q3 		$1.5M Buy
91,424
+72,312
+378% +$4.3M 0.29% 44
2020
Q2 		$1.07M Hold
19,112
– – 0.2% 49
2020
Q1 		$853K Buy
+19,112
New +$1.05M 0.23% 47
2019
Q4 		– Sell
-25,200
Closed -$1.41M – 91
2019
Q3 		$1.41M Buy
+25,200
New +$1.42M 0.5% 27
2018
Q1 		– Sell
-2,480
Closed -$134K – 1025
2017
Q4 		$134K Buy
+2,480
New +$131K 0.02% 549

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 $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Trail Advisors's IJK Position: Q1 2026 in Review

Summit Trail Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 80% in Q1 2026, buying an estimated $503K and bringing the position to 11,024 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #887.

Summit Trail Advisors first reported a position in IJK in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.84M in Q3 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Summit Trail Advisors held 11,024 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.11M as of Q1 2026.
  • Summit Trail Advisors bought 4,894 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $503K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #887 holding.
  • Summit Trail Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 25 quarters since.
  • Summit Trail Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.84M in Q3 2021.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.