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

Sunbelt Securities’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 		$5.84M Buy
58,050
+373
+0.6% +$38.3K 0.37% 47
2025
Q4 		$5.59M Sell
57,677
-1,658
-3% -$160K 0.37% 47
2025
Q3 		$5.69M Buy
59,335
+2,272
+4% +$214K 0.39% 45
2025
Q2 		$5.19M Sell
57,063
-1,063
-2% -$91K 0.46% 42
2025
Q1 		$4.84M Buy
58,126
+1,118
+2% +$101K 0.43% 47
2024
Q4 		$5.19M Sell
57,008
-59
-0.1% -$5.56K 0.46% 42
2024
Q3 		$5.25M Sell
57,067
-2,765
-5% -$247K 0.51% 43
2024
Q2 		$5.27M Buy
59,832
+71
+0.1% +$6.28K 0.54% 40
2024
Q1 		$5.45M Buy
59,761
+3,931
+7% +$328K 0.61% 35
2023
Q4 		$4.42M Buy
55,830
+617
+1% +$45.3K 0.56% 39
2023
Q3 		$3.99M Buy
55,213
+834
+2% +$62.9K 0.55% 39
2023
Q2 		$4.08M Buy
54,379
+802
+1% +$57.3K 0.59% 33
2023
Q1 		$3.77M Sell
53,577
-4,791
-8% -$342K 0.61% 33
2022
Q4 		$3.99M Buy
58,368
+572
+1% +$39.3K 0.78% 26
2022
Q3 		$3.64M Buy
57,796
+2,281
+4% +$157K 0.77% 25
2022
Q2 		$3.54M Buy
55,515
+1,341
+2% +$94.2K 0.75% 24
2022
Q1 		$4.26M Buy
54,174
+514
+1% +$39.7K 0.78% 23
2021
Q4 		$4.17M Sell
53,660
-7,967
-13% -$668K 0.68% 32
2021
Q3 		$4.84M Hold
61,627
– – 0.87% 22
2021
Q2 		$4.84M Buy
61,627
+401
+0.7% +$32.2K 0.87% 22
2021
Q1 		$4.8M Buy
61,226
+3,394
+6% +$261K 0.95% 19
2020
Q4 		$4.18M Buy
57,832
+1,504
+3% +$100K 0.86% 25
2020
Q3 		$3.38M Sell
56,328
-100
-0.2% -$5.95K 0.94% 21
2020
Q2 		$3.16M Sell
56,428
-225,956
-80% -$11.7M 1.09% 15
2020
Q1 		$14.9M Buy
282,384
+223,156
+377% +$12.3M 0.64% 30
2019
Q4 		$1.52M Buy
59,228
+6,740
+13% +$386K 0.16% 134
2019
Q3 		$2.94M Buy
52,488
+29,460
+128% +$1.66M 0.33% 70
2019
Q2 		$1.3M Sell
23,028
-164
-0.7% -$9.09K 0.57% 48
2019
Q1 		$1.27M Buy
23,192
+156
+0.7% +$8.23K 0.63% 48
2018
Q4 		$1.1M Sell
23,036
-344
-1% -$18K 0.64% 46
2018
Q3 		$1.36M Buy
23,380
+544
+2% +$31.6K 0.73% 38
2018
Q2 		$1.28M Buy
22,836
+744
+3% +$41.6K 0.77% 36
2018
Q1 		$1.21M Sell
22,092
-872
-4% -$48.2K 1.1% 16
2017
Q4 		$1.24M Buy
22,964
+112
+0.5% +$5.91K 1.21% 16
2017
Q3 		$1.16M Buy
22,852
+788
+4% +$38.8K 1.22% 17
2017
Q2 		$1.08M Buy
22,064
+208
+1% +$10.1K 2.04% 10
2017
Q1 		$1.04M Buy
21,856
+156
+0.7% +$7.36K 1.57% 13
2016
Q4 		$988K Buy
21,700
+1,000
+5% +$44K 1.5% 14
2016
Q3 		$904K Buy
20,700
+1,320
+7% +$57.9K 1.09% 18
2016
Q2 		$819K Buy
19,380
+424
+2% +$17.6K 1.07% 19
2016
Q1 		$771K Buy
18,956
+16
+0.1% +$611 1.12% 19
2015
Q4 		$762K Buy
18,940
+156
+0.8% +$6.38K 1.07% 19
2015
Q3 		$738K Buy
18,784
+128
+0.7% +$5.34K 1% 19
2015
Q2 		$791K Buy
18,656
+716
+4% +$30.7K 1.09% 15
2015
Q1 		$769K Buy
17,940
+972
+6% +$40.2K 1.14% 15
2014
Q4 		$677K Buy
+16,968
New +$659K 0.89% 18

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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $369B AUM 28.27% 1-Year Est. Return

Sunbelt Securities's IJK Position: Q1 2026 in Review

Sunbelt Securities increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.65% in Q1 2026, buying an estimated $38.3K and bringing the position to 58,050 shares worth $5.84M. The position accounts for 0.37% of the portfolio, ranked #47.

Sunbelt Securities first reported a position in IJK in Q4 2014 and has held it in 46 quarters since. The position peaked at $14.9M in Q1 2020. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Sunbelt Securities held 58,050 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.84M as of Q1 2026.
  • Sunbelt Securities bought 373 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $38.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.37% of Sunbelt Securities's portfolio in Q1 2026, its #47 holding.
  • Sunbelt Securities first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • Sunbelt Securities's iShares S&P Mid-Cap 400 Growth ETF position peaked at $14.9M in Q1 2020.
  • 937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.