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

Trail Ridge 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
Q3 		$3.96M Buy
36,084
+920
+3% +$104K 1.67% 14
2026
Q2 		$4.13M Sell
35,164
-3,368
-9% -$374K 1.74% 14
2026
Q1 		$3.88M Sell
38,532
-88
-0.2% -$9.04K 1.69% 15
2025
Q4 		$3.74M Buy
38,620
+1,374
+4% +$132K 1.61% 14
2025
Q3 		$3.57M Buy
37,246
+616
+2% +$58K 1.6% 16
2025
Q2 		$3.41M Sell
36,630
-1,383
-4% -$118K 1.64% 16
2025
Q1 		$3.17M Buy
38,013
+926
+2% +$83.4K 1.63% 15
2024
Q4 		$3.37M Buy
37,087
+1,374
+4% +$129K 1.6% 17
2024
Q3 		$3.27M Buy
35,713
+2,275
+7% +$203K 1.56% 18
2024
Q2 		$2.95M Sell
33,438
-810
-2% -$71.6K 1.52% 18
2024
Q1 		$3.13M Buy
34,248
+1,262
+4% +$105K 1.77% 16
2023
Q4 		$2.61M Buy
32,986
+305
+0.9% +$22.4K 1.6% 16
2023
Q3 		$2.36M Buy
32,681
+645
+2% +$48.6K 1.61% 15
2023
Q2 		$2.4M Sell
32,036
-238
-0.7% -$17K 1.48% 16
2023
Q1 		$2.31M Sell
32,274
-2,089
-6% -$149K 1.51% 15
2022
Q4 		$2.35M Buy
34,363
+684
+2% +$47K 1.62% 13
2022
Q3 		$2.42M Buy
33,679
+609
+2% +$42K 1.6% 12
2022
Q2 		$2.11M Buy
33,070
+1,178
+4% +$82.7K 1.43% 14
2022
Q1 		$2.46M Buy
31,892
+3,475
+12% +$269K 1.51% 11
2021
Q4 		$2.42M Buy
+28,417
New +$2.38M 1.46% 15

Other funds holding IJK

IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return
PNFS
PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $508M AUM 11.76% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $480M AUM 15.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Trail Ridge Investment Advisors's IJK Position: Q3 2026 in Review

Trail Ridge Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.6% in Q3 2026, buying an estimated $104K and bringing the position to 36,084 shares worth $3.96M. The position accounts for 1.67% of the portfolio, ranked #14.

Trail Ridge Investment Advisors first reported a position in IJK in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.13M in Q2 2026. 136 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • Trail Ridge Investment Advisors held 36,084 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.96M as of Q3 2026.
  • Trail Ridge Investment Advisors bought 920 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $104K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 1.67% of Trail Ridge Investment Advisors's portfolio in Q3 2026, its #14 holding.
  • Trail Ridge Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Trail Ridge Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.13M in Q2 2026.
  • 136 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.