U.S. Capital Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

U.S. Capital Wealth 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	$1.12M	Sell	11,108 -147	-1%	-$15.1K	0.03%	482
2025 Q4	$1.09M	Sell	11,255 -441	-4%	-$42.5K	0.03%	467
2025 Q3	$1.12M	Sell	11,696 -2,652	-18%	-$250K	0.03%	451
2025 Q2	$1.31M	Buy	14,348 +94	+0.7%	+$8.05K	0.04%	378
2025 Q1	$1.19M	Buy	14,254 +3,727	+35%	+$336K	0.04%	391
2024 Q4	$957K	Buy	10,527 +4,671	+80%	+$440K	0.03%	433
2024 Q3	$538K	Sell	5,856 -2,400	-29%	-$215K	0.02%	457
2024 Q2	$727K	Sell	8,256 -1,074	-12%	-$94.9K	0.03%	386
2024 Q1	$851K	Sell	9,330 -32,472	-78%	-$2.71M	0.03%	369
2023 Q4	$3.31M	Sell	41,802 -335	-0.8%	-$24.6K	0.13%	158
2023 Q3	$3.04M	Buy	42,137 +436	+1%	+$32.9K	0.14%	143
2023 Q2	$3.13M	Sell	41,701 -335	-0.8%	-$23.9K	0.15%	140
2023 Q1	$3.01M	Sell	42,036 -69	-0.2%	-$4.93K	0.14%	142
2022 Q4	$2.88M	Sell	42,105 -1,021	-2%	-$70.2K	0.13%	154
2022 Q3	$2.72M	Buy	43,126 +33,911	+368%	+$2.34M	0.14%	147
2022 Q2	$587K	Sell	9,215 -1,002	-10%	-$70.4K	0.03%	429
2022 Q1	$789K	Sell	10,217 -282	-3%	-$21.8K	0.03%	432
2021 Q4	$895K	Sell	10,499 -533	-5%	-$44.7K	0.04%	416
2021 Q3	$874K	Buy	+11,032	New	+$896K	0.04%	408

Other funds holding IJK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

U.S. Capital Wealth Advisors's IJK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.3% in Q1 2026, selling an estimated $15.1K and leaving 11,108 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #482.

U.S. Capital Wealth Advisors first reported a position in IJK in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.31M in Q4 2023. 937 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

U.S. Capital Wealth Advisors held 11,108 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.12M as of Q1 2026.
U.S. Capital Wealth Advisors sold 147 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $15.1K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #482 holding.
U.S. Capital Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.31M in Q4 2023.
937 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.