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United Capital Financial Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

United Capital Financial 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 		$663K Sell
6,596
-120
-2% -$12.3K ﹤0.01% 932
2025
Q4 		$651K Buy
6,716
+681
+11% +$65.6K ﹤0.01% 872
2025
Q3 		$579K Buy
6,035
+463
+8% +$43.6K ﹤0.01% 820
2025
Q2 		$507K Hold
5,572
– – ﹤0.01% 776
2025
Q1 		$464K Sell
5,572
-288
-5% -$25.9K ﹤0.01% 768
2024
Q4 		$533K Buy
5,860
+1,089
+23% +$103K ﹤0.01% 721
2024
Q3 		$439K Sell
4,771
-957
-17% -$85.6K ﹤0.01% 758
2024
Q2 		$505K Sell
5,728
-597
-9% -$52.8K ﹤0.01% 711
2024
Q1 		$577K Sell
6,325
-6
-0.1% -$500 ﹤0.01% 699
2023
Q4 		$502K Sell
6,331
-56,215
-90% -$4.12M ﹤0.01% 723
2023
Q3 		$4.52M Sell
62,546
-658
-1% -$49.6K 0.03% 313
2023
Q2 		$4.74M Sell
63,204
-218
-0.3% -$15.6K 0.03% 322
2023
Q1 		$4.54M Buy
63,422
+58
+0.1% +$4.14K 0.03% 331
2022
Q4 		$4.33M Sell
63,364
-1,466
-2% -$101K 0.02% 351
2022
Q3 		$4.09M Sell
64,830
-4,845
-7% -$334K 0.02% 352
2022
Q2 		$4.44M Sell
69,675
-89
-0.1% -$6.25K 0.02% 352
2022
Q1 		$5.39M Buy
69,764
+405
+0.6% +$31.3K 0.03% 358
2021
Q4 		$5.91M Buy
69,359
+292
+0.4% +$24.5K 0.03% 351
2021
Q3 		$5.47M Sell
69,067
-747
-1% -$60.6K 0.03% 365
2021
Q2 		$5.65M Buy
69,814
+340
+0.5% +$27.3K 0.03% 361
2021
Q1 		$5.45M Buy
69,474
+1,000
+1% +$77K 0.03% 349
2020
Q4 		$4.95M Sell
68,474
-10,006
-13% -$667K 0.03% 355
2020
Q3 		$4.69M Sell
78,480
-2,324
-3% -$138K 0.03% 354
2020
Q2 		$4.53M Sell
80,804
-23,736
-23% -$1.23M 0.03% 377
2020
Q1 		$4.66M Buy
104,540
+3,264
+3% +$180K 0.04% 349
2019
Q4 		$6.03M Buy
101,276
+7,956
+9% +$456K 0.04% 392
2019
Q3 		$5.22M Sell
93,320
-5,476
-6% -$308K 0.04% 401
2019
Q2 		$5.59M Sell
98,796
-1,424
-1% -$79K 0.04% 400
2019
Q1 		$5.49M Sell
100,220
-752
-0.7% -$39.7K 0.04% 397
2018
Q4 		$4.83M Sell
100,972
-11,384
-10% -$596K 0.04% 386
2018
Q3 		$6.54M Buy
112,356
+4,128
+4% +$240K 0.05% 384
2018
Q2 		$6.08M Buy
108,228
+1,944
+2% +$109K 0.05% 379
2018
Q1 		$5.8M Buy
106,284
+3,848
+4% +$213K 0.04% 388
2017
Q4 		$5.56M Buy
102,436
+3,152
+3% +$166K 0.04% 389
2017
Q3 		$5.02M Buy
99,284
+212
+0.2% +$10.4K 0.04% 395
2017
Q2 		$4.87M Sell
99,072
-96
-0.1% -$4.67K 0.04% 380
2017
Q1 		$4.73M Sell
99,168
-3,020
-3% -$142K 0.04% 372
2016
Q4 		$4.66M Buy
102,188
+4,212
+4% +$185K 0.05% 380
2016
Q3 		$4.28M Sell
97,976
-144
-0.1% -$6.32K 0.04% 414
2016
Q2 		$4.15M Buy
98,120
+4,840
+5% +$201K 0.04% 396
2016
Q1 		$3.79M Sell
93,280
-492
-0.5% -$18.8K 0.04% 392
2015
Q4 		$3.77M Buy
93,772
+4,148
+5% +$170K 0.04% 399
2015
Q3 		$3.52M Sell
89,624
-13,808
-13% -$576K 0.04% 394
2015
Q2 		$4.38M Sell
103,432
-2,964
-3% -$127K 0.05% 371
2015
Q1 		$4.45M Buy
106,396
+11,156
+12% +$462K 0.05% 362
2014
Q4 		$3.8M Buy
95,240
+13,396
+16% +$520K 0.06% 305
2014
Q3 		$3.1M Sell
81,844
-5,780
-7% -$224K 0.05% 329
2014
Q2 		$3.44M Buy
87,624
+100
+0.1% +$3.78K 0.06% 294
2014
Q1 		$3.35M Buy
87,524
+3,820
+5% +$144K 0.07% 271
2013
Q4 		$3.14M Buy
+83,704
New +$3.02M 0.11% 187
2013
Q3 		– Sell
-87,468
Closed -$2.82M – 712
2013
Q2 		$2.82M Buy
+87,468
New +$2.84M 0.07% 262

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

United Capital Financial Advisors's IJK Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.8% in Q1 2026, selling an estimated $12.3K and leaving 6,596 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

United Capital Financial Advisors first reported a position in IJK in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.54M in Q3 2018. 933 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • United Capital Financial Advisors held 6,596 shares of iShares S&P Mid-Cap 400 Growth ETF worth $663K as of Q1 2026.
  • United Capital Financial Advisors sold 120 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $12.3K.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #932 holding.
  • United Capital Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • United Capital Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.54M in Q3 2018.
  • 933 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.