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

Vicus Capital’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
Q2 		$1.31M Sell
11,123
-2,169
-16% -$241K 0.08% 111
2026
Q1 		$1.34M Sell
13,292
-1,132
-8% -$116K 0.1% 99
2025
Q4 		$1.4M Buy
14,424
+175
+1% +$16.9K 0.1% 94
2025
Q3 		$1.37M Buy
14,249
+335
+2% +$31.6K 0.1% 99
2025
Q2 		$1.27M Buy
13,914
+1,827
+15% +$156K 0.11% 85
2025
Q1 		$1.01M Sell
12,087
-4,546
-27% -$410K 0.09% 89
2024
Q4 		$1.51M Sell
16,633
-282
-2% -$26.6K 0.13% 77
2024
Q3 		$1.56M Buy
16,915
+241
+1% +$21.6K 0.14% 77
2024
Q2 		$1.47M Buy
16,674
+827
+5% +$73.1K 0.13% 80
2024
Q1 		$1.45M Buy
15,847
+2,053
+15% +$171K 0.13% 79
2023
Q4 		$1.09M Sell
13,794
-27
-0.2% -$1.98K 0.11% 83
2023
Q3 		$998K Buy
13,821
+261
+2% +$19.7K 0.1% 91
2023
Q2 		$1.02M Sell
13,560
-906
-6% -$64.7K 0.11% 89
2023
Q1 		$1.03M Sell
14,466
-1,831
-11% -$131K 0.11% 85
2022
Q4 		$1.11M Buy
16,297
+7,629
+88% +$524K 0.13% 84
2022
Q3 		$546K Buy
8,668
+1,775
+26% +$123K 0.06% 131
2022
Q2 		$439K Buy
+6,893
New +$484K 0.05% 150
2016
Q3 		– Sell
-11,484
Closed -$485K – 221
2016
Q2 		$485K Sell
11,484
-1,772
-13% -$73.4K 0.12% 122
2016
Q1 		$539K Sell
13,256
-99,332
-88% -$3.79M 0.12% 109
2015
Q4 		$4.53M Buy
112,588
+1,108
+1% +$45.3K 1.15% 28
2015
Q3 		$4.38M Buy
111,480
+2,752
+3% +$115K 1.16% 30
2015
Q2 		$4.61M Buy
+108,728
New +$4.66M 1.2% 30
2014
Q2 		– Sell
-20,708
Closed -$792K – 167
2014
Q1 		$792K Buy
+20,708
New +$780K 0.27% 69

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Vicus Capital's IJK Position: Q2 2026 in Review

Vicus Capital reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 16% in Q2 2026, selling an estimated $241K and leaving 11,123 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #111.

Vicus Capital first reported a position in IJK in Q1 2014 and has held it in 23 quarters since. The position peaked at $4.61M in Q2 2015. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Vicus Capital held 11,123 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.31M as of Q2 2026.
  • Vicus Capital sold 2,169 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $241K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Vicus Capital's portfolio in Q2 2026, its #111 holding.
  • Vicus Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2014 and has held it in 23 quarters since.
  • Vicus Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.61M in Q2 2015.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.