Winthrop Advisory Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Winthrop Advisory Group’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	$231K	Buy	+1,964	New	+$218K	0.02%	202
2023 Q2	–	Sell	-2,879	Closed	-$206K	–	136
2023 Q1	$206K	Buy	+2,879	New	+$206K	0.04%	117
2021 Q1	–	Sell	-9,097	Closed	-$657K	–	137
2020 Q4	$657K	Buy	+9,097	New	+$607K	0.17%	48

Other funds holding IJK

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

WPIC

White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Winthrop Advisory Group's IJK Position: Q2 2026 in Review

Winthrop Advisory Group opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,964 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: Winthrop Advisory Group previously reported a position in IJK as recently as Q1 2023.

Winthrop Advisory Group first reported a position in IJK in Q4 2020 and has held it in 3 quarters since. The position peaked at $657K in Q4 2020. 255 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Winthrop Advisory Group held 1,964 shares of iShares S&P Mid-Cap 400 Growth ETF worth $231K as of Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Winthrop Advisory Group position in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #202 holding.
Winthrop Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2020 and has held it in 3 quarters since.
Winthrop Advisory Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $657K in Q4 2020.
255 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.