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

World 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 Q1	$5.91M	Buy	58,736 +8,920	+18%	+$916K	0.1%	229
2025 Q4	$4.83M	Sell	49,816 -11,844	-19%	-$1.14M	0.08%	271
2025 Q3	$5.91M	Sell	61,660 -424,257	-87%	-$40M	0.12%	186
2025 Q2	$44.2M	Buy	485,917 +452,391	+1,349%	+$38.7M	1%	13
2025 Q1	$2.79M	Sell	33,526 -380,631	-92%	-$34.3M	0.07%	292
2024 Q4	$37.7M	Buy	414,157 +387,238	+1,439%	+$36.5M	1.03%	14
2024 Q3	$2.47M	Sell	26,919 -10,975	-29%	-$981K	0.08%	267
2024 Q2	$20.7M	Sell	37,894 -263,522	-87%	-$23.3M	1.29%	12
2024 Q1	$27.5M	Sell	301,416 -95,278	-24%	-$7.95M	3.94%	3
2023 Q4	$31.4M	Buy	396,694 +344,235	+656%	+$25.3M	4.08%	3
2023 Q3	$3.8M	Sell	52,459 -301,021	-85%	-$22.7M	0.75%	28
2023 Q2	$26.5M	Buy	353,480 +11,680	+3%	+$834K	5.13%	3
2023 Q1	$24.4M	Buy	341,800 +310,230	+983%	+$22.2M	5.09%	3
2022 Q4	$2.16M	Sell	31,570 -327,706	-91%	-$22.5M	0.49%	42
2022 Q3	$22.6M	Buy	359,276 +10,223	+3%	+$706K	5.38%	2
2022 Q2	$25.1M	Buy	349,053 +323,344	+1,258%	+$22.7M	5.28%	4
2022 Q1	$1.99M	Sell	25,709 -299	-1%	-$23.1K	0.41%	47
2021 Q4	$2.03M	Sell	26,008 -324,050	-93%	-$27.2M	0.42%	48
2021 Q3	$27.7M	Buy	350,058 +9,202	+3%	+$747K	6.27%	2
2021 Q2	$27.6M	Sell	340,856 -36,133	-10%	-$2.9M	6.31%	2
2021 Q1	$29.4M	Buy	376,989 +352,061	+1,412%	+$27.1M	7.08%	3
2020 Q4	$1.99M	Sell	24,928 -297,808	-92%	-$19.9M	0.51%	40
2020 Q3	$19.3M	Buy	322,736 +6,164	+2%	+$367K	6.61%	3
2020 Q2	$19.6M	Buy	316,572 +27,340	+9%	+$1.42M	6.84%	3
2020 Q1	$12.9M	Buy	289,232 +31,604	+12%	+$1.74M	5.99%	4
2019 Q4	$15.3M	Buy	257,628 +251,068	+3,827%	+$14.4M	5.98%	4
2019 Q3	$367K	Sell	6,560 -377,508	-98%	-$21.2M	0.16%	79
2019 Q2	$21.1M	Buy	384,068 +28,352	+8%	+$1.57M	9.29%	2
2019 Q1	$19.5M	Buy	355,716 +348,044	+4,537%	+$18.4M	8.87%	2
2018 Q4	$405K	Buy	+7,672	New	+$402K	0.18%	79

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

World Investment Advisors's IJK Position: Q1 2026 in Review

World Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 18% in Q1 2026, buying an estimated $916K and bringing the position to 58,736 shares worth $5.91M. The position accounts for 0.1% of the portfolio, ranked #229.

World Investment Advisors first reported a position in IJK in Q4 2018 and has held it in 30 quarters since. The position peaked at $44.2M in Q2 2025. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

World Investment Advisors held 58,736 shares of iShares S&P Mid-Cap 400 Growth ETF worth $5.91M as of Q1 2026.
World Investment Advisors bought 8,920 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $916K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of World Investment Advisors's portfolio in Q1 2026, its #229 holding.
World Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 30 quarters since.
World Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $44.2M in Q2 2025.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.