13F

IJK ISHARES S&P MID-CAP 400 GROW

2026Q1 · CUSIP 464287606

🟡 Cooling · Breadth rolling over
Holders
929
Δ holders QoQ
+14
Breadth percentile
Top 22%
Whale holders
126
Δ whales
+2
Inst. holding value
$7.1B
New positions
84
Closed positions
70
Price momentum (1Q)
Put / Call
1/3

Breadth history (34 quarters)

2018Q1: Δ+18 · h=483 2018Q2: Δ+11 · h=494 2018Q3: Δ+6 · h=500 2018Q4: Δ+25 · h=525 2019Q1: Δ+11 · h=536 2019Q2: Δ+5 · h=541 2019Q3: Δ-9 · h=532 2019Q4: Δ+86 · h=618 2020Q1: Δ-63 · h=555 2020Q2: Δ+14 · h=569 2020Q3: Δ+16 · h=585 2020Q4: Δ+88 · h=673 2021Q1: Δ-22 · h=651 2021Q2: Δ+5 · h=656 2021Q3: Δ-8 · h=648 2021Q4: Δ+89 · h=737 2022Q1: Δ-22 · h=715 2022Q2: Δ-51 · h=664 2022Q3: Δ-18 · h=646 2022Q4: Δ+46 · h=692 2023Q1: Δ+26 · h=718 2023Q2: Δ+10 · h=728 2023Q3: Δ+7 · h=735 2023Q4: Δ+62 · h=797 2024Q1: Δ+36 · h=833 2024Q2: Δ+23 · h=856 2024Q3: Δ+20 · h=876 2024Q4: Δ+22 · h=898 2025Q1: Δ-47 · h=851 2025Q2: Δ+16 · h=867 2025Q3: Δ+13 · h=880 2025Q4: Δ+35 · h=915 2026Q1: Δ+14 · h=929 2018Q1: holders=483 2018Q2: holders=494 2018Q3: holders=500 2018Q4: holders=525 2019Q1: holders=536 2019Q2: holders=541 2019Q3: holders=532 2019Q4: holders=618 2020Q1: holders=555 2020Q2: holders=569 2020Q3: holders=585 2020Q4: holders=673 2021Q1: holders=651 2021Q2: holders=656 2021Q3: holders=648 2021Q4: holders=737 2022Q1: holders=715 2022Q2: holders=664 2022Q3: holders=646 2022Q4: holders=692 2023Q1: holders=718 2023Q2: holders=728 2023Q3: holders=735 2023Q4: holders=797 2024Q1: holders=833 2024Q2: holders=856 2024Q3: holders=876 2024Q4: holders=898 2025Q1: holders=851 2025Q2: holders=867 2025Q3: holders=880 2025Q4: holders=915 2026Q1: holders=929 -89 -44.5 +0 +44.5 +89 434705976 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 14 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 15%
2025Q2 Top 19%
2024Q3 Top 17%
2024Q2 Top 11%
2024Q1 Top 7%
2023Q4 Top 7%
2023Q1 Top 5%
2022Q4 Top 8%
2021Q4 Top 5%
2020Q4 Top 5%
2020Q3 Top 16%
2019Q4 Top 4%
2018Q4 Top 9%
2018Q1 Top 11%
Put holders / Call holders: 1 / 3