DQRIM
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Dale Q Rice Investment Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Dale Q Rice Investment Management’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
2025
Q2 		– Sell
-6,890
Closed -$574K – 75
2025
Q1 		$574K Hold
6,890
– – 0.3% 49
2024
Q4 		$627K Buy
+6,890
New +$649K 0.28% 44

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dale Q Rice Investment Management's IJK Position: Q2 2025 in Review

Dale Q Rice Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2025, closing a stake of 6,890 shares — an estimated $574K sold.

Dale Q Rice Investment Management first reported a position in IJK in Q4 2024 and held it in 2 quarters. The position peaked at $627K in Q4 2024. 868 funds tracked by Wall St. Rank hold IJK as of Q2 2025.

  • Dale Q Rice Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Dale Q Rice Investment Management sold 6,890 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $574K.
  • Dale Q Rice Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Dale Q Rice Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $627K in Q4 2024.
  • 868 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.