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

Dana 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
Q2 		$1.63M Sell
13,902
-1,925
-12% -$214K 0.04% 368
2026
Q1 		$1.59M Buy
15,827
+94
+0.6% +$9.66K 0.05% 344
2025
Q4 		$1.52M Sell
15,733
-2,899
-16% -$279K 0.04% 353
2025
Q3 		$1.79M Buy
18,632
+1,013
+6% +$95.4K 0.05% 314
2025
Q2 		$1.6M Sell
17,619
-1,811
-9% -$155K 0.05% 323
2025
Q1 		$1.62M Sell
19,430
-4,287
-18% -$386K 0.06% 307
2024
Q4 		$2.16M Buy
23,717
+4,092
+21% +$385K 0.07% 281
2024
Q3 		$1.8M Buy
19,625
+3,715
+23% +$332K 0.06% 307
2024
Q2 		$1.4M Buy
15,910
+8
+0.1% +$707 0.05% 342
2024
Q1 		$1.45M Buy
15,902
+745
+5% +$62.1K 0.05% 334
2023
Q4 		$1.2M Buy
15,157
+2,701
+22% +$198K 0.06% 230
2023
Q3 		$900K Buy
12,456
+257
+2% +$19.4K 0.05% 244
2023
Q2 		$915K Sell
12,199
-82
-0.7% -$5.86K 0.05% 241
2023
Q1 		$878K Buy
12,281
+1,461
+14% +$104K 0.04% 250
2022
Q4 		$739K Sell
10,820
-18
-0.2% -$1.24K 0.04% 266
2022
Q3 		$683K Sell
10,838
-20
-0.2% -$1.38K 0.04% 266
2022
Q2 		$692K Sell
10,858
-4,911
-31% -$345K 0.04% 274
2022
Q1 		$1.22M Sell
15,769
-4,932
-24% -$381K 0.06% 200
2021
Q4 		$1.76M Hold
20,701
– – 0.08% 158
2021
Q3 		$1.64M Buy
20,701
+3,167
+18% +$257K 0.07% 167
2021
Q2 		$1.42M Sell
17,534
-3,079
-15% -$247K 0.06% 190
2021
Q1 		$1.61M Buy
20,613
+1,638
+9% +$126K 0.07% 169
2020
Q4 		$1.37M Buy
18,975
+555
+3% +$37K 0.07% 188
2020
Q3 		$1.1M Sell
18,420
-1,156
-6% -$68.8K 0.06% 192
2020
Q2 		$1.1M Sell
19,576
-8,948
-31% -$465K 0.06% 192
2020
Q1 		$1.27M Buy
28,524
+16,016
+128% +$881K 0.08% 143
2019
Q4 		$745K Sell
12,508
-328
-3% -$18.8K 0.04% 209
2019
Q3 		$718K Sell
12,836
-512
-4% -$28.8K 0.04% 199
2019
Q2 		$755K Sell
13,348
-9,788
-42% -$543K 0.04% 201
2019
Q1 		$1.27M Hold
23,136
– – 0.06% 199
2018
Q4 		$1.11M Sell
23,136
-1,412
-6% -$73.9K 0.06% 199
2018
Q3 		$1.43M Buy
24,548
+408
+2% +$23.7K 0.06% 204
2018
Q2 		$1.36M Buy
24,140
+688
+3% +$38.5K 0.06% 201
2018
Q1 		$1.28M Sell
23,452
-9,424
-29% -$521K 0.06% 199
2017
Q4 		$1.77M Sell
32,876
-2,336
-7% -$123K 0.08% 191
2017
Q3 		$1.78M Buy
35,212
+2,184
+7% +$108K 0.08% 193
2017
Q2 		$1.62M Buy
33,028
+1,284
+4% +$62.4K 0.08% 201
2017
Q1 		$1.51M Buy
31,744
+1,188
+4% +$56K 0.07% 210
2016
Q4 		$1.39M Buy
30,556
+4,632
+18% +$204K 0.07% 212
2016
Q3 		$1.13M Sell
25,924
-4,268
-14% -$187K 0.05% 206
2016
Q2 		$1.28M Sell
30,192
-924
-3% -$38.3K 0.06% 199
2016
Q1 		$1.26M Buy
31,116
+26,108
+521% +$997K 0.06% 189
2015
Q4 		$1.25M Sell
5,008
-26,480
-84% -$1.08M 0.06% 190
2015
Q3 		$1.24M Buy
31,488
+68
+0.2% +$2.84K 0.06% 174
2015
Q2 		$1.33M Hold
31,420
– – 0.06% 190
2015
Q1 		$1.35M Buy
31,420
+3,728
+13% +$154K 0.07% 146
2014
Q4 		$1.1M Buy
27,692
+12,648
+84% +$491K 0.04% 175
2014
Q3 		$570K Hold
15,044
– – 0.03% 211
2014
Q2 		$591K Sell
15,044
-540
-3% -$20.4K 0.03% 211
2014
Q1 		$596K Buy
15,584
+1,076
+7% +$40.5K 0.04% 208
2013
Q4 		$545K Sell
14,508
-1,872
-11% -$67.5K 0.04% 220
2013
Q3 		$570K Hold
16,380
– – 0.04% 168
2013
Q2 		$528K Buy
+16,380
New +$532K 0.04% 172

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

Dana Investment Advisors's IJK Position: Q2 2026 in Review

Dana Investment Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 12% in Q2 2026, selling an estimated $214K and leaving 13,902 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #368.

Dana Investment Advisors first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.16M in Q4 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Dana Investment Advisors held 13,902 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.63M as of Q2 2026.
  • Dana Investment Advisors sold 1,925 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $214K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.04% of Dana Investment Advisors's portfolio in Q2 2026, its #368 holding.
  • Dana Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Dana Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.16M in Q4 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.