David Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
Other funds holding IJK
David Wealth Management's IJK Position: Q2 2025 in Review
David Wealth Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 13% in Q2 2025, buying an estimated $31K and bringing the position to 3,202 shares worth $291K. The position accounts for 0.22% of the portfolio, ranked #42.
David Wealth Management first reported a position in IJK in Q4 2024 and has held it in 3 quarters since. 868 funds tracked by Wall St. Rank hold IJK as of Q2 2025.
- David Wealth Management held 3,202 shares of iShares S&P Mid-Cap 400 Growth ETF worth $291K as of Q2 2025.
- David Wealth Management bought 362 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $31K.
- iShares S&P Mid-Cap 400 Growth ETF made up 0.22% of David Wealth Management's portfolio in Q2 2025, its #42 holding.
- David Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 3 quarters since.
- 868 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2025.
Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.