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DDFG Inc’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

DDFG Inc’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
Q3 		$11.5M Buy
104,776
+2,104
+2% +$239K 2.26% 16
2026
Q2 		$12.1M Buy
102,672
+2,699
+3% +$300K 2.4% 16
2026
Q1 		$10.1M Buy
99,973
+24,025
+32% +$2.47M 2.17% 17
2025
Q4 		$7.36M Buy
75,948
+1,053
+1% +$101K 1.61% 19
2025
Q3 		$7.18M Buy
74,895
+14,318
+24% +$1.35M 1.66% 18
2025
Q2 		$5.51M Buy
60,577
+2,015
+3% +$173K 1.39% 20
2025
Q1 		$4.88M Buy
58,562
+24,013
+70% +$2.16M 1.35% 20
2024
Q4 		$3.14M Buy
34,549
+101
+0.3% +$9.5K 0.91% 21
2024
Q3 		$3.17M Sell
34,448
-593
-2% -$53K 0.9% 21
2024
Q2 		$3.09M Sell
35,041
-727
-2% -$64.3K 0.95% 20
2024
Q1 		$3.26M Sell
35,768
-28,381
-44% -$2.37M 1.04% 20
2023
Q4 		$5.08M Sell
64,149
-373
-0.6% -$27.4K 1.72% 17
2023
Q3 		$4.66M Sell
64,522
-18,331
-22% -$1.38M 1.72% 15
2023
Q2 		$6.21M Buy
82,853
+543
+0.7% +$38.8K 2.29% 14
2023
Q1 		$5.89M Sell
82,310
-1,262
-2% -$90.1K 2.29% 14
2022
Q4 		$5.71M Buy
+83,572
New +$5.74M 2.36% 14

Other funds holding IJK

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Kozak & Associates
Kozak & Associates Highlands Ranch, Colorado $553M AUM 17.51% 1-Year Est. Return
Capital Advisors Ltd
Capital Advisors Ltd Shaker Heights, Ohio $987M AUM 13.52% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

DDFG Inc's IJK Position: Q3 2026 in Review

DDFG Inc increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2% in Q3 2026, buying an estimated $239K and bringing the position to 104,776 shares worth $11.5M. The position accounts for 2.26% of the portfolio, ranked #16.

DDFG Inc first reported a position in IJK in Q4 2022 and has held it in 16 quarters since. The position peaked at $12.1M in Q2 2026. 445 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

  • DDFG Inc held 104,776 shares of iShares S&P Mid-Cap 400 Growth ETF worth $11.5M as of Q3 2026.
  • DDFG Inc bought 2,104 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2026, an estimated $239K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 2.26% of DDFG Inc's portfolio in Q3 2026, its #16 holding.
  • DDFG Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • DDFG Inc's iShares S&P Mid-Cap 400 Growth ETF position peaked at $12.1M in Q2 2026.
  • 445 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.