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IJK icon

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
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% +$9.51K 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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

DDFG Inc's IJK Position: Q2 2026 in Review

DDFG Inc increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.7% in Q2 2026, buying an estimated $300K and bringing the position to 102,672 shares worth $12.1M. The position accounts for 2.4% of the portfolio, ranked #16.

DDFG Inc first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 510 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • DDFG Inc held 102,672 shares of iShares S&P Mid-Cap 400 Growth ETF worth $12.1M as of Q2 2026.
  • DDFG Inc bought 2,699 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $300K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 2.4% of DDFG Inc's portfolio in Q2 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 15 quarters since.
  • 510 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.