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

Delta 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
2026
Q1 		$362K Sell
3,602
-36
-1% -$3.7K 0.06% 176
2025
Q4 		$352K Hold
3,638
– – 0.06% 198
2025
Q3 		$349K Buy
3,638
+1
+0% +$94 0.06% 190
2025
Q2 		$331K Sell
3,637
-1,089
-23% -$93.3K 0.06% 182
2025
Q1 		$394K Buy
4,726
+2
+0% +$180 0.08% 153
2024
Q4 		$430K Buy
4,724
+3
+0.1% +$283 0.08% 145
2024
Q3 		$434K Buy
4,721
+964
+26% +$86.2K 0.09% 135
2024
Q2 		$331K Hold
3,757
– – 0.07% 153
2024
Q1 		$343K Sell
3,757
-63
-2% -$5.25K 0.08% 154
2023
Q4 		$303K Sell
3,820
-14
-0.4% -$1.03K 0.08% 157
2023
Q3 		$277K Sell
3,834
-27
-0.7% -$2.04K 0.08% 148
2023
Q2 		$290K Hold
3,861
– – 0.08% 143
2023
Q1 		$276K Hold
3,861
– – 0.08% 151
2022
Q4 		$264K Buy
3,861
+428
+12% +$29.4K 0.09% 148
2022
Q3 		$216K Buy
+3,433
New +$237K 0.09% 153

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
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Delta Investment Management's IJK Position: Q1 2026 in Review

Delta Investment Management reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.99% in Q1 2026, selling an estimated $3.7K and leaving 3,602 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #176.

Delta Investment Management first reported a position in IJK in Q3 2022 and has held it in 15 quarters since. The position peaked at $434K in Q3 2024. 934 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Delta Investment Management held 3,602 shares of iShares S&P Mid-Cap 400 Growth ETF worth $362K as of Q1 2026.
  • Delta Investment Management sold 36 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $3.7K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Delta Investment Management's portfolio in Q1 2026, its #176 holding.
  • Delta Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and has held it in 15 quarters since.
  • Delta Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $434K in Q3 2024.
  • 934 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.