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 Q2	$423K	Hold	3,602	–	–	0.07%	180
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Delta Investment Management's IJK Position: Q2 2026 in Review

Delta Investment Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,602 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #180.

Delta Investment Management first reported a position in IJK in Q3 2022 and has held it in 16 quarters since. The position peaked at $434K in Q3 2024. 993 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Delta Investment Management held 3,602 shares of iShares S&P Mid-Cap 400 Growth ETF worth $423K as of Q2 2026.
Delta Investment Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.07% of Delta Investment Management's portfolio in Q2 2026, its #180 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 16 quarters since.
Delta Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $434K in Q3 2024.
993 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.