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

Dentgroup’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
2025 Q4	$513K	Hold	5,294	–	–	0.35%	67
2025 Q3	$508K	Hold	5,294	–	–	0.33%	71
2025 Q2	$482K	Sell	5,294 -81	-2%	-$6.94K	0.33%	66
2025 Q1	$448K	Hold	5,375	–	–	0.34%	65
2024 Q4	$489K	Hold	5,375	–	–	0.37%	58
2024 Q3	$494K	Sell	5,375 -187	-3%	-$16.7K	0.37%	60
2024 Q2	$490K	Sell	5,562 -244	-4%	-$21.6K	0.4%	58
2024 Q1	$530K	Sell	5,806 -439	-7%	-$36.6K	0.44%	51
2023 Q4	$495K	Buy	6,245 +32	+0.5%	+$2.35K	0.44%	50
2023 Q3	$449K	Sell	6,213 -19	-0.3%	-$1.43K	0.33%	71
2023 Q2	$467K	Buy	6,232 +48	+0.8%	+$3.43K	0.34%	72
2023 Q1	$442K	Buy	6,184 +16	+0.3%	+$1.14K	0.36%	71
2022 Q4	$421K	Buy	6,168 +16	+0.3%	+$1.1K	0.36%	64
2022 Q3	$400K	Buy	6,152 +22	+0.4%	+$1.52K	0.4%	61
2022 Q2	$391K	Buy	6,130 +13	+0.2%	+$913	0.44%	57
2022 Q1	$473K	Buy	6,117 +11	+0.2%	+$850	0.46%	52
2021 Q4	$521K	Buy	+6,106	New	+$512K	0.49%	51

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dentgroup's IJK Position: Q4 2025 in Review

Dentgroup held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2025 at 5,294 shares worth $513K. The position accounts for 0.35% of the portfolio, ranked #67.

Dentgroup first reported a position in IJK in Q4 2021 and has held it in 17 quarters since. The position peaked at $530K in Q1 2024. 919 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Dentgroup held 5,294 shares of iShares S&P Mid-Cap 400 Growth ETF worth $513K as of Q4 2025.
Dentgroup left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2025.
iShares S&P Mid-Cap 400 Growth ETF made up 0.35% of Dentgroup's portfolio in Q4 2025, its #67 holding.
Dentgroup first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Dentgroup's iShares S&P Mid-Cap 400 Growth ETF position peaked at $530K in Q1 2024.
919 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.