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

Destination Wealth 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	$485K	Buy	+4,819	New	+$495K	0.01%	209
2019 Q3	–	Sell	-1,380	Closed	-$78K	–	303
2019 Q2	$78K	Hold	1,380	–	–	﹤0.01%	217
2019 Q1	$76K	Sell	1,380 -140	-9%	-$7.39K	﹤0.01%	215
2018 Q4	$73K	Hold	1,520	–	–	﹤0.01%	215
2018 Q3	$89K	Buy	1,520 +108	+8%	+$6.27K	0.01%	215
2018 Q2	$79K	Buy	1,412 +232	+20%	+$13K	﹤0.01%	214
2018 Q1	$64K	Buy	+1,180	New	+$65.2K	﹤0.01%	225
2016 Q2	–	Sell	-14,148	Closed	-$569K	–	155
2016 Q1	$569K	Hold	14,148	–	–	0.05%	94
2015 Q4	$569K	Buy	14,148 +5,488	+63%	+$225K	0.05%	94
2015 Q3	$340K	Sell	8,660 -82,980	-91%	-$3.46M	0.04%	102
2015 Q2	$3.88M	Buy	+91,640	New	+$3.92M	0.26%	72

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 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

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

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

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

Destination Wealth Management's IJK Position: Q1 2026 in Review

Destination Wealth Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2026: 4,819 shares worth $485K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Destination Wealth Management previously reported a position in IJK as recently as Q2 2019.

Destination Wealth Management first reported a position in IJK in Q2 2015 and has held it in 11 quarters since. The position peaked at $3.88M in Q2 2015. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Destination Wealth Management held 4,819 shares of iShares S&P Mid-Cap 400 Growth ETF worth $485K as of Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF was a new Destination Wealth Management position in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #209 holding.
Destination Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2015 and has held it in 11 quarters since.
Destination Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.88M in Q2 2015.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.