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 Q2	$566K	Hold	4,819	–	–	0.01%	210
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 $1.89T 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 22.96% 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

Destination Wealth Management's IJK Position: Q2 2026 in Review

Destination Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 4,819 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #210.

Destination Wealth Management first reported a position in IJK in Q2 2015 and has held it in 12 quarters since. The position peaked at $3.88M in Q2 2015. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Destination Wealth Management held 4,819 shares of iShares S&P Mid-Cap 400 Growth ETF worth $566K as of Q2 2026.
Destination Wealth 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 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #210 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 12 quarters since.
Destination Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $3.88M in Q2 2015.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.