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

Doliver Advisors’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 Q3	$436K	Hold	3,980	–	–	0.1%	131
2026 Q2	$468K	Hold	3,980	–	–	0.11%	132
2026 Q1	$400K	Hold	3,980	–	–	0.09%	128
2025 Q4	$386K	Sell	3,980 -100	-2%	-$9.6K	0.1%	130
2025 Q3	$391K	Hold	4,080	–	–	0.1%	130
2025 Q2	$371K	Sell	4,080 -118	-3%	-$10.1K	0.1%	128
2025 Q1	$350K	Sell	4,198 -90	-2%	-$8.11K	0.1%	123
2024 Q4	$390K	Sell	4,288 -450	-9%	-$42.4K	0.11%	116
2024 Q3	$436K	Hold	4,738	–	–	0.12%	103
2024 Q2	$417K	Sell	4,738 -100	-2%	-$8.84K	0.12%	105
2024 Q1	$441K	Sell	4,838 -648	-12%	-$54.1K	0.12%	99
2023 Q4	$435K	Hold	5,486	–	–	0.13%	100
2023 Q3	$396K	Sell	5,486 -61	-1%	-$4.6K	0.12%	103
2023 Q2	$416K	Hold	5,547	–	–	0.13%	112
2023 Q1	$397K	Buy	+5,547	New	+$396K	0.12%	105

Other funds holding IJK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Doliver Advisors's IJK Position: Q3 2026 in Review

Doliver Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 3,980 shares worth $436K. The position accounts for 0.1% of the portfolio, ranked #131.

Doliver Advisors first reported a position in IJK in Q1 2023 and has held it in 15 quarters since. The position peaked at $468K in Q2 2026. 859 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Doliver Advisors held 3,980 shares of iShares S&P Mid-Cap 400 Growth ETF worth $436K as of Q3 2026.
Doliver Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Doliver Advisors's portfolio in Q3 2026, its #131 holding.
Doliver Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 15 quarters since.
Doliver Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $468K in Q2 2026.
859 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.