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IJK icon

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
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% -$9.63K 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

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
BBES
Buffalo Business & Estate Services Orchard Park, New York $793M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Doliver Advisors's IJK Position: Q2 2026 in Review

Doliver Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 3,980 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #132.

Doliver Advisors first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. 286 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Doliver Advisors held 3,980 shares of iShares S&P Mid-Cap 400 Growth ETF worth $468K as of Q2 2026.
  • Doliver Advisors 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 0.11% of Doliver Advisors's portfolio in Q2 2026, its #132 holding.
  • Doliver Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 286 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.