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

Dover 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	$309K	Sell	3,188 -563	-15%	-$62.5K	0.13%	128
2026 Q1	$377K	Hold	3,751	–	–	0.16%	117
2025 Q4	$363K	Sell	3,751 -87	-2%	-$8.38K	0.14%	126
2025 Q3	$368K	Buy	3,838 +11	+0.3%	+$1.04K	0.15%	119
2025 Q2	$348K	Sell	3,827 -328	-8%	-$28.1K	0.15%	116
2025 Q1	$346K	Buy	4,155 +967	+30%	+$87.1K	0.15%	119
2024 Q4	$290K	Sell	3,188 -967	-23%	-$91.1K	0.17%	108
2024 Q3	$382K	Hold	4,155	–	–	0.22%	98
2024 Q2	$366K	Buy	4,155 +967	+30%	+$85.5K	0.23%	97
2024 Q1	$291K	Buy	+3,188	New	+$266K	0.2%	99

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

Dover Advisors's IJK Position: Q2 2026 in Review

Dover Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 15% in Q2 2026, selling an estimated $62.5K and leaving 3,188 shares worth $309K. The position accounts for 0.13% of the portfolio, ranked #128.

Dover Advisors first reported a position in IJK in Q1 2024 and has held it in 10 quarters since. The position peaked at $382K in Q3 2024. 992 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Dover Advisors held 3,188 shares of iShares S&P Mid-Cap 400 Growth ETF worth $309K as of Q2 2026.
Dover Advisors sold 563 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $62.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.13% of Dover Advisors's portfolio in Q2 2026, its #128 holding.
Dover Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 10 quarters since.
Dover Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $382K in Q3 2024.
992 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.