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

DSG Capital 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	$892K	Hold	7,852	–	–	0.13%	81
2026 Q1	$790K	Hold	7,852	–	–	0.13%	82
2025 Q4	$814K	Buy	+7,852	New	+$756K	0.12%	81
2025 Q3	–	Sell	-7,852	Closed	-$714K	–	127
2025 Q2	$714K	Hold	7,852	–	–	0.13%	84
2025 Q1	$654K	Hold	7,852	–	–	0.13%	86
2024 Q4	$714K	Buy	+7,852	New	+$739K	0.13%	81

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

DSG Capital Advisors's IJK Position: Q2 2026 in Review

DSG Capital Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 7,852 shares worth $892K. The position accounts for 0.13% of the portfolio, ranked #81.

DSG Capital Advisors first reported a position in IJK in Q4 2024 and has held it in 6 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

DSG Capital Advisors held 7,852 shares of iShares S&P Mid-Cap 400 Growth ETF worth $892K as of Q2 2026.
DSG Capital 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 0.13% of DSG Capital Advisors's portfolio in Q2 2026, its #81 holding.
DSG Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 6 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.