DT Investment Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

DT Investment Partners’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	$2.72M	Buy	23,118 +20,718	+863%	+$2.3M	0.2%	53
2026 Q1	$241K	Hold	2,400	–	–	0.02%	134
2025 Q4	$233K	Hold	2,400	–	–	0.02%	139
2025 Q3	$230K	Sell	2,400 -120	-5%	-$11.3K	0.02%	130
2025 Q2	$229K	Hold	2,520	–	–	0.02%	139
2025 Q1	$210K	Hold	2,520	–	–	0.02%	139
2024 Q4	$229K	Hold	2,520	–	–	0.02%	136
2024 Q3	$232K	Hold	2,520	–	–	0.02%	138
2024 Q2	$222K	Hold	2,520	–	–	0.02%	136
2024 Q1	$230K	Hold	2,520	–	–	0.02%	124
2023 Q4	$202K	Buy	2,520 +2,400	+2,000%	+$176K	0.02%	132
2023 Q3	$8.67K	Hold	120	–	–	﹤0.01%	329
2023 Q2	$9.32K	Hold	120	–	–	﹤0.01%	330
2023 Q1	$8.56K	Buy	+120	New	+$8.57K	﹤0.01%	340

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

DT Investment Partners's IJK Position: Q2 2026 in Review

DT Investment Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 863% in Q2 2026, buying an estimated $2.3M and bringing the position to 23,118 shares worth $2.72M. The position accounts for 0.2% of the portfolio, ranked #53.

DT Investment Partners first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

DT Investment Partners held 23,118 shares of iShares S&P Mid-Cap 400 Growth ETF worth $2.72M as of Q2 2026.
DT Investment Partners bought 20,718 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $2.3M.
iShares S&P Mid-Cap 400 Growth ETF made up 0.2% of DT Investment Partners's portfolio in Q2 2026, its #53 holding.
DT Investment Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.