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

Dumont & Blake Investment 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 		$3.65M Buy
31,071
+533
+2% +$59.2K 0.82% 27
2026
Q1 		$3.07M Sell
30,538
-1,135
-4% -$117K 0.77% 28
2025
Q4 		$3.07M Sell
31,673
-490
-2% -$47.2K 0.74% 25
2025
Q3 		$3.08M Buy
32,163
+98
+0.3% +$9.23K 0.75% 27
2025
Q2 		$2.92M Buy
32,065
+51
+0.2% +$4.37K 0.76% 28
2025
Q1 		$2.67M Sell
32,014
-1
-0% -$90 0.75% 29
2024
Q4 		$2.91M Sell
32,015
-169
-0.5% -$15.9K 0.78% 27
2024
Q3 		$2.96M Sell
32,184
-32,341
-50% -$2.89M 0.79% 28
2024
Q2 		$5.69M Buy
64,525
+32,938
+104% +$2.91M 0.8% 25
2024
Q1 		$2.88M Buy
31,587
+151
+0.5% +$12.6K 0.83% 25
2023
Q4 		$2.49M Sell
31,436
-201
-0.6% -$14.7K 0.77% 30
2023
Q3 		$2.29M Buy
31,637
+655
+2% +$49.4K 0.77% 34
2023
Q2 		$2.32M Buy
30,982
+218
+0.7% +$15.6K 0.76% 32
2023
Q1 		$2.2M Sell
30,764
-279
-0.9% -$19.9K 0.75% 32
2022
Q4 		$2.12M Sell
31,043
-726
-2% -$49.9K 0.75% 35
2022
Q3 		$2M Sell
31,769
-173
-0.5% -$11.9K 0.75% 34
2022
Q2 		$2.04M Sell
31,942
-19
-0.1% -$1.33K 0.67% 40
2022
Q1 		$2.47M Buy
31,961
+76
+0.2% +$5.87K 0.67% 38
2021
Q4 		$2.72M Buy
31,885
+386
+1% +$32.4K 0.71% 36
2021
Q3 		$2.49M Buy
31,499
+326
+1% +$26.5K 0.71% 35
2021
Q2 		$2.52M Buy
31,173
+448
+1% +$36K 0.72% 34
2021
Q1 		$2.41M Buy
30,725
+894
+3% +$68.9K 0.74% 34
2020
Q4 		$2.15M Buy
29,831
+211
+0.7% +$14.1K 0.74% 32
2020
Q3 		$1.77M Buy
29,620
+1,220
+4% +$72.6K 0.67% 40
2020
Q2 		$1.59M Buy
28,400
+1,120
+4% +$58.2K 0.66% 44
2020
Q1 		$1.22M Sell
27,280
-644
-2% -$35.4K 0.62% 49
2019
Q4 		$1.66M Buy
27,924
+460
+2% +$26.4K 0.65% 45
2019
Q3 		$1.54M Buy
27,464
+1,480
+6% +$83.2K 0.65% 43
2019
Q2 		$1.47M Buy
25,984
+632
+2% +$35K 0.61% 47
2019
Q1 		$1.39M Sell
25,352
-288
-1% -$15.2K 0.59% 51
2018
Q4 		$1.23M Sell
25,640
-1,820
-7% -$95.3K 0.57% 51
2018
Q3 		$1.6M Buy
27,460
+1,348
+5% +$78.3K 0.62% 44
2018
Q2 		$1.47M Sell
26,112
-46,260
-64% -$2.59M 0.62% 46
2018
Q1 		$3.95M Sell
72,372
-892
-1% -$49.3K 1.68% 9
2017
Q4 		$3.95M Buy
73,264
+560
+0.8% +$29.5K 1.6% 10
2017
Q3 		$3.68M Buy
72,704
+1,140
+2% +$56.2K 1.57% 8
2017
Q2 		$3.52M Buy
71,564
+400
+0.6% +$19.4K 1.56% 8
2017
Q1 		$3.4M Buy
71,164
+680
+1% +$32.1K 1.53% 9
2016
Q4 		$3.21M Buy
70,484
+320
+0.5% +$14.1K 1.51% 11
2016
Q3 		$3.06M Sell
70,164
-900
-1% -$39.5K 1.5% 12
2016
Q2 		$3M Buy
71,064
+1,040
+1% +$43.1K 1.51% 10
2016
Q1 		$2.85M Sell
70,024
-1,480
-2% -$56.5K 1.47% 13
2015
Q4 		$2.88M Buy
71,504
+4,120
+6% +$169K 1.47% 11
2015
Q3 		$2.65M Sell
67,384
-1,120
-2% -$46.8K 1.43% 11
2015
Q2 		$2.9M Buy
68,504
+24,520
+56% +$1.05M 1.42% 12
2015
Q1 		$1.89M Buy
43,984
+2,260
+5% +$93.6K 0.92% 29
2014
Q4 		$1.67M Buy
41,724
+900
+2% +$34.9K 0.82% 40
2014
Q3 		$1.55M Buy
40,824
+1,320
+3% +$51.1K 0.8% 41
2014
Q2 		$1.55M Buy
39,504
+280
+0.7% +$10.6K 0.78% 42
2014
Q1 		$1.5M Buy
39,224
+3,260
+9% +$123K 0.78% 42
2013
Q4 		$1.35M Sell
35,964
-8,032
-18% -$290K 0.7% 53
2013
Q3 		$1.53M Sell
43,996
-344
-0.8% -$11.7K 0.73% 44
2013
Q2 		$1.43M Buy
+44,340
New +$1.44M 0.86% 37

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Dumont & Blake Investment Advisors's IJK Position: Q2 2026 in Review

Dumont & Blake Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.7% in Q2 2026, buying an estimated $59.2K and bringing the position to 31,071 shares worth $3.65M. The position accounts for 0.82% of the portfolio, ranked #27.

Dumont & Blake Investment Advisors first reported a position in IJK in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.69M in Q2 2024. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Dumont & Blake Investment Advisors held 31,071 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.65M as of Q2 2026.
  • Dumont & Blake Investment Advisors bought 533 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $59.2K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.82% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #27 holding.
  • Dumont & Blake Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Dumont & Blake Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $5.69M in Q2 2024.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.