Duncker Streett & Co’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Duncker Streett & Co’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 Q1	$151K	Hold	1,500	–	–	0.03%	252
2025 Q4	$145K	Hold	1,500	–	–	0.03%	249
2025 Q3	$144K	Hold	1,500	–	–	0.03%	255
2025 Q2	$136K	Sell	1,500 -80	-5%	-$6.85K	0.02%	257
2025 Q1	$132K	Hold	1,580	–	–	0.03%	251
2024 Q4	$144K	Hold	1,580	–	–	0.03%	247
2024 Q3	$145K	Hold	1,580	–	–	0.03%	254
2024 Q2	$139K	Hold	1,580	–	–	0.03%	249
2024 Q1	$144K	Hold	1,580	–	–	0.03%	246
2023 Q4	$125K	Hold	1,580	–	–	0.03%	247
2023 Q3	$114K	Hold	1,580	–	–	0.03%	245
2023 Q2	$119K	Hold	1,580	–	–	0.03%	238
2023 Q1	$113K	Hold	1,580	–	–	0.03%	235
2022 Q4	$108K	Hold	1,580	–	–	0.03%	244
2022 Q3	$100K	Hold	1,580	–	–	0.03%	250
2022 Q2	$101K	Hold	1,580	–	–	0.02%	260
2022 Q1	$122K	Hold	1,580	–	–	0.02%	257
2021 Q4	$135K	Hold	1,580	–	–	0.02%	266
2021 Q3	$125K	Hold	1,580	–	–	0.02%	269
2021 Q2	$128K	Sell	1,580 -240	-13%	-$19.3K	0.02%	268
2021 Q1	$143K	Sell	1,820 -80	-4%	-$6.16K	0.03%	259
2020 Q4	$137K	Hold	1,900	–	–	0.03%	261
2020 Q3	$114K	Hold	1,900	–	–	0.02%	262
2020 Q2	$106K	Hold	1,900	–	–	0.03%	266
2020 Q1	$85K	Sell	1,900 -800	-30%	-$44K	0.02%	288
2019 Q4	$161K	Buy	+2,700	New	+$155K	0.03%	265
2019 Q3	–	Sell	-3,804	Closed	-$215K	–	362
2019 Q2	$215K	Hold	3,804	–	–	0.05%	250
2019 Q1	$208K	Hold	3,804	–	–	0.05%	250
2018 Q4	$182K	Hold	3,804	–	–	0.05%	249
2018 Q3	$221K	Hold	3,804	–	–	0.05%	252
2018 Q2	$214K	Hold	3,804	–	–	0.05%	251
2018 Q1	$208K	Hold	3,804	–	–	0.05%	254
2017 Q4	$205K	Hold	3,804	–	–	0.05%	253
2017 Q3	$192K	Hold	3,804	–	–	0.06%	248
2017 Q2	$187K	Hold	3,804	–	–	0.06%	252
2017 Q1	$182K	Hold	3,804	–	–	0.06%	255
2016 Q4	$173K	Buy	3,804 +4	+0.1%	+$176	0.06%	254
2016 Q3	$166K	Hold	3,800	–	–	0.06%	247
2016 Q2	$161K	Hold	3,800	–	–	0.06%	247
2016 Q1	$155K	Hold	3,800	–	–	0.06%	248
2015 Q4	$153K	Sell	3,800 -140	-4%	-$5.73K	0.06%	251
2015 Q3	$155K	Hold	3,940	–	–	0.06%	254
2015 Q2	$167K	Buy	3,940 +440	+13%	+$18.8K	0.06%	261
2015 Q1	$150K	Hold	3,500	–	–	0.05%	268
2014 Q4	$140K	Hold	3,500	–	–	0.05%	277
2014 Q3	$133K	Hold	3,500	–	–	0.05%	282
2014 Q2	$137K	Hold	3,500	–	–	0.04%	292
2014 Q1	$134K	Hold	3,500	–	–	0.05%	286
2013 Q4	$131K	Hold	3,500	–	–	0.05%	279
2013 Q3	$122K	Buy	3,500 +800	+30%	+$27.2K	0.05%	274
2013 Q2	$87K	Buy	+2,700	New	+$87.6K	0.03%	305

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Duncker Streett & Co's IJK Position: Q1 2026 in Review

Duncker Streett & Co held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 1,500 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #252.

Duncker Streett & Co first reported a position in IJK in Q2 2013 and has held it in 51 quarters since. The position peaked at $221K in Q3 2018. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

Duncker Streett & Co held 1,500 shares of iShares S&P Mid-Cap 400 Growth ETF worth $151K as of Q1 2026.
Duncker Streett & Co left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Duncker Streett & Co's portfolio in Q1 2026, its #252 holding.
Duncker Streett & Co first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 51 quarters since.
Duncker Streett & Co's iShares S&P Mid-Cap 400 Growth ETF position peaked at $221K in Q3 2018.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.