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Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in ISHARES S&P MID-CAP 400 GROW

D.A. DAVIDSON & CO. holds 1.3M shares of IJK (ISHARES S&P MID-CAP 400 GROW), worth $147M as of 2026-Q2. The position was increased (+2.0% shares). IJK represents 0.8% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$147M

Current Shares

1.3M

Total Value Change

+$54.4M

Total Shares Change

+243,916

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+2.0%
$147M0.8%$117.50
44
2026-Q1
Increased
1.2M
+2.8%
$123.4M0.7%$105.68
44
2025-Q4
Increased
1.2M
+3.8%
$115.6M0.7%$97.97
44
2025-Q3
Increased
1.1M
+4.7%
$110.2M0.7%$95.68
44
2025-Q2
Increased
1.1M
+3.7%
$99.8M0.7%$90.51
44
2025-Q1
Increased
1.1M
+3.2%
$88.1M0.7%$82.71
43
2024-Q4
Increased
1M
+1.9%
$93.3M0.8%$90.44
43
2024-Q3
Increased
1M
+1.7%
$92.6M0.8%$91.02
43

Other major holders of IJK: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN

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