Oxford Financial Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Oxford Financial Group’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	$70.5K	Hold	600	–	–	﹤0.01%	263
2026 Q1	$60.4K	Hold	600	–	–	﹤0.01%	270
2025 Q4	$58.1K	Hold	600	–	–	﹤0.01%	255
2025 Q3	$57.5K	Hold	600	–	–	﹤0.01%	242
2025 Q2	$54.6K	Hold	600	–	–	﹤0.01%	230
2025 Q1	$50K	Hold	600	–	–	﹤0.01%	233
2024 Q4	$54.6K	Hold	600	–	–	﹤0.01%	270
2024 Q3	$55.2K	Buy	+600	New	+$53.7K	﹤0.01%	262

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

Oxford Financial Group's IJK Position: Q2 2026 in Review

Oxford Financial Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2026 at 600 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Oxford Financial Group first reported a position in IJK in Q3 2024 and has held it in 8 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Oxford Financial Group held 600 shares of iShares S&P Mid-Cap 400 Growth ETF worth $70.5K as of Q2 2026.
Oxford Financial Group 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 ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #263 holding.
Oxford Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2024 and has held it in 8 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.