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

Sage 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 		$349K Sell
2,971
-50
-2% -$5.55K 0.02% 94
2026
Q1 		$304K Hold
3,021
– – 0.02% 92
2025
Q4 		$293K Buy
3,021
+72
+2% +$6.93K 0.02% 92
2025
Q3 		$283K Hold
2,949
– – 0.02% 91
2025
Q2 		$268K Hold
2,949
– – 0.02% 92
2025
Q1 		$246K Sell
2,949
-100
-3% -$9.01K 0.02% 94
2024
Q4 		$277K Hold
3,049
– – 0.02% 88
2024
Q3 		$280K Hold
3,049
– – 0.02% 93
2024
Q2 		$269K Buy
3,049
+34
+1% +$3K 0.02% 92
2024
Q1 		$275K Sell
3,015
-50
-2% -$4.17K 0.02% 93
2023
Q4 		$243K Buy
3,065
+92
+3% +$6.75K 0.02% 95
2023
Q3 		$215K Hold
2,973
– – 0.02% 98
2023
Q2 		$223K Buy
2,973
+70
+2% +$5K 0.02% 96
2023
Q1 		$208K Buy
+2,903
New +$207K 0.02% 95

Other funds holding IJK

CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
HCM
Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
WPIC
White Pine Investment Company Livonia, Michigan $469M AUM 19.3% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Sage Financial Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1.7% in Q2 2026, selling an estimated $5.55K and leaving 2,971 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #94.

Sage Financial Group first reported a position in IJK in Q1 2023 and has held it in 14 quarters since. 233 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Sage Financial Group held 2,971 shares of iShares S&P Mid-Cap 400 Growth ETF worth $349K as of Q2 2026.
  • Sage Financial Group sold 50 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $5.55K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Sage Financial Group's portfolio in Q2 2026, its #94 holding.
  • Sage Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.