Savant Capital’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Savant Capital’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	$30.6M	Buy	260,429 +1,298	+0.5%	+$144K	0.09%	149
2026 Q1	$26.1M	Sell	259,131 -2,583	-1%	-$265K	0.13%	98
2025 Q4	$25.4M	Sell	261,714 -1,239	-0.5%	-$119K	0.14%	101
2025 Q3	$25.2M	Sell	262,953 -3,489	-1%	-$329K	0.15%	97
2025 Q2	$24.2M	Sell	266,442 -3,389	-1%	-$290K	0.17%	86
2025 Q1	$22.5M	Sell	269,831 -2,012	-0.7%	-$181K	0.19%	79
2024 Q4	$24.7M	Sell	271,843 -2,435	-0.9%	-$229K	0.19%	84
2024 Q3	$25.2M	Sell	274,278 -2,700	-1%	-$241K	0.21%	80
2024 Q2	$24.4M	Sell	276,978 -9,113	-3%	-$805K	0.24%	74
2024 Q1	$26.1M	Sell	286,091 -5,726	-2%	-$478K	0.3%	57
2023 Q4	$23.1M	Sell	291,817 -7,011	-2%	-$514K	0.3%	60
2023 Q3	$21.6M	Buy	298,828 +2,638	+0.9%	+$199K	0.32%	56
2023 Q2	$22.2M	Sell	296,190 -1,975	-0.7%	-$141K	0.35%	49
2023 Q1	$21.3M	Buy	298,165 +287,517	+2,700%	+$20.5M	0.4%	44
2022 Q4	$727K	Buy	10,648 +163	+2%	+$11.2K	0.02%	308
2022 Q3	$661K	Sell	10,485 -324	-3%	-$22.4K	0.02%	300
2022 Q2	$689K	Sell	10,809 -1	-0%	-$70	0.02%	292
2022 Q1	$835K	Hold	10,810	–	–	0.03%	272
2021 Q4	$921K	Buy	10,810 +5,024	+87%	+$421K	0.03%	245
2021 Q3	$458K	Sell	5,786 -1,572	-21%	-$128K	0.02%	346
2021 Q2	$595K	Hold	7,358	–	–	0.02%	281
2021 Q1	$577K	Buy	7,358 +474	+7%	+$36.5K	0.03%	261
2020 Q4	$497K	Sell	6,884 -600	-8%	-$40K	0.03%	269
2020 Q3	$448K	Sell	7,484 -136	-2%	-$8.09K	0.03%	268
2020 Q2	$427K	Buy	7,620 +136	+2%	+$7.06K	0.03%	265
2020 Q1	$334K	Buy	7,484 +204	+3%	+$11.2K	0.03%	274
2019 Q4	$433K	Hold	7,280	–	–	0.05%	225
2019 Q3	$407K	Hold	7,280	–	–	0.06%	216
2019 Q2	$412K	Hold	7,280	–	–	0.06%	209
2019 Q1	$399K	Sell	7,280 -252	-3%	-$13.3K	0.07%	179
2018 Q4	$360K	Buy	7,532 +3,516	+88%	+$184K	0.08%	176
2018 Q3	$234K	Buy	+4,016	New	+$233K	0.04%	263

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

Savant Capital's IJK Position: Q2 2026 in Review

Savant Capital increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.5% in Q2 2026, buying an estimated $144K and bringing the position to 260,429 shares worth $30.6M. The position accounts for 0.09% of the portfolio, ranked #149.

Savant Capital first reported a position in IJK in Q3 2018 and has held it in 32 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Savant Capital held 260,429 shares of iShares S&P Mid-Cap 400 Growth ETF worth $30.6M as of Q2 2026.
Savant Capital bought 1,298 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $144K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Savant Capital's portfolio in Q2 2026, its #149 holding.
Savant Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 32 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.