Saxon Interests’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Saxon Interests’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Sell	22,345 -950	-4%	-$65.9K	0.52%	44
2025 Q4	$1.54M	Sell	23,295 -1,068	-4%	-$70K	0.54%	48
2025 Q3	$1.59M	Sell	24,363 -1,145	-4%	-$73.6K	0.62%	41
2025 Q2	$1.49M	Hold	25,508	–	–	0.7%	34
2025 Q1	$1.49M	Buy	25,508 +2,392	+10%	+$149K	0.7%	34
2024 Q4	$1.44M	Sell	23,116 -6,438	-22%	-$413K	0.63%	40
2024 Q3	$1.84M	Buy	29,554 +992	+3%	+$59.8K	0.84%	29
2024 Q2	$1.67M	Sell	28,562 -1,314	-4%	-$77.2K	0.8%	34
2024 Q1	$1.81M	Sell	29,876 -354	-1%	-$20K	0.87%	33
2023 Q4	$1.68M	Buy	+30,230	New	+$1.53M	0.84%	29
2023 Q3	–	Sell	-19,360	Closed	-$1.01M	–	113
2023 Q2	$1.01M	Hold	19,360	–	–	0.54%	59
2023 Q1	$969K	Sell	19,360 -710	-4%	-$36.2K	0.55%	59
2022 Q4	$996K	Sell	20,070 -670	-3%	-$32.4K	0.57%	55
2022 Q3	$968K	Sell	20,740 -745	-3%	-$36K	0.59%	46
2022 Q2	$972K	Sell	21,485 -9,685	-31%	-$478K	0.59%	43
2022 Q1	$1.67M	Sell	31,170 -1,395	-4%	-$74.3K	0.89%	32
2021 Q4	$1.82M	Buy	+32,565	New	+$1.81M	1.03%	25

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Saxon Interests's IJH Position: Q1 2026 in Review

Saxon Interests reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.1% in Q1 2026, selling an estimated $65.9K and leaving 22,345 shares worth $1.51M. The position accounts for 0.52% of the portfolio, ranked #44.

Saxon Interests first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.84M in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Saxon Interests held 22,345 shares of iShares Core S&P Mid-Cap ETF worth $1.51M as of Q1 2026.
Saxon Interests sold 950 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $65.9K.
iShares Core S&P Mid-Cap ETF made up 0.52% of Saxon Interests's portfolio in Q1 2026, its #44 holding.
Saxon Interests first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Saxon Interests's iShares Core S&P Mid-Cap ETF position peaked at $1.84M in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.