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

Saxon Interests’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
Q1 		$476K Sell
4,734
-39
-0.8% -$4.01K 0.16% 146
2025
Q4 		$462K Buy
4,773
+4
+0.1% +$385 0.16% 124
2025
Q3 		$454K Buy
4,769
+22
+0.5% +$2.07K 0.18% 116
2025
Q2 		$395K Hold
4,747
– – 0.19% 122
2025
Q1 		$395K Buy
4,747
+199
+4% +$17.9K 0.19% 122
2024
Q4 		$414K Sell
4,548
-3
-0.1% -$283 0.18% 115
2024
Q3 		$418K Buy
4,551
+94
+2% +$8.41K 0.19% 114
2024
Q2 		$393K Sell
4,457
-10
-0.2% -$884 0.19% 118
2024
Q1 		$408K Sell
4,467
-49
-1% -$4.09K 0.19% 114
2023
Q4 		$358K Buy
+4,516
New +$331K 0.18% 127
2023
Q3 		– Sell
-4,526
Closed -$339K – 115
2023
Q2 		$339K Sell
4,526
-6
-0.1% -$428 0.18% 120
2023
Q1 		$324K Sell
4,532
-29
-0.6% -$2.07K 0.18% 128
2022
Q4 		$316K Sell
4,561
-76
-2% -$5.22K 0.18% 122
2022
Q3 		$313K Sell
4,637
-526
-10% -$36.3K 0.19% 110
2022
Q2 		$329K Buy
5,163
+4
+0.1% +$281 0.2% 107
2022
Q1 		$399K Buy
5,159
+2,541
+97% +$196K 0.21% 95
2021
Q4 		$215K Buy
+2,618
New +$220K 0.12% 114

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Saxon Interests's IJK Position: Q1 2026 in Review

Saxon Interests reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.82% in Q1 2026, selling an estimated $4.01K and leaving 4,734 shares worth $476K. The position accounts for 0.16% of the portfolio, ranked #146.

Saxon Interests first reported a position in IJK in Q4 2021 and has held it in 17 quarters since. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

  • Saxon Interests held 4,734 shares of iShares S&P Mid-Cap 400 Growth ETF worth $476K as of Q1 2026.
  • Saxon Interests sold 39 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $4.01K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.16% of Saxon Interests's portfolio in Q1 2026, its #146 holding.
  • Saxon Interests first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • 932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

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