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Saxon Interests’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Saxon Interests’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$804K Sell
4,503
-59
-1% -$9.56K 0.22% 99
2026
Q1 		$660K Sell
4,562
-83
-2% -$12.3K 0.23% 119
2025
Q4 		$656K Buy
4,645
+837
+22% +$118K 0.23% 96
2025
Q3 		$537K Buy
3,808
+919
+32% +$127K 0.21% 98
2025
Q2 		$360K Hold
2,889
– – 0.17% 126
2025
Q1 		$360K Sell
2,889
-114
-4% -$15.2K 0.17% 126
2024
Q4 		$407K Sell
3,003
-46
-2% -$6.51K 0.18% 117
2024
Q3 		$425K Buy
3,049
+118
+4% +$15.9K 0.19% 113
2024
Q2 		$376K Sell
2,931
-600
-17% -$76.7K 0.18% 120
2024
Q1 		$462K Buy
3,531
+1,478
+72% +$184K 0.22% 103
2023
Q4 		$257K Buy
+2,053
New +$230K 0.13% 153
2023
Q3 		– Sell
-2,463
Closed -$283K – 118
2023
Q2 		$283K Sell
2,463
-416
-14% -$45.4K 0.15% 136
2023
Q1 		$317K Sell
2,879
-2,153
-43% -$243K 0.18% 131
2022
Q4 		$553K Buy
+5,032
New +$553K 0.32% 87

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Saxon Interests's IJT Position: Q2 2026 in Review

Saxon Interests reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 1.3% in Q2 2026, selling an estimated $9.56K and leaving 4,503 shares worth $804K. The position accounts for 0.22% of the portfolio, ranked #99.

Saxon Interests first reported a position in IJT in Q4 2022 and has held it in 14 quarters since. 817 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • Saxon Interests held 4,503 shares of iShares S&P Small-Cap 600 Growth ETF worth $804K as of Q2 2026.
  • Saxon Interests sold 59 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $9.56K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.22% of Saxon Interests's portfolio in Q2 2026, its #99 holding.
  • Saxon Interests first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • 817 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.