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

Saxony Capital Management’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 		$224K Buy
+1,903
New +$211K 0.1% 162
2025
Q1 		– Sell
-6,850
Closed -$623K – 130
2024
Q4 		$623K Sell
6,850
-17,527
-72% -$1.65M 0.55% 46
2024
Q3 		$2.24M Buy
24,377
+3,706
+18% +$331K 2.05% 11
2024
Q2 		$1.82M Buy
+20,671
New +$1.83M 2% 13

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

Saxony Capital Management's IJK Position: Q2 2026 in Review

Saxony Capital Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2026: 1,903 shares worth $224K. The stake represents 0.1% of the portfolio and ranks #162 among its holdings. This is a return to the name: Saxony Capital Management previously reported a position in IJK as recently as Q4 2024.

Saxony Capital Management first reported a position in IJK in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.24M in Q3 2024. 255 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Saxony Capital Management held 1,903 shares of iShares S&P Mid-Cap 400 Growth ETF worth $224K as of Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Saxony Capital Management position in Q2 2026.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.1% of Saxony Capital Management's portfolio in Q2 2026, its #162 holding.
  • Saxony Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Saxony Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.24M in Q3 2024.
  • 255 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.