Saxony Capital Management »

iShares S&P MidCap 400 Growth shares owned by Saxony Capital Management

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Saxony Capital Management from 13F filings

Historical chart of Saxony Capital Management investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Saxony Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P MidCap 400 Growth by Saxony Capital Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 1.9k 117.50
2024-12-31 $623k 6.9k 90.93
2024-09-30 $2.2M 24k 91.93
2024-06-30 $1.8M 21k 88.11

More positions owned by Saxony Capital Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Isha Secu In Etf (SECU)
Ishares Tr Core Univrsl Usd (IUSB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)

View all positions for Saxony Capital Management

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Bank of America Corporation
Sherman Porfolios
Goldman Sachs Group
Envestnet Asset Management
Pnc Financial Services
UBS Group
Pinkerton Retirement Specialists
Raymond James Financial
LPL Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Growth