de Evercore Wealth Management iShares Core S&P Mid-Cap ETF IJH Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 11.5 M | Comprar |
149,340
+4,118
| +3% | +USD 302 k | 0.16% | 71 |
|
|
2026
Q1 | USD 9.8 M | Vender |
145,222
-7,088
| -5% | -USD 492 k | 0.15% | 75 |
|
|
2025
Q4 | USD 10.1 M | Vender |
152,310
-6,504
| -4% | -USD 426 k | 0.15% | 71 |
|
|
2025
Q3 | USD 10.4 M | Mantener |
158,814
| – | – | 0.15% | 73 |
|
|
2025
Q2 | USD 9.8 M | Vender |
158,814
-40
| -0% | -USD 2.35 k | 0.15% | 72 |
|
|
2025
Q1 | USD 9.27 M | Vender |
158,854
-11,499
| -7% | -USD 714 k | 0.15% | 69 |
|
|
2024
Q4 | USD 10.6 M | Vender |
170,353
-6,440
| -4% | -USD 413 k | 0.16% | 66 |
|
|
2024
Q3 | USD 11 M | Vender |
176,793
-2,675
| -1% | -USD 161 k | 0.17% | 65 |
|
|
2024
Q2 | USD 10.5 M | Vender |
179,468
-7,005
| -4% | -USD 412 k | 0.17% | 64 |
|
|
2024
Q1 | USD 11.3 M | Vender |
186,473
-15,587
| -8% | -USD 882 k | 0.18% | 63 |
|
|
2023
Q4 | USD 11.2 M | Vender |
202,060
-2,200
| -1% | -USD 112 k | 0.19% | 60 |
|
|
2023
Q3 | USD 10.2 M | Comprar |
204,260
+20,470
| +11% | +USD 1.07 M | 0.19% | 62 |
|
|
2023
Q2 | USD 9.6 M | Comprar |
183,790
+8,870
| +5% | +USD 441 k | 0.18% | 64 |
|
|
2023
Q1 | USD 8.75 M | Comprar |
174,920
+2,810
| +2% | +USD 143 k | 0.17% | 65 |
|
|
2022
Q4 | USD 8.33 M | Vender |
172,110
-1,265
| -0.7% | -USD 61.1 k | 0.17% | 68 |
|
|
2022
Q3 | USD 7.6 M | Vender |
173,375
-1,585
| -0.9% | -USD 76.6 k | 0.17% | 68 |
|
|
2022
Q2 | USD 7.92 M | Vender |
174,960
-5,565
| -3% | -USD 275 k | 0.17% | 66 |
|
|
2022
Q1 | USD 9.7 M | Vender |
180,525
-15,760
| -8% | -USD 839 k | 0.17% | 66 |
|
|
2021
Q4 | USD 11.1 M | Comprar |
196,285
+5,000
| +3% | +USD 278 k | 0.18% | 64 |
|
|
2021
Q3 | USD 10.1 M | Comprar |
191,285
+1,080
| +0.6% | +USD 58.1 k | 0.18% | 66 |
|
|
2021
Q2 | USD 10.2 M | Comprar |
190,205
+2,225
| +1% | +USD 120 k | 0.19% | 65 |
|
|
2021
Q1 | USD 9.8 M | Comprar |
187,980
+8,270
| +5% | +USD 413 k | 0.19% | 66 |
|
|
2020
Q4 | USD 8.26 M | Comprar |
179,710
+13,765
| +8% | +USD 580 k | 0.18% | 69 |
|
|
2020
Q3 | USD 6.15 M | Comprar |
165,945
+315
| +0.2% | +USD 11.8 k | 0.15% | 78 |
|
|
2020
Q2 | USD 5.89 M | Vender |
165,630
-34,185
| -17% | -USD 1.14 M | 0.16% | 81 |
|
|
2020
Q1 | USD 5.75 M | Comprar |
199,815
+54,590
| +38% | +USD 2.03 M | 0.19% | 69 |
|
|
2019
Q4 | USD 5.98 M | Comprar |
145,225
+90
| +0.1% | +USD 3.57 k | 0.16% | 81 |
|
|
2019
Q3 | USD 5.61 M | Comprar |
145,135
+37,500
| +35% | +USD 1.44 M | 0.16% | 82 |
|
|
2019
Q2 | USD 4.18 M | Comprar |
107,635
+37,770
| +54% | +USD 1.45 M | 0.13% | 96 |
|
|
2019
Q1 | USD 2.65 M | Comprar |
69,865
+26,340
| +61% | +USD 973 k | 0.09% | 124 |
|
|
2018
Q4 | USD 1.45 M | Vender |
43,525
-12,125
| -22% | -USD 442 k | 0.05% | 158 |
|
|
2018
Q3 | USD 2.24 M | Comprar |
55,650
+1,935
| +4% | +USD 77.8 k | 0.07% | 136 |
|
|
2018
Q2 | USD 2.09 M | Comprar |
53,715
+5,620
| +12% | +USD 217 k | 0.07% | 137 |
|
|
2018
Q1 | USD 1.8 M | Vender |
48,095
-2,535
| -5% | -USD 97 k | 0.07% | 140 |
|
|
2017
Q4 | USD 1.92 M | Comprar |
50,630
+50
| +0.1% | +USD 1.85 k | 0.07% | 141 |
|
|
2017
Q3 | USD 1.81 M | Vender |
50,580
-200
| -0.4% | -USD 6.97 k | 0.07% | 141 |
|
|
2017
Q2 | USD 1.77 M | Vender |
50,780
-225
| -0.4% | -USD 7.77 k | 0.07% | 143 |
|
|
2017
Q1 | USD 1.75 M | Comprar |
51,005
+875
| +2% | +USD 29.8 k | 0.07% | 142 |
|
|
2016
Q4 | USD 1.66 M | Vender |
50,130
-125,125
| -71% | -USD 3.97 M | 0.07% | 144 |
|
|
2016
Q3 | USD 5.42 M | Comprar |
175,255
+18,060
| +11% | +USD 558 k | 0.22% | 80 |
|
|
2016
Q2 | USD 4.7 M | Mantener |
157,195
| – | – | 0.21% | 87 |
|
|
2016
Q1 | USD 4.53 M | Vender |
157,195
-23,210
| -13% | -USD 620 k | 0.2% | 93 |
|
|
2015
Q4 | USD 5.03 M | Comprar |
180,405
+2,600
| +1% | +USD 74.3 k | 0.23% | 88 |
|
|
2015
Q3 | USD 4.86 M | Vender |
177,805
-8,850
| -5% | -USD 257 k | 0.23% | 91 |
|
|
2015
Q2 | USD 5.6 M | Vender |
186,655
-14,650
| -7% | -USD 447 k | 0.25% | 88 |
|
|
2015
Q1 | USD 6.12 M | Comprar |
201,305
+24,780
| +14% | +USD 733 k | 0.28% | 82 |
|
|
2014
Q4 | USD 5.11 M | Vender |
176,525
-23,370
| -12% | -USD 657 k | 0.25% | 88 |
|
|
2014
Q3 | USD 5.47 M | Vender |
199,895
-4,125
| -2% | -USD 116 k | 0.27% | 87 |
|
|
2014
Q2 | USD 5.84 M | Comprar |
204,020
+18,210
| +10% | +USD 500 k | 0.3% | 81 |
|
|
2014
Q1 | USD 5.11 M | Vender |
185,810
-2,525
| -1% | -USD 67.9 k | 0.29% | 85 |
|
|
2013
Q4 | USD 5.04 M | Comprar |
188,335
+3,595
| +2% | +USD 92.8 k | 0.28% | 94 |
|
|
2013
Q3 | USD 4.59 M | Comprar |
184,740
+6,285
| +4% | +USD 153 k | 0.26% | 99 |
|
|
2013
Q2 | USD 4.12 M | Comprar |
+178,455
| Nuevas | +USD 4.14 M | 0.23% | 109 |
|
Otros fondos que tienen IJH en su cartera
Posición de Evercore Wealth Management en IJH: resumen de T2 2026
Evercore Wealth Management aumentó su participación en iShares Core S&P Mid-Cap ETF (IJH) en 2.8% durante T2 2026, al comprar aproximadamente USD 302 k y elevar la posición a 149,340 acciones con un valor de USD 11.5 M. La posición representa 0.16% de la cartera y ocupa el puesto #71.
Evercore Wealth Management reportó por primera vez una posición en IJH en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 2,760 fondos que sigue Wall St. Rank mantienen una posición en IJH.
- Al cierre de T2 2026, Evercore Wealth Management tenía 149,340 acciones de iShares Core S&P Mid-Cap ETF con un valor de USD 11.5 M.
- Evercore Wealth Management compró 4,118 acciones de iShares Core S&P Mid-Cap ETF en T2 2026, por un monto estimado de USD 302 k.
- iShares Core S&P Mid-Cap ETF representó 0.16% de la cartera de Evercore Wealth Management en T2 2026 y fue su posición número 71.
- Evercore Wealth Management reportó por primera vez una posición en iShares Core S&P Mid-Cap ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 2,760 fondos que sigue Wall St. Rank tenían iShares Core S&P Mid-Cap ETF en cartera.
Según el Informe 13F de Evercore Wealth Management correspondiente a T2 2026, presentado el 14 ago 2026.