Evanson Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.04M | Sell |
15,405
-422
| -3% | -$29.3K | 0.06% | 134 |
|
|
2025
Q4 | $1.04M | Buy |
15,827
+1
| +0% | +$66 | 0.06% | 137 |
|
|
2025
Q3 | $1.03M | Sell |
15,826
-618
| -4% | -$39.7K | 0.06% | 138 |
|
|
2025
Q2 | $1.02M | Buy |
16,444
+11
| +0.1% | +$646 | 0.06% | 135 |
|
|
2025
Q1 | $959K | Buy |
16,433
+9
| +0.1% | +$559 | 0.07% | 127 |
|
|
2024
Q4 | $1.02M | Buy |
16,424
+114
| +0.7% | +$7.31K | 0.07% | 122 |
|
|
2024
Q3 | $1.02M | Sell |
16,310
-82
| -0.5% | -$4.95K | 0.07% | 119 |
|
|
2024
Q2 | $959K | Buy |
16,392
+9
| +0.1% | +$529 | 0.07% | 120 |
|
|
2024
Q1 | $995K | Buy |
16,383
+108
| +0.7% | +$6.11K | 0.07% | 116 |
|
|
2023
Q4 | $902K | Buy |
16,275
+5
| +0% | +$254 | 0.07% | 118 |
|
|
2023
Q3 | $811K | Buy |
16,270
+95
| +0.6% | +$4.98K | 0.07% | 118 |
|
|
2023
Q2 | $846K | Buy |
16,175
+100
| +0.6% | +$4.97K | 0.08% | 117 |
|
|
2023
Q1 | $804K | Hold |
16,075
| – | – | 0.08% | 118 |
|
|
2022
Q4 | $778K | Buy |
16,075
+5
| +0% | +$242 | 0.08% | 110 |
|
|
2022
Q3 | $705K | Hold |
16,070
| – | – | 0.08% | 116 |
|
|
2022
Q2 | $727K | Sell |
16,070
-8,875
| -36% | -$438K | 0.08% | 113 |
|
|
2022
Q1 | $1.34M | Sell |
24,945
-3,665
| -13% | -$195K | 0.13% | 79 |
|
|
2021
Q4 | $1.62M | Buy |
28,610
+5
| +0% | +$278 | 0.14% | 74 |
|
|
2021
Q3 | $1.54M | Hold |
28,605
| – | – | 0.16% | 74 |
|
|
2021
Q2 | $1.54M | Hold |
28,605
| – | – | 0.16% | 73 |
|
|
2021
Q1 | $1.49M | Hold |
28,605
| – | – | 0.22% | 69 |
|
|
2020
Q4 | $1.31M | Hold |
28,605
| – | – | 0.21% | 70 |
|
|
2020
Q3 | $1.06M | Hold |
28,605
| – | – | 0.19% | 67 |
|
|
2020
Q2 | $1.02M | Buy |
28,605
+5
| +0% | +$166 | 0.2% | 67 |
|
|
2020
Q1 | $823K | Sell |
28,600
-2,465
| -8% | -$91.6K | 0.2% | 71 |
|
|
2019
Q4 | $1.28M | Sell |
31,065
-550
| -2% | -$21.8K | 0.25% | 62 |
|
|
2019
Q3 | $1.22M | Sell |
31,615
-1,250
| -4% | -$48K | 0.25% | 60 |
|
|
2019
Q2 | $1.28M | Buy |
32,865
+6,390
| +24% | +$245K | 0.26% | 60 |
|
|
2019
Q1 | $1M | Hold |
26,475
| – | – | 0.21% | 70 |
|
|
2018
Q4 | $879K | Hold |
26,475
| – | – | 0.2% | 70 |
|
|
2018
Q3 | $1.07M | Buy |
26,475
+5
| +0% | +$201 | 0.22% | 67 |
|
|
2018
Q2 | $1.03M | Sell |
26,470
-125
| -0.5% | -$4.83K | 0.2% | 70 |
|
|
2018
Q1 | $998K | Buy |
26,595
+585
| +2% | +$22.4K | 0.21% | 72 |
|
|
2017
Q4 | $987K | Buy |
26,010
+6,775
| +35% | +$251K | 0.2% | 75 |
|
|
2017
Q3 | $688K | Buy |
19,235
+6,230
| +48% | +$217K | 0.15% | 92 |
|
|
2017
Q2 | $452K | Sell |
13,005
-600
| -4% | -$20.7K | 0.1% | 124 |
|
|
2017
Q1 | $466K | Buy |
13,605
+1,395
| +11% | +$47.5K | 0.12% | 119 |
|
|
2016
Q4 | $404K | Buy |
12,210
+5
| +0% | +$159 | 0.11% | 131 |
|
|
2016
Q3 | $378K | Sell |
12,205
-5,735
| -32% | -$177K | 0.11% | 131 |
|
|
2016
Q2 | $536K | Buy |
17,940
+3,075
| +21% | +$90.2K | 0.16% | 96 |
|
|
2016
Q1 | $429K | Buy |
14,865
+2,435
| +20% | +$65K | 0.15% | 106 |
|
|
2015
Q4 | $346K | Hold |
12,430
| – | – | 0.13% | 129 |
|
|
2015
Q3 | $340K | Hold |
12,430
| – | – | 0.13% | 135 |
|
|
2015
Q2 | $373K | Buy |
12,430
+3,665
| +42% | +$112K | 0.13% | 133 |
|
|
2015
Q1 | $266K | Hold |
8,765
| – | – | 0.1% | 153 |
|
|
2014
Q4 | $254K | Buy |
8,765
+200
| +2% | +$5.62K | 0.09% | 155 |
|
|
2014
Q3 | $234K | Buy |
+8,565
| New | +$241K | 0.1% | 160 |
|
Other funds holding IJH
Evanson Asset Management's IJH Position: Q1 2026 in Review
Evanson Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q1 2026, selling an estimated $29.3K and leaving 15,405 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #134.
Evanson Asset Management first reported a position in IJH in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.62M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Evanson Asset Management held 15,405 shares of iShares Core S&P Mid-Cap ETF worth $1.04M as of Q1 2026.
- Evanson Asset Management sold 422 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $29.3K.
- iShares Core S&P Mid-Cap ETF made up 0.06% of Evanson Asset Management's portfolio in Q1 2026, its #134 holding.
- Evanson Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 47 quarters since.
- Evanson Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $1.62M in Q4 2021.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.