Evelyn Partners Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Evelyn Partners Asset Management's IJH Position: Q1 2026 in Review
Evelyn Partners Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 158% in Q1 2026, buying an estimated $105K and bringing the position to 2,479 shares worth $167K. The position accounts for 0.04% of the portfolio, ranked #114.
Evelyn Partners Asset Management first reported a position in IJH in Q3 2025 and has held it in 3 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Evelyn Partners Asset Management held 2,479 shares of iShares Core S&P Mid-Cap ETF worth $167K as of Q1 2026.
- Evelyn Partners Asset Management bought 1,519 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $105K.
- iShares Core S&P Mid-Cap ETF made up 0.04% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #114 holding.
- Evelyn Partners Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.