Evensky & Katz’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 | $1.46M | Sell |
21,570
-1,475
| -6% | -$102K | 0.08% | 48 |
|
|
2025
Q4 | $1.52M | Buy |
23,045
+541
| +2% | +$35.4K | 0.09% | 48 |
|
|
2025
Q3 | $1.47M | Sell |
22,504
-1,992
| -8% | -$128K | 0.09% | 48 |
|
|
2025
Q2 | $1.52M | Sell |
24,496
-534
| -2% | -$31.3K | 0.09% | 48 |
|
|
2025
Q1 | $1.46M | Sell |
25,030
-391
| -2% | -$24.3K | 0.1% | 47 |
|
|
2024
Q4 | $1.58M | Sell |
25,421
-227
| -0.9% | -$14.6K | 0.1% | 46 |
|
|
2024
Q3 | $1.6M | Sell |
25,648
-1,444
| -5% | -$87.1K | 0.1% | 46 |
|
|
2024
Q2 | $1.58M | Sell |
27,092
-641
| -2% | -$37.7K | 0.11% | 46 |
|
|
2024
Q1 | $1.69M | Sell |
27,733
-937
| -3% | -$53K | 0.12% | 46 |
|
|
2023
Q4 | $1.59M | Buy |
28,670
+155
| +0.5% | +$7.86K | 0.12% | 45 |
|
|
2023
Q3 | $1.42M | Sell |
28,515
-4,320
| -13% | -$226K | 0.12% | 43 |
|
|
2023
Q2 | $1.72M | Sell |
32,835
-1,935
| -6% | -$96.2K | 0.13% | 40 |
|
|
2023
Q1 | $1.74M | Buy |
34,770
+905
| +3% | +$46.1K | 0.14% | 40 |
|
|
2022
Q4 | $1.64M | Sell |
33,865
-520
| -2% | -$25.1K | 0.15% | 42 |
|
|
2022
Q3 | $1.51M | Buy |
34,385
+15
| +0% | +$725 | 0.18% | 39 |
|
|
2022
Q2 | $1.55M | Buy |
34,370
+105
| +0.3% | +$5.18K | 0.18% | 37 |
|
|
2022
Q1 | $1.84M | Sell |
34,265
-1,185
| -3% | -$63.1K | 0.18% | 35 |
|
|
2021
Q4 | $2.01M | Buy |
35,450
+210
| +0.6% | +$11.7K | 0.19% | 37 |
|
|
2021
Q3 | $1.85M | Sell |
35,240
-3,485
| -9% | -$187K | 0.19% | 33 |
|
|
2021
Q2 | $2.08M | Sell |
38,725
-710
| -2% | -$38.3K | 0.21% | 33 |
|
|
2021
Q1 | $2.05M | Sell |
39,435
-3,805
| -9% | -$190K | 0.23% | 32 |
|
|
2020
Q4 | $1.99M | Sell |
43,240
-215
| -0.5% | -$9.06K | 0.25% | 30 |
|
|
2020
Q3 | $1.61M | Sell |
43,455
-4,075
| -9% | -$152K | 0.22% | 33 |
|
|
2020
Q2 | $1.69M | Sell |
47,530
-3,825
| -7% | -$127K | 0.24% | 31 |
|
|
2020
Q1 | $1.48M | Sell |
51,355
-6,690
| -12% | -$249K | 0.23% | 34 |
|
|
2019
Q4 | $2.39M | Sell |
58,045
-17,645
| -23% | -$699K | 0.33% | 30 |
|
|
2019
Q3 | $2.92M | Buy |
+75,690
| New | +$2.91M | 0.4% | 29 |
|
|
2019
Q1 | – | Sell |
-78,740
| Closed | -$2.62M | – | 113 |
|
|
2018
Q4 | $2.62M | Sell |
78,740
-2,145
| -3% | -$78.3K | 0.44% | 26 |
|
|
2018
Q3 | $3.26M | Sell |
80,885
-455
| -0.6% | -$18.3K | 0.48% | 17 |
|
|
2018
Q2 | $3.17M | Sell |
81,340
-925
| -1% | -$35.7K | 0.56% | 16 |
|
|
2018
Q1 | $3.09M | Sell |
82,265
-7,365
| -8% | -$282K | 0.53% | 16 |
|
|
2017
Q4 | $3.4M | Sell |
89,630
-2,005
| -2% | -$74.1K | 0.56% | 15 |
|
|
2017
Q3 | $3.28M | Sell |
91,635
-1,070
| -1% | -$37.3K | 0.57% | 15 |
|
|
2017
Q2 | $3.23M | Sell |
92,705
-15,760
| -15% | -$544K | 0.58% | 15 |
|
|
2017
Q1 | $3.71M | Sell |
108,465
-14,315
| -12% | -$487K | 0.68% | 15 |
|
|
2016
Q4 | $4.06M | Sell |
122,780
-6,140
| -5% | -$195K | 0.78% | 14 |
|
|
2016
Q3 | $3.99M | Sell |
128,920
-85,245
| -40% | -$2.63M | 0.79% | 15 |
|
|
2016
Q2 | $6.4M | Sell |
214,165
-48,250
| -18% | -$1.42M | 1.41% | 14 |
|
|
2016
Q1 | $7.57M | Sell |
262,415
-34,560
| -12% | -$923K | 1.77% | 12 |
|
|
2015
Q4 | $8.27M | Sell |
296,975
-28,495
| -9% | -$814K | 1.98% | 14 |
|
|
2015
Q3 | $8.89M | Sell |
325,470
-18,325
| -5% | -$533K | 2.44% | 12 |
|
|
2015
Q2 | $10.3M | Sell |
343,795
-21,275
| -6% | -$649K | 2.71% | 10 |
|
|
2015
Q1 | $11.1M | Buy |
+365,070
| New | +$10.8M | 2.99% | 10 |
|
|
2014
Q4 | – | Sell |
-394,580
| Closed | -$10.8M | – | 45 |
|
|
2014
Q3 | $10.8M | Buy |
+394,580
| New | +$11.1M | 3.25% | 9 |
|
Other funds holding IJH
Evensky & Katz's IJH Position: Q1 2026 in Review
Evensky & Katz reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.4% in Q1 2026, selling an estimated $102K and leaving 21,570 shares worth $1.46M. The position accounts for 0.08% of the portfolio, ranked #48.
Evensky & Katz first reported a position in IJH in Q3 2014 and has held it in 44 quarters since. The position peaked at $11.1M in Q1 2015. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Evensky & Katz held 21,570 shares of iShares Core S&P Mid-Cap ETF worth $1.46M as of Q1 2026.
- Evensky & Katz sold 1,475 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $102K.
- iShares Core S&P Mid-Cap ETF made up 0.08% of Evensky & Katz's portfolio in Q1 2026, its #48 holding.
- Evensky & Katz first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 44 quarters since.
- Evensky & Katz's iShares Core S&P Mid-Cap ETF position peaked at $11.1M in Q1 2015.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.