Evercore Wealth 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
Q2 | $11.5M | Buy |
149,340
+4,118
| +3% | +$302K | 0.16% | 71 |
|
|
2026
Q1 | $9.81M | Sell |
145,222
-7,088
| -5% | -$492K | 0.15% | 75 |
|
|
2025
Q4 | $10.1M | Sell |
152,310
-6,504
| -4% | -$426K | 0.15% | 71 |
|
|
2025
Q3 | $10.4M | Hold |
158,814
| – | – | 0.15% | 73 |
|
|
2025
Q2 | $9.85M | Sell |
158,814
-40
| -0% | -$2.35K | 0.15% | 72 |
|
|
2025
Q1 | $9.27M | Sell |
158,854
-11,499
| -7% | -$714K | 0.15% | 69 |
|
|
2024
Q4 | $10.6M | Sell |
170,353
-6,440
| -4% | -$413K | 0.16% | 66 |
|
|
2024
Q3 | $11M | Sell |
176,793
-2,675
| -1% | -$161K | 0.17% | 65 |
|
|
2024
Q2 | $10.5M | Sell |
179,468
-7,005
| -4% | -$412K | 0.17% | 64 |
|
|
2024
Q1 | $11.3M | Sell |
186,473
-15,587
| -8% | -$882K | 0.18% | 63 |
|
|
2023
Q4 | $11.2M | Sell |
202,060
-2,200
| -1% | -$112K | 0.19% | 60 |
|
|
2023
Q3 | $10.2M | Buy |
204,260
+20,470
| +11% | +$1.07M | 0.19% | 62 |
|
|
2023
Q2 | $9.61M | Buy |
183,790
+8,870
| +5% | +$441K | 0.18% | 64 |
|
|
2023
Q1 | $8.75M | Buy |
174,920
+2,810
| +2% | +$143K | 0.17% | 65 |
|
|
2022
Q4 | $8.33M | Sell |
172,110
-1,265
| -0.7% | -$61.1K | 0.17% | 68 |
|
|
2022
Q3 | $7.6M | Sell |
173,375
-1,585
| -0.9% | -$76.6K | 0.17% | 68 |
|
|
2022
Q2 | $7.92M | Sell |
174,960
-5,565
| -3% | -$275K | 0.17% | 66 |
|
|
2022
Q1 | $9.69M | Sell |
180,525
-15,760
| -8% | -$839K | 0.17% | 66 |
|
|
2021
Q4 | $11.1M | Buy |
196,285
+5,000
| +3% | +$278K | 0.18% | 64 |
|
|
2021
Q3 | $10.1M | Buy |
191,285
+1,080
| +0.6% | +$58.1K | 0.18% | 66 |
|
|
2021
Q2 | $10.2M | Buy |
190,205
+2,225
| +1% | +$120K | 0.19% | 65 |
|
|
2021
Q1 | $9.79M | Buy |
187,980
+8,270
| +5% | +$413K | 0.19% | 66 |
|
|
2020
Q4 | $8.26M | Buy |
179,710
+13,765
| +8% | +$580K | 0.18% | 69 |
|
|
2020
Q3 | $6.15M | Buy |
165,945
+315
| +0.2% | +$11.8K | 0.15% | 78 |
|
|
2020
Q2 | $5.89M | Sell |
165,630
-34,185
| -17% | -$1.14M | 0.16% | 81 |
|
|
2020
Q1 | $5.75M | Buy |
199,815
+54,590
| +38% | +$2.03M | 0.19% | 69 |
|
|
2019
Q4 | $5.98M | Buy |
145,225
+90
| +0.1% | +$3.57K | 0.16% | 81 |
|
|
2019
Q3 | $5.61M | Buy |
145,135
+37,500
| +35% | +$1.44M | 0.16% | 82 |
|
|
2019
Q2 | $4.18M | Buy |
107,635
+37,770
| +54% | +$1.45M | 0.13% | 96 |
|
|
2019
Q1 | $2.65M | Buy |
69,865
+26,340
| +61% | +$973K | 0.09% | 124 |
|
|
2018
Q4 | $1.45M | Sell |
43,525
-12,125
| -22% | -$442K | 0.05% | 158 |
|
|
2018
Q3 | $2.24M | Buy |
55,650
+1,935
| +4% | +$77.8K | 0.07% | 136 |
|
|
2018
Q2 | $2.09M | Buy |
53,715
+5,620
| +12% | +$217K | 0.07% | 137 |
|
|
2018
Q1 | $1.8M | Sell |
48,095
-2,535
| -5% | -$97K | 0.07% | 140 |
|
|
2017
Q4 | $1.92M | Buy |
50,630
+50
| +0.1% | +$1.85K | 0.07% | 141 |
|
|
2017
Q3 | $1.81M | Sell |
50,580
-200
| -0.4% | -$6.97K | 0.07% | 141 |
|
|
2017
Q2 | $1.77M | Sell |
50,780
-225
| -0.4% | -$7.77K | 0.07% | 143 |
|
|
2017
Q1 | $1.75M | Buy |
51,005
+875
| +2% | +$29.8K | 0.07% | 142 |
|
|
2016
Q4 | $1.66M | Sell |
50,130
-125,125
| -71% | -$3.97M | 0.07% | 144 |
|
|
2016
Q3 | $5.42M | Buy |
175,255
+18,060
| +11% | +$558K | 0.22% | 80 |
|
|
2016
Q2 | $4.7M | Hold |
157,195
| – | – | 0.21% | 87 |
|
|
2016
Q1 | $4.53M | Sell |
157,195
-23,210
| -13% | -$620K | 0.2% | 93 |
|
|
2015
Q4 | $5.03M | Buy |
180,405
+2,600
| +1% | +$74.3K | 0.23% | 88 |
|
|
2015
Q3 | $4.86M | Sell |
177,805
-8,850
| -5% | -$257K | 0.23% | 91 |
|
|
2015
Q2 | $5.6M | Sell |
186,655
-14,650
| -7% | -$447K | 0.25% | 88 |
|
|
2015
Q1 | $6.12M | Buy |
201,305
+24,780
| +14% | +$733K | 0.28% | 82 |
|
|
2014
Q4 | $5.11M | Sell |
176,525
-23,370
| -12% | -$657K | 0.25% | 88 |
|
|
2014
Q3 | $5.47M | Sell |
199,895
-4,125
| -2% | -$116K | 0.27% | 87 |
|
|
2014
Q2 | $5.84M | Buy |
204,020
+18,210
| +10% | +$500K | 0.3% | 81 |
|
|
2014
Q1 | $5.11M | Sell |
185,810
-2,525
| -1% | -$67.9K | 0.29% | 85 |
|
|
2013
Q4 | $5.04M | Buy |
188,335
+3,595
| +2% | +$92.8K | 0.28% | 94 |
|
|
2013
Q3 | $4.59M | Buy |
184,740
+6,285
| +4% | +$153K | 0.26% | 99 |
|
|
2013
Q2 | $4.12M | Buy |
+178,455
| New | +$4.14M | 0.23% | 109 |
|
Other funds holding IJH
Evercore Wealth Management's IJH Position: Q2 2026 in Review
Evercore Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, buying an estimated $302K and bringing the position to 149,340 shares worth $11.5M. The position accounts for 0.16% of the portfolio, ranked #71.
Evercore Wealth Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Evercore Wealth Management held 149,340 shares of iShares Core S&P Mid-Cap ETF worth $11.5M as of Q2 2026.
- Evercore Wealth Management bought 4,118 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $302K.
- iShares Core S&P Mid-Cap ETF made up 0.16% of Evercore Wealth Management's portfolio in Q2 2026, its #71 holding.
- Evercore Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.