Evergreen Capital 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 | $8.64M | Buy |
112,037
+4,977
| +5% | +$365K | 0.15% | 139 |
|
|
2026
Q1 | $7.23M | Buy |
107,060
+2,904
| +3% | +$201K | 0.16% | 141 |
|
|
2025
Q4 | $6.87M | Sell |
104,156
-523
| -0.5% | -$34.3K | 0.15% | 148 |
|
|
2025
Q3 | $6.83M | Buy |
104,679
+7,125
| +7% | +$458K | 0.16% | 148 |
|
|
2025
Q2 | $6.05M | Buy |
97,554
+9,158
| +10% | +$538K | 0.18% | 141 |
|
|
2025
Q1 | $5.16M | Sell |
88,396
-2,230
| -2% | -$138K | 0.17% | 148 |
|
|
2024
Q4 | $5.65M | Sell |
90,626
-229
| -0.3% | -$14.7K | 0.18% | 138 |
|
|
2024
Q3 | $5.66M | Buy |
90,855
+20,966
| +30% | +$1.26M | 0.19% | 139 |
|
|
2024
Q2 | $4.09M | Buy |
69,889
+9,197
| +15% | +$540K | 0.15% | 160 |
|
|
2024
Q1 | $3.69M | Buy |
60,692
+9,617
| +19% | +$544K | 0.14% | 162 |
|
|
2023
Q4 | $2.83M | Buy |
51,075
+8,905
| +21% | +$452K | 0.12% | 195 |
|
|
2023
Q3 | $2.11M | Hold |
42,170
| – | – | 0.09% | 212 |
|
|
2023
Q2 | $2.21M | Buy |
42,170
+11,280
| +37% | +$561K | 0.09% | 207 |
|
|
2023
Q1 | $1.55M | Buy |
30,890
+3,900
| +14% | +$199K | 0.07% | 239 |
|
|
2022
Q4 | $1.31M | Hold |
26,990
| – | – | 0.06% | 253 |
|
|
2022
Q3 | $1.18M | Buy |
26,990
+3,000
| +13% | +$145K | 0.06% | 246 |
|
|
2022
Q2 | $1.08M | Sell |
23,990
-375
| -2% | -$18.5K | 0.06% | 246 |
|
|
2022
Q1 | $1.31M | Buy |
24,365
+375
| +2% | +$20K | 0.05% | 258 |
|
|
2021
Q4 | $1.36M | Hold |
23,990
| – | – | 0.05% | 253 |
|
|
2021
Q3 | $1.26M | Hold |
23,990
| – | – | 0.06% | 259 |
|
|
2021
Q2 | $1.29M | Sell |
23,990
-9,430
| -28% | -$509K | 0.06% | 244 |
|
|
2021
Q1 | $1.74M | Sell |
33,420
-75
| -0.2% | -$3.75K | 0.09% | 208 |
|
|
2020
Q4 | $1.54M | Buy |
33,495
+25,575
| +323% | +$1.08M | 0.09% | 189 |
|
|
2020
Q3 | $294K | Sell |
7,920
-145
| -2% | -$5.42K | 0.02% | 327 |
|
|
2020
Q2 | $287K | Buy |
8,065
+495
| +7% | +$16.4K | 0.02% | 312 |
|
|
2020
Q1 | $218K | Sell |
7,570
-175
| -2% | -$6.51K | 0.02% | 318 |
|
|
2019
Q4 | $319K | Hold |
7,745
| – | – | 0.03% | 335 |
|
|
2019
Q3 | $299K | Hold |
7,745
| – | – | 0.03% | 308 |
|
|
2019
Q2 | $301K | Buy |
7,745
+320
| +4% | +$12.3K | 0.03% | 312 |
|
|
2019
Q1 | $281K | Hold |
7,425
| – | – | 0.03% | 304 |
|
|
2018
Q4 | $247K | Hold |
7,425
| – | – | 0.03% | 308 |
|
|
2018
Q3 | $299K | Buy |
7,425
+75
| +1% | +$3.02K | 0.03% | 289 |
|
|
2018
Q2 | $286K | Sell |
7,350
-1,750
| -19% | -$67.6K | 0.03% | 285 |
|
|
2018
Q1 | $341K | Hold |
9,100
| – | – | 0.03% | 236 |
|
|
2017
Q4 | $345K | Buy |
+9,100
| New | +$337K | 0.03% | 185 |
|
|
2017
Q3 | – | Sell |
-5,750
| Closed | -$200K | – | 193 |
|
|
2017
Q2 | $200K | Buy |
+5,750
| New | +$198K | 0.03% | 133 |
|
Other funds holding IJH
Evergreen Capital Management's IJH Position: Q2 2026 in Review
Evergreen Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.6% in Q2 2026, buying an estimated $365K and bringing the position to 112,037 shares worth $8.64M. The position accounts for 0.15% of the portfolio, ranked #139.
Evergreen Capital Management first reported a position in IJH in Q2 2017 and has held it in 36 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Evergreen Capital Management held 112,037 shares of iShares Core S&P Mid-Cap ETF worth $8.64M as of Q2 2026.
- Evergreen Capital Management bought 4,977 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $365K.
- iShares Core S&P Mid-Cap ETF made up 0.15% of Evergreen Capital Management's portfolio in Q2 2026, its #139 holding.
- Evergreen Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
- 2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.