Evergreen Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Evergreen Private Wealth’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-378	Closed	-$24.7K	–	143
2025 Q3	$24.7K	Hold	378	–	–	0.01%	132
2025 Q2	$23.4K	Hold	378	–	–	0.01%	137
2025 Q1	$22.1K	Hold	378	–	–	0.01%	136
2024 Q4	$23.6K	Hold	378	–	–	0.01%	141
2024 Q3	$23.6K	Hold	378	–	–	0.01%	142
2024 Q2	$22.1K	Sell	378 -172	-31%	-$10.1K	0.01%	144
2024 Q1	$33.4K	Hold	550	–	–	0.02%	131
2023 Q4	$30.5K	Buy	+550	New	+$27.9K	0.02%	126

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evergreen Private Wealth's IJH Position: Q4 2025 in Review

Evergreen Private Wealth sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 378 shares — an estimated $24.7K sold.

Evergreen Private Wealth first reported a position in IJH in Q4 2023 and held it in 8 quarters. The position peaked at $33.4K in Q1 2024. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Evergreen Private Wealth reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 378 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $24.7K.
Evergreen Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $33.4K in Q1 2024.
2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.