Evermay 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
Q1 | $40M | Sell |
591,793
-20,816
| -3% | -$1.44M | 4.43% | 5 |
|
|
2025
Q4 | $40.4M | Sell |
612,609
-12,350
| -2% | -$809K | 4.54% | 5 |
|
|
2025
Q3 | $40.8M | Sell |
624,959
-22,598
| -3% | -$1.45M | 4.66% | 5 |
|
|
2025
Q2 | $40.2M | Sell |
647,557
-30,945
| -5% | -$1.82M | 4.94% | 5 |
|
|
2025
Q1 | $39.6M | Sell |
678,502
-12,977
| -2% | -$806K | 5.2% | 5 |
|
|
2024
Q4 | $43.1M | Sell |
691,479
-17,665
| -2% | -$1.13M | 6.53% | 3 |
|
|
2024
Q3 | $44.2M | Sell |
709,144
-25,159
| -3% | -$1.52M | 7.1% | 3 |
|
|
2024
Q2 | $43M | Sell |
734,303
-4,582
| -0.6% | -$269K | 6.89% | 3 |
|
|
2024
Q1 | $44.9M | Buy |
738,885
+35,580
| +5% | +$2.01M | 6.78% | 3 |
|
|
2023
Q4 | $39M | Sell |
703,305
-16,010
| -2% | -$812K | 7.2% | 3 |
|
|
2023
Q3 | $36M | Buy |
719,315
+7,725
| +1% | +$405K | 7.36% | 3 |
|
|
2023
Q2 | $37.2M | Buy |
711,590
+7,105
| +1% | +$353K | 7.16% | 4 |
|
|
2023
Q1 | $35.2M | Sell |
704,485
-14,620
| -2% | -$745K | 7.11% | 4 |
|
|
2022
Q4 | $34.8M | Sell |
719,105
-16,500
| -2% | -$797K | 7.08% | 4 |
|
|
2022
Q3 | $32.3M | Buy |
735,605
+10,050
| +1% | +$486K | 6.42% | 4 |
|
|
2022
Q2 | $32.8M | Buy |
725,555
+29,805
| +4% | +$1.47M | 6.37% | 4 |
|
|
2022
Q1 | $37.3M | Buy |
695,750
+17,885
| +3% | +$952K | 6.26% | 4 |
|
|
2021
Q4 | $38.4M | Buy |
677,865
+21,555
| +3% | +$1.2M | 6.86% | 4 |
|
|
2021
Q3 | $34.5M | Buy |
656,310
+20,400
| +3% | +$1.1M | 6.69% | 4 |
|
|
2021
Q2 | $34.2M | Buy |
635,910
+4,290
| +0.7% | +$232K | 6.33% | 4 |
|
|
2021
Q1 | $32.9M | Buy |
631,620
+28,810
| +5% | +$1.44M | 6.57% | 4 |
|
|
2020
Q4 | $27.7M | Buy |
602,810
+25,115
| +4% | +$1.06M | 6.11% | 5 |
|
|
2020
Q3 | $21.4M | Sell |
577,695
-27,375
| -5% | -$1.02M | 5.26% | 5 |
|
|
2020
Q2 | $21.5M | Sell |
605,070
-237,265
| -28% | -$7.88M | 5.66% | 5 |
|
|
2020
Q1 | $24.2M | Sell |
842,335
-173,615
| -17% | -$6.45M | 7.36% | 4 |
|
|
2019
Q4 | $41.8M | Buy |
1,015,950
+5,195
| +0.5% | +$206K | 10.28% | 2 |
|
|
2019
Q3 | $39.1M | Buy |
1,010,755
+17,530
| +2% | +$674K | 10.65% | 2 |
|
|
2019
Q2 | $38.6M | Sell |
993,225
-15,380
| -2% | -$589K | 10.72% | 2 |
|
|
2019
Q1 | $38.2M | Buy |
1,008,605
+4,200
| +0.4% | +$155K | 10.8% | 2 |
|
|
2018
Q4 | $33.4M | Sell |
1,004,405
-80,260
| -7% | -$2.93M | 10.8% | 2 |
|
|
2018
Q3 | $43.7M | Buy |
1,084,665
+1,350
| +0.1% | +$54.3K | 13.63% | 2 |
|
|
2018
Q2 | $42.2M | Buy |
1,083,315
+10,455
| +1% | +$404K | 14.06% | 2 |
|
|
2018
Q1 | $40.2M | Buy |
1,072,860
+88,445
| +9% | +$3.38M | 13.87% | 2 |
|
|
2017
Q4 | $37.4M | Sell |
984,415
-11,985
| -1% | -$443K | 13.68% | 2 |
|
|
2017
Q3 | $35.7M | Buy |
996,400
+14,285
| +1% | +$498K | 15.48% | 2 |
|
|
2017
Q2 | $34.2M | Buy |
982,115
+15,290
| +2% | +$528K | 15.15% | 2 |
|
|
2017
Q1 | $33.1M | Buy |
966,825
+1,495
| +0.2% | +$50.9K | 14.83% | 2 |
|
|
2016
Q4 | $31.9M | Buy |
965,330
+61,035
| +7% | +$1.94M | 15.62% | 2 |
|
|
2016
Q3 | $28M | Buy |
904,295
+96,875
| +12% | +$2.99M | 14.09% | 2 |
|
|
2016
Q2 | $24.1M | Buy |
807,420
+25,165
| +3% | +$738K | 12.6% | 2 |
|
|
2016
Q1 | $22.6M | Buy |
782,255
+6,045
| +0.8% | +$161K | 12.64% | 3 |
|
|
2015
Q4 | $21.6M | Sell |
776,210
-29,130
| -4% | -$832K | 12.74% | 3 |
|
|
2015
Q3 | $22M | Buy |
805,340
+76,105
| +10% | +$2.21M | 13.19% | 2 |
|
|
2015
Q2 | $21.9M | Buy |
729,235
+39,280
| +6% | +$1.2M | 13.01% | 3 |
|
|
2015
Q1 | $21M | Buy |
689,955
+55,255
| +9% | +$1.63M | 12.4% | 3 |
|
|
2014
Q4 | $18.4M | Buy |
634,700
+34,730
| +6% | +$976K | 11.93% | 3 |
|
|
2014
Q3 | $16.4M | Sell |
599,970
-23,910
| -4% | -$674K | 14.09% | 3 |
|
|
2014
Q2 | $17.9M | Buy |
623,880
+23,225
| +4% | +$638K | 15.45% | 2 |
|
|
2014
Q1 | $16.5M | Buy |
600,655
+4,955
| +0.8% | +$133K | 17.59% | 2 |
|
|
2013
Q4 | $15.9M | Buy |
+595,700
| New | +$15.4M | 22.15% | 2 |
|
Other funds holding IJH
Evermay Wealth Management's IJH Position: Q1 2026 in Review
Evermay Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q1 2026, selling an estimated $1.44M and leaving 591,793 shares worth $40M. The position accounts for 4.43% of the portfolio, ranked #5.
Evermay Wealth Management first reported a position in IJH in Q4 2013 and has held it in 50 quarters since. The position peaked at $44.9M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Evermay Wealth Management held 591,793 shares of iShares Core S&P Mid-Cap ETF worth $40M as of Q1 2026.
- Evermay Wealth Management sold 20,816 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.44M.
- iShares Core S&P Mid-Cap ETF made up 4.43% of Evermay Wealth Management's portfolio in Q1 2026, its #5 holding.
- Evermay Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
- Evermay Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $44.9M in Q1 2024.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.