Evernest Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Evernest Financial Advisors's IJH Position: Q1 2026 in Review
Evernest Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q1 2026, buying an estimated $2.62M and bringing the position to 312,576 shares worth $22.8M. The position accounts for 4.73% of the portfolio, ranked #6.
Evernest Financial Advisors first reported a position in IJH in Q4 2021 and has held it in 11 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Evernest Financial Advisors held 312,576 shares of iShares Core S&P Mid-Cap ETF worth $22.8M as of Q1 2026.
- Evernest Financial Advisors bought 37,839 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.62M.
- iShares Core S&P Mid-Cap ETF made up 4.73% of Evernest Financial Advisors's portfolio in Q1 2026, its #6 holding.
- Evernest Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.