Everpar Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Everpar Advisors’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
2026 Q2	$1.83M	Sell	23,769 -4,680	-16%	-$343K	0.52%	40
2026 Q1	$1.92M	Sell	28,449 -4,610	-14%	-$320K	0.66%	31
2025 Q4	$2.18M	Sell	33,059 -27,369	-45%	-$1.79M	0.81%	27
2025 Q3	$3.94M	Buy	60,428 +8,295	+16%	+$533K	1.56%	13
2025 Q2	$3.23M	Buy	52,133 +10,366	+25%	+$609K	1.47%	13
2025 Q1	$2.44M	Buy	41,767 +5,789	+16%	+$359K	1.29%	12
2024 Q4	$2.24M	Buy	35,978 +1,720	+5%	+$110K	1.13%	16
2024 Q3	$2.13M	Buy	34,258 +3,018	+10%	+$182K	1.1%	15
2024 Q2	$1.83M	Buy	31,240 +8,978	+40%	+$527K	0.92%	19
2024 Q1	$1.35M	Buy	22,262 +4,672	+27%	+$265K	0.82%	22
2023 Q4	$975K	Buy	+17,590	New	+$892K	0.45%	59

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Everpar Advisors's IJH Position: Q2 2026 in Review

Everpar Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, selling an estimated $343K and leaving 23,769 shares worth $1.83M. The position accounts for 0.52% of the portfolio, ranked #40.

Everpar Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.94M in Q3 2025. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Everpar Advisors held 23,769 shares of iShares Core S&P Mid-Cap ETF worth $1.83M as of Q2 2026.
Everpar Advisors sold 4,680 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $343K.
iShares Core S&P Mid-Cap ETF made up 0.52% of Everpar Advisors's portfolio in Q2 2026, its #40 holding.
Everpar Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's iShares Core S&P Mid-Cap ETF position peaked at $3.94M in Q3 2025.
557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.