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

EverSource Wealth 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	$4.17M	Buy	54,089 +3,303	+7%	+$242K	0.14%	136
2026 Q1	$3.43M	Buy	50,786 +1,258	+3%	+$87.3K	0.1%	154
2025 Q4	$3.27M	Buy	49,528 +1,385	+3%	+$90.7K	0.12%	139
2025 Q3	$3.14M	Buy	48,143 +11,471	+31%	+$737K	0.12%	140
2025 Q2	$2.27M	Buy	36,672 +1,712	+5%	+$100K	0.1%	147
2025 Q1	$2.04M	Sell	34,960 -3,263	-9%	-$203K	0.11%	145
2024 Q4	$2.38M	Buy	38,223 +1,344	+4%	+$86.2K	0.13%	128
2024 Q3	$2.3M	Buy	36,879 +4,207	+13%	+$254K	0.15%	129
2024 Q2	$2.02M	Buy	32,672 +2,532	+8%	+$149K	0.13%	131
2024 Q1	$1.72M	Buy	30,140 +3,135	+12%	+$177K	0.14%	133
2023 Q4	$1.5M	Buy	27,005 +1,190	+5%	+$60.4K	0.14%	137
2023 Q3	$1.29M	Buy	25,815 +3,905	+18%	+$205K	0.14%	135
2023 Q2	$1.15M	Buy	21,910 +1,185	+6%	+$58.9K	0.13%	146
2023 Q1	$1.04M	Buy	20,725 +915	+5%	+$46.6K	0.13%	134
2022 Q4	$958K	Buy	19,810 +2,020	+11%	+$97.6K	0.15%	121
2022 Q3	$780K	Buy	17,790 +945	+6%	+$45.7K	0.18%	108
2022 Q2	$762K	Sell	16,845 -165	-1%	-$8.14K	0.2%	96
2022 Q1	$913K	Buy	17,010 +4,655	+38%	+$248K	0.23%	81
2021 Q4	$699K	Buy	+12,355	New	+$688K	0.2%	88

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

Goldman Sachs New York $1.15T AUM 47.82% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EverSource Wealth Advisors's IJH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.5% in Q2 2026, buying an estimated $242K and bringing the position to 54,089 shares worth $4.17M. The position accounts for 0.14% of the portfolio, ranked #136.

EverSource Wealth Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

EverSource Wealth Advisors held 54,089 shares of iShares Core S&P Mid-Cap ETF worth $4.17M as of Q2 2026.
EverSource Wealth Advisors bought 3,303 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $242K.
iShares Core S&P Mid-Cap ETF made up 0.14% of EverSource Wealth Advisors's portfolio in Q2 2026, its #136 holding.
EverSource Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.