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

Evoke 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
2026 Q1	$2.36M	Sell	35,010 -1,058	-3%	-$73.4K	0.04%	164
2025 Q4	$2.38M	Sell	36,068 -5,979	-14%	-$392K	0.04%	160
2025 Q3	$2.74M	Buy	42,047 +9,834	+31%	+$632K	0.06%	133
2025 Q2	$2M	Sell	32,213 -375	-1%	-$22K	0.05%	150
2025 Q1	$1.9M	Buy	32,588 +240	+0.7%	+$14.9K	0.05%	138
2024 Q4	$2.02M	Buy	32,348 +265	+0.8%	+$17K	0.06%	127
2024 Q3	$2M	Buy	+32,083	New	+$1.93M	0.05%	122
2024 Q2	–	Sell	-30,713	Closed	-$1.87M	–	230
2024 Q1	$1.87M	Buy	+30,713	New	+$1.74M	0.06%	120
2023 Q4	–	Sell	-131,350	Closed	-$6.56M	–	208
2023 Q3	$6.56M	Buy	131,350 +107,155	+443%	+$5.62M	0.23%	50
2023 Q2	$1.27M	Hold	24,195	–	–	0.04%	147
2023 Q1	$1.21M	Sell	24,195 -40	-0.2%	-$2.04K	0.04%	144
2022 Q4	$1.17M	Hold	24,235	–	–	0.04%	146
2022 Q3	$1.06M	Hold	24,235	–	–	0.04%	149
2022 Q2	$1.1M	Hold	24,235	–	–	0.04%	153
2022 Q1	$1.3M	Sell	24,235 -255	-1%	-$13.6K	0.04%	151
2021 Q4	$1.39M	Buy	24,490 +1,875	+8%	+$104K	0.04%	147
2021 Q3	$1.19M	Sell	22,615 -1,190	-5%	-$64K	0.04%	157
2021 Q2	$1.28M	Buy	23,805 +1,190	+5%	+$64.2K	0.05%	154
2021 Q1	$1.18M	Buy	22,615 +13,470	+147%	+$673K	0.05%	143
2020 Q4	$420K	Buy	9,145 +1,660	+22%	+$69.9K	0.03%	163
2020 Q3	$277K	Sell	7,485 -450	-6%	-$16.8K	0.02%	180
2020 Q2	$282K	Hold	7,935	–	–	0.03%	161
2020 Q1	$228K	Buy	+7,935	New	+$295K	0.03%	166
2019 Q4	–	Sell	-52,325	Closed	-$2.02M	–	1330
2019 Q3	$2.02M	Buy	+52,325	New	+$2.01M	0.25%	56

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evoke Wealth's IJH Position: Q1 2026 in Review

Evoke Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q1 2026, selling an estimated $73.4K and leaving 35,010 shares worth $2.36M. The position accounts for 0.04% of the portfolio, ranked #164.

Evoke Wealth first reported a position in IJH in Q3 2019 and has held it in 24 quarters since. The position peaked at $6.56M in Q3 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Evoke Wealth held 35,010 shares of iShares Core S&P Mid-Cap ETF worth $2.36M as of Q1 2026.
Evoke Wealth sold 1,058 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $73.4K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Evoke Wealth's portfolio in Q1 2026, its #164 holding.
Evoke Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 24 quarters since.
Evoke Wealth's iShares Core S&P Mid-Cap ETF position peaked at $6.56M in Q3 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.