Evolution Advisers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Evolution Advisers’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	$2K	Sell	35 -530	-94%	-$38.9K	﹤0.01%	167
2026 Q1	$38K	Hold	565	–	–	0.02%	97
2025 Q4	$37K	Hold	565	–	–	0.02%	100
2025 Q3	$37K	Hold	565	–	–	0.02%	100
2025 Q2	$35K	Hold	565	–	–	0.02%	103
2025 Q1	$32K	Sell	565 -12	-2%	-$745	0.02%	106
2024 Q4	$35K	Hold	577	–	–	0.02%	103
2024 Q3	$35K	Hold	577	–	–	0.02%	103
2024 Q2	$33K	Buy	577 +12	+2%	+$705	0.02%	99
2024 Q1	$35K	Hold	565	–	–	0.02%	103
2023 Q4	$31K	Hold	565	–	–	0.02%	109
2023 Q3	$28K	Sell	565 -170	-23%	-$8.91K	0.02%	83
2023 Q2	$38K	Buy	735 +170	+30%	+$8.45K	0.03%	74
2023 Q1	$28K	Hold	565	–	–	0.02%	84
2022 Q4	$27K	Hold	565	–	–	0.02%	89
2022 Q3	$24K	Hold	565	–	–	0.02%	83
2022 Q2	$25K	Hold	565	–	–	0.02%	85
2022 Q1	$30K	Hold	565	–	–	0.02%	81
2021 Q4	$31K	Buy	+565	New	+$31.4K	0.02%	66

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

Evolution Advisers's IJH Position: Q2 2026 in Review

Evolution Advisers reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 94% in Q2 2026, selling an estimated $38.9K and leaving 35 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Evolution Advisers first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. The position peaked at $38K in Q1 2026. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Evolution Advisers held 35 shares of iShares Core S&P Mid-Cap ETF worth $2K as of Q2 2026.
Evolution Advisers sold 530 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $38.9K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Evolution Advisers's portfolio in Q2 2026, its #167 holding.
Evolution Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Evolution Advisers's iShares Core S&P Mid-Cap ETF position peaked at $38K in Q1 2026.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.