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 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 $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

Evolution Advisers's IJH Position: Q1 2026 in Review

Evolution Advisers held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 565 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #97.

Evolution Advisers first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Evolution Advisers held 565 shares of iShares Core S&P Mid-Cap ETF worth $38K as of Q1 2026.
Evolution Advisers left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Evolution Advisers's portfolio in Q1 2026, its #97 holding.
Evolution Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.