EPW
IJH icon

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

Evolve Private 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 		$1.08M Buy
16,022
+3,384
+27% +$235K 0.06% 312
2025
Q4 		$834K Buy
+12,638
New +$828K 0.05% 353

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Evolve Private Wealth's IJH Position: Q1 2026 in Review

Evolve Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 27% in Q1 2026, buying an estimated $235K and bringing the position to 16,022 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #312.

Evolve Private Wealth first reported a position in IJH in Q4 2025 and has held it in 2 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Evolve Private Wealth held 16,022 shares of iShares Core S&P Mid-Cap ETF worth $1.08M as of Q1 2026.
  • Evolve Private Wealth bought 3,384 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $235K.
  • iShares Core S&P Mid-Cap ETF made up 0.06% of Evolve Private Wealth's portfolio in Q1 2026, its #312 holding.
  • Evolve Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.