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

Sage Capital 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 		$990K Buy
12,842
+31
+0.2% +$2.27K 0.21% 81
2026
Q1 		$865K Buy
12,811
+29
+0.2% +$2.01K 0.2% 78
2025
Q4 		$844K Buy
12,782
+60
+0.5% +$3.93K 0.2% 74
2025
Q3 		$830K Buy
12,722
+39
+0.3% +$2.51K 0.2% 75
2025
Q2 		$787K Buy
12,683
+38
+0.3% +$2.23K 0.19% 78
2025
Q1 		$738K Buy
12,645
+33
+0.3% +$2.05K 0.19% 77
2024
Q4 		$786K Buy
12,612
+51
+0.4% +$3.27K 0.2% 75
2024
Q3 		$783K Buy
12,561
+46
+0.4% +$2.77K 0.2% 78
2024
Q2 		$732K Buy
12,515
+34
+0.3% +$2K 0.21% 73
2024
Q1 		$758K Buy
12,481
+31
+0.2% +$1.75K 0.22% 75
2023
Q4 		$690K Buy
12,450
+105
+0.9% +$5.33K 0.22% 72
2023
Q3 		$616K Hold
12,345
– – 0.23% 69
2023
Q2 		$646K Buy
12,345
+535
+5% +$26.6K 0.23% 68
2023
Q1 		$591K Buy
11,810
+45
+0.4% +$2.29K 0.23% 68
2022
Q4 		$569K Buy
11,765
+115
+1% +$5.56K 0.25% 63
2022
Q3 		$511K Sell
11,650
-635
-5% -$30.7K 0.26% 64
2022
Q2 		$556K Buy
12,285
+40
+0.3% +$1.98K 0.27% 59
2022
Q1 		$639K Buy
12,245
+40
+0.3% +$2.13K 0.26% 62
2021
Q4 		$653K Buy
12,205
+80
+0.7% +$4.45K 0.25% 62
2021
Q3 		$638K Hold
12,125
– – 0.27% 61
2021
Q2 		$647K Buy
12,125
+60
+0.5% +$3.24K 0.26% 61
2021
Q1 		$628K Buy
12,065
+710
+6% +$35.5K 0.28% 61
2020
Q4 		$555K Sell
11,355
-1,260
-10% -$53.1K 0.27% 64
2020
Q3 		$467K Buy
12,615
+55
+0.4% +$2.06K 0.28% 61
2020
Q2 		$447K Buy
12,560
+110
+0.9% +$3.65K 0.29% 60
2020
Q1 		$358K Buy
12,450
+5
+0% +$186 0.29% 61
2019
Q4 		$512K Buy
12,445
+105
+0.9% +$4.16K 0.33% 58
2019
Q3 		$477K Sell
12,340
-500
-4% -$19.2K 0.36% 56
2019
Q2 		$498K Buy
12,840
+55
+0.4% +$2.11K 0.34% 57
2019
Q1 		$484K Buy
12,785
+45
+0.4% +$1.66K 0.31% 57
2018
Q4 		$423K Buy
12,740
+85
+0.7% +$3.1K 0.32% 56
2018
Q3 		$509K Buy
12,655
+50
+0.4% +$2.01K 0.32% 59
2018
Q2 		$491K Hold
12,605
– – 0.34% 59
2018
Q1 		$473K Buy
12,605
+45
+0.4% +$1.72K 0.33% 58
2017
Q4 		$477K Buy
12,560
+70
+0.6% +$2.59K 0.31% 61
2017
Q3 		$447K Buy
12,490
+40
+0.3% +$1.39K 0.31% 63
2017
Q2 		$433K Buy
+12,450
New +$430K 0.32% 61

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Sage Capital Advisors's IJH Position: Q2 2026 in Review

Sage Capital Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.24% in Q2 2026, buying an estimated $2.27K and bringing the position to 12,842 shares worth $990K. The position accounts for 0.21% of the portfolio, ranked #81.

Sage Capital Advisors first reported a position in IJH in Q2 2017 and has held it in 37 quarters since. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Sage Capital Advisors held 12,842 shares of iShares Core S&P Mid-Cap ETF worth $990K as of Q2 2026.
  • Sage Capital Advisors bought 31 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.27K.
  • iShares Core S&P Mid-Cap ETF made up 0.21% of Sage Capital Advisors's portfolio in Q2 2026, its #81 holding.
  • Sage Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
  • 1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.