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

Sage Capital Management’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	$1.57M	Buy	20,304 +45	+0.2%	+$3.3K	0.61%	46
2026 Q1	$1.37M	Buy	20,259 +42	+0.2%	+$2.91K	0.64%	40
2025 Q4	$1.33M	Buy	20,217 +87	+0.4%	+$5.7K	0.62%	41
2025 Q3	$1.31M	Sell	20,130 -1,268	-6%	-$81.5K	0.59%	43
2025 Q2	$1.33M	Sell	21,398 -248	-1%	-$14.6K	0.64%	42
2025 Q1	$1.26M	Buy	21,646 +53	+0.2%	+$3.29K	0.69%	40
2024 Q4	$1.35M	Sell	21,593 -609	-3%	-$39.1K	0.68%	41
2024 Q3	$1.38M	Buy	22,202 +83	+0.4%	+$5K	0.66%	41
2024 Q2	$1.29M	Buy	22,119 +60	+0.3%	+$3.52K	0.68%	39
2024 Q1	$1.34M	Buy	22,059 +54	+0.2%	+$3.06K	0.73%	38
2023 Q4	$1.22M	Buy	+22,005	New	+$1.12M	0.73%	41

Other funds holding IJH

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

Sage Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.22% in Q2 2026, buying an estimated $3.3K and bringing the position to 20,304 shares worth $1.57M. The position accounts for 0.61% of the portfolio, ranked #46.

Sage Capital Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,110 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sage Capital Management held 20,304 shares of iShares Core S&P Mid-Cap ETF worth $1.57M as of Q2 2026.
Sage Capital Management bought 45 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.3K.
iShares Core S&P Mid-Cap ETF made up 0.61% of Sage Capital Management's portfolio in Q2 2026, its #46 holding.
Sage Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,110 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sage Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.