Sage Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $115M | Buy |
1,488,196
+33,580
| +2% | +$2.46M | 6.36% | 2 |
|
|
2026
Q1 | $98.2M | Buy |
1,454,616
+42,182
| +3% | +$2.93M | 6.39% | 2 |
|
|
2025
Q4 | $93.2M | Buy |
1,412,434
+37,963
| +3% | +$2.49M | 6.17% | 2 |
|
|
2025
Q3 | $89.7M | Buy |
1,374,471
+50,813
| +4% | +$3.27M | 6.1% | 2 |
|
|
2025
Q2 | $82.1M | Buy |
1,323,658
+2,625
| +0.2% | +$154K | 6.06% | 2 |
|
|
2025
Q1 | $77.1M | Buy |
1,321,033
+41,478
| +3% | +$2.58M | 6.23% | 2 |
|
|
2024
Q4 | $79.7M | Buy |
1,279,555
+22,157
| +2% | +$1.42M | 6.42% | 2 |
|
|
2024
Q3 | $78.4M | Buy |
1,257,398
+21,893
| +2% | +$1.32M | 6.4% | 2 |
|
|
2024
Q2 | $72.3M | Buy |
1,235,505
+83,761
| +7% | +$4.92M | 6.26% | 2 |
|
|
2024
Q1 | $70M | Buy |
1,151,744
+49,769
| +5% | +$2.82M | 6.3% | 2 |
|
|
2023
Q4 | $61.1M | Buy |
1,101,975
+7,445
| +0.7% | +$378K | 5.95% | 2 |
|
|
2023
Q3 | $54.6M | Buy |
1,094,530
+31,370
| +3% | +$1.64M | 6.05% | 2 |
|
|
2023
Q2 | $55.6M | Buy |
1,063,160
+75,530
| +8% | +$3.75M | 5.88% | 2 |
|
|
2023
Q1 | $49.4M | Buy |
987,630
+167,680
| +20% | +$8.54M | 5.6% | 2 |
|
|
2022
Q4 | $39.7M | Buy |
819,950
+37,460
| +5% | +$1.81M | 4.83% | 3 |
|
|
2022
Q3 | $34.3M | Buy |
782,490
+9,015
| +1% | +$436K | 4.7% | 3 |
|
|
2022
Q2 | $35M | Buy |
773,475
+8,425
| +1% | +$416K | 4.62% | 3 |
|
|
2022
Q1 | $41.1M | Buy |
765,050
+37,040
| +5% | +$1.97M | 4.78% | 4 |
|
|
2021
Q4 | $41.2M | Buy |
728,010
+43,515
| +6% | +$2.42M | 4.39% | 4 |
|
|
2021
Q3 | $36M | Buy |
684,495
+44,400
| +7% | +$2.39M | 4.43% | 4 |
|
|
2021
Q2 | $34.4M | Buy |
640,095
+35,685
| +6% | +$1.93M | 4.24% | 4 |
|
|
2021
Q1 | $31.5M | Buy |
604,410
+28,530
| +5% | +$1.42M | 4.13% | 4 |
|
|
2020
Q4 | $26.5M | Buy |
575,880
+43,855
| +8% | +$1.85M | 3.63% | 4 |
|
|
2020
Q3 | $19.7M | Buy |
532,025
+69,690
| +15% | +$2.61M | 3.23% | 5 |
|
|
2020
Q2 | $16.4M | Buy |
462,335
+3,130
| +0.7% | +$104K | 2.96% | 5 |
|
|
2020
Q1 | $13.2M | Buy |
459,205
+74,160
| +19% | +$2.76M | 2.49% | 6 |
|
|
2019
Q4 | $15.8M | Buy |
385,045
+41,690
| +12% | +$1.65M | 2.17% | 8 |
|
|
2019
Q3 | $13.3M | Buy |
343,355
+32,055
| +10% | +$1.23M | 1.98% | 9 |
|
|
2019
Q2 | $12.1M | Buy |
311,300
+143,460
| +85% | +$5.5M | 1.79% | 10 |
|
|
2019
Q1 | $6.36M | Buy |
167,840
+44,125
| +36% | +$1.63M | 0.98% | 20 |
|
|
2018
Q4 | $4.11M | Buy |
123,715
+73,175
| +145% | +$2.67M | 0.69% | 26 |
|
|
2018
Q3 | $2.04M | Buy |
+50,540
| New | +$2.03M | 0.4% | 23 |
|
|
2016
Q1 | – | Sell |
-7,740
| Closed | -$216K | – | 53 |
|
|
2015
Q4 | $216K | Buy |
+7,740
| New | +$221K | 0.07% | 40 |
|
Other funds holding IJH
Sage Financial Group's IJH Position: Q2 2026 in Review
Sage Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2026, buying an estimated $2.46M and bringing the position to 1,488,196 shares worth $115M. The position accounts for 6.36% of the portfolio, ranked #2.
Sage Financial Group first reported a position in IJH in Q4 2015 and has held it in 33 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Sage Financial Group held 1,488,196 shares of iShares Core S&P Mid-Cap ETF worth $115M as of Q2 2026.
- Sage Financial Group bought 33,580 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.46M.
- iShares Core S&P Mid-Cap ETF made up 6.36% of Sage Financial Group's portfolio in Q2 2026, its #2 holding.
- Sage Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2015 and has held it in 33 quarters since.
- 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.