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

Sage Financial Management Group’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	$10M	Buy	148,012 +3,471	+2%	+$241K	3.07%	9
2025 Q4	$9.54M	Buy	144,541 +28,391	+24%	+$1.86M	2.91%	10
2025 Q3	$7.58M	Buy	116,150 +37,324	+47%	+$2.4M	2.42%	14
2025 Q2	$4.89M	Sell	78,826 -12,192	-13%	-$716K	1.69%	16
2025 Q1	$5.31M	Buy	91,018 +2,492	+3%	+$155K	1.93%	15
2024 Q4	$5.52M	Buy	88,526 +9,917	+13%	+$636K	2.04%	15
2024 Q3	$4.9M	Buy	+78,609	New	+$4.74M	1.9%	16
2024 Q2	–	Sell	-71,316	Closed	-$4.33M	–	22
2024 Q1	$4.33M	Buy	71,316 +3,306	+5%	+$187K	2.05%	16
2023 Q4	$3.77M	Buy	68,010 +5,755	+9%	+$292K	2.02%	15
2023 Q3	$3.1M	Buy	+62,255	New	+$3.26M	1.87%	16
2023 Q1	–	Sell	-7,600	Closed	-$368K	–	38
2022 Q4	$368K	Buy	+7,600	New	+$367K	0.26%	33
2021 Q2	–	Sell	-1,070	Closed	-$56K	–	65
2021 Q1	$56K	Buy	+1,070	New	+$53.4K	0.04%	57

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

Sage Financial Management Group's IJH Position: Q1 2026 in Review

Sage Financial Management Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q1 2026, buying an estimated $241K and bringing the position to 148,012 shares worth $10M. The position accounts for 3.07% of the portfolio, ranked #9.

Sage Financial Management Group first reported a position in IJH in Q1 2021 and has held it in 12 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Sage Financial Management Group held 148,012 shares of iShares Core S&P Mid-Cap ETF worth $10M as of Q1 2026.
Sage Financial Management Group bought 3,471 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $241K.
iShares Core S&P Mid-Cap ETF made up 3.07% of Sage Financial Management Group's portfolio in Q1 2026, its #9 holding.
Sage Financial Management Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 12 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.