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

Sage Mountain 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	$168K	Hold	2,180	–	–	0.01%	229
2026 Q1	$147K	Buy	2,180 +150	+7%	+$10.4K	0.01%	211
2025 Q4	$134K	Sell	2,030 -355	-15%	-$23.3K	0.01%	493
2025 Q3	$156K	Buy	2,385 +355	+17%	+$22.8K	0.01%	476
2025 Q2	$126K	Hold	2,030	–	–	0.01%	427
2025 Q1	$118K	Hold	2,030	–	–	0.01%	404
2024 Q4	$126K	Hold	2,030	–	–	0.01%	398
2024 Q3	$127K	Hold	2,030	–	–	0.01%	408
2024 Q2	$119K	Hold	2,030	–	–	0.01%	361
2024 Q1	$123K	Sell	2,030 -270	-12%	-$15.3K	0.01%	338
2023 Q4	$127K	Buy	2,300 +300	+15%	+$15.2K	0.01%	283
2023 Q3	$99.7K	Buy	2,000 +10	+0.5%	+$524	0.01%	290
2023 Q2	$104K	Buy	1,990 +750	+60%	+$37.3K	0.01%	279
2023 Q1	$62K	Buy	1,240 +315	+34%	+$16K	0.01%	279
2022 Q4	$44.8K	Buy	925 +160	+21%	+$7.73K	0.01%	223
2022 Q3	$34K	Hold	765	–	–	0.01%	312
2022 Q2	$35K	Sell	765 -1,560	-67%	-$77K	0.01%	552
2022 Q1	$125K	Hold	2,325	–	–	0.02%	518
2021 Q4	$132K	Hold	2,325	–	–	0.02%	571
2021 Q3	$122K	Hold	2,325	–	–	0.02%	480
2021 Q2	$125K	Buy	2,325 +1,560	+204%	+$84.2K	0.02%	431
2021 Q1	$40K	Hold	765	–	–	0.01%	412
2020 Q4	$35K	Buy	+765	New	+$32.2K	0.01%	238

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sage Mountain Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 2,180 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #229.

Sage Mountain Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sage Mountain Advisors held 2,180 shares of iShares Core S&P Mid-Cap ETF worth $168K as of Q2 2026.
Sage Mountain Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #229 holding.
Sage Mountain Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.