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

Sage Rhino Capital’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	$656K	Buy	8,505 +105	+1%	+$7.7K	0.11%	130
2026 Q1	$567K	Hold	8,400	–	–	0.11%	139
2025 Q4	$554K	Hold	8,400	–	–	0.1%	139
2025 Q3	$548K	Hold	8,400	–	–	0.11%	143
2025 Q2	$521K	Hold	8,400	–	–	0.11%	134
2025 Q1	$490K	Hold	8,400	–	–	0.11%	135
2024 Q4	$523K	Hold	8,400	–	–	0.11%	129
2024 Q3	$523K	Hold	8,400	–	–	0.12%	131
2024 Q2	$492K	Hold	8,400	–	–	0.12%	130
2024 Q1	$510K	Hold	8,400	–	–	0.12%	127
2023 Q4	$466K	Hold	8,400	–	–	0.12%	127
2023 Q3	$419K	Hold	8,400	–	–	0.12%	131
2023 Q2	$439K	Hold	8,400	–	–	0.12%	128
2023 Q1	$420K	Hold	8,400	–	–	0.12%	130
2022 Q4	$406K	Hold	8,400	–	–	0.13%	125
2022 Q3	$368K	Hold	8,400	–	–	0.15%	109
2022 Q2	$380K	Hold	8,400	–	–	0.15%	119
2022 Q1	$451K	Hold	8,400	–	–	0.14%	130
2021 Q4	$476K	Hold	8,400	–	–	0.13%	125
2021 Q3	$442K	Hold	8,400	–	–	0.13%	115
2021 Q2	$451K	Hold	8,400	–	–	0.13%	117
2021 Q1	$437K	Hold	8,400	–	–	0.14%	104
2020 Q4	$386K	Hold	8,400	–	–	0.15%	107
2020 Q3	$311K	Hold	8,400	–	–	0.15%	111
2020 Q2	$299K	Buy	8,400 +875	+12%	+$29.1K	0.16%	111
2020 Q1	$217K	Buy	+7,525	New	+$280K	0.16%	116

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 Rhino Capital's IJH Position: Q2 2026 in Review

Sage Rhino Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, buying an estimated $7.7K and bringing the position to 8,505 shares worth $656K. The position accounts for 0.11% of the portfolio, ranked #130.

Sage Rhino Capital first reported a position in IJH in Q1 2020 and has held it in 26 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sage Rhino Capital held 8,505 shares of iShares Core S&P Mid-Cap ETF worth $656K as of Q2 2026.
Sage Rhino Capital bought 105 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.7K.
iShares Core S&P Mid-Cap ETF made up 0.11% of Sage Rhino Capital's portfolio in Q2 2026, its #130 holding.
Sage Rhino Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.