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 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 $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 Rhino Capital's IJH Position: Q1 2026 in Review

Sage Rhino Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 8,400 shares worth $567K. The position accounts for 0.11% of the portfolio, ranked #139.

Sage Rhino Capital first reported a position in IJH in Q1 2020 and has held it in 25 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Sage Rhino Capital held 8,400 shares of iShares Core S&P Mid-Cap ETF worth $567K as of Q1 2026.
Sage Rhino Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.11% of Sage Rhino Capital's portfolio in Q1 2026, its #139 holding.
Sage Rhino Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 25 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 Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.