SageView Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

SageView Advisory 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
2025 Q4	$14.2M	Buy	214,750 +36,788	+21%	+$2.41M	0.48%	24
2025 Q3	$11.6M	Sell	177,962 -12,032	-6%	-$773K	0.4%	30
2025 Q2	$12.2M	Sell	189,994 -8,617	-4%	-$506K	0.46%	25
2025 Q1	$11.6M	Buy	198,611 +56,031	+39%	+$3.48M	0.49%	25
2024 Q4	$8.88M	Buy	142,580 +111,781	+363%	+$7.17M	0.38%	34
2024 Q3	$1.92M	Sell	30,799 -24,463	-44%	-$1.48M	0.1%	117
2024 Q2	$3.23M	Buy	55,262 +39,921	+260%	+$2.35M	0.15%	83
2024 Q1	$1.03M	Sell	15,341 -140,359	-90%	-$7.95M	0.05%	192
2023 Q4	$8.64M	Buy	155,700 +69,745	+81%	+$3.54M	0.37%	34
2023 Q3	$4.29M	Sell	85,955 -26,085	-23%	-$1.37M	0.25%	60
2023 Q2	$5.86M	Buy	112,040 +43,370	+63%	+$2.16M	0.33%	45
2023 Q1	$3.44M	Sell	68,670 -23,595	-26%	-$1.2M	0.22%	75
2022 Q4	$4.46M	Buy	+92,265	New	+$4.46M	0.36%	58

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SageView Advisory Group's IJH Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q4 2025, buying an estimated $2.41M and bringing the position to 214,750 shares worth $14.2M. The position accounts for 0.48% of the portfolio, ranked #24.

SageView Advisory Group first reported a position in IJH in Q4 2022 and has held it in 13 quarters since. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

SageView Advisory Group held 214,750 shares of iShares Core S&P Mid-Cap ETF worth $14.2M as of Q4 2025.
SageView Advisory Group bought 36,788 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $2.41M.
iShares Core S&P Mid-Cap ETF made up 0.48% of SageView Advisory Group's portfolio in Q4 2025, its #24 holding.
SageView Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.