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
2026 Q2	$16.3M	Buy	211,782 +11,467	+6%	+$841K	0.54%	24
2026 Q1	$13.5M	Sell	200,315 -14,435	-7%	-$1M	0.49%	22
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 $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

SageView Advisory Group's IJH Position: Q2 2026 in Review

SageView Advisory Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.7% in Q2 2026, buying an estimated $841K and bringing the position to 211,782 shares worth $16.3M. The position accounts for 0.54% of the portfolio, ranked #24.

SageView Advisory Group first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

SageView Advisory Group held 211,782 shares of iShares Core S&P Mid-Cap ETF worth $16.3M as of Q2 2026.
SageView Advisory Group bought 11,467 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $841K.
iShares Core S&P Mid-Cap ETF made up 0.54% of SageView Advisory Group's portfolio in Q2 2026, 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 15 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.