Sequoia Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $48.6M | Buy |
630,599
+25,927
| +4% | +$1.9M | 0.24% | 72 |
|
|
2026
Q1 | $40.8M | Buy |
604,672
+24,389
| +4% | +$1.69M | 0.23% | 81 |
|
|
2025
Q4 | $38.3M | Buy |
580,283
+38,670
| +7% | +$2.53M | 0.21% | 83 |
|
|
2025
Q3 | $35.3M | Sell |
541,613
-43,676
| -7% | -$2.81M | 0.21% | 88 |
|
|
2025
Q2 | $36.3M | Buy |
585,289
+71,011
| +14% | +$4.17M | 0.25% | 86 |
|
|
2025
Q1 | $30M | Buy |
514,278
+316,207
| +160% | +$19.6M | 0.23% | 90 |
|
|
2024
Q4 | $12.3M | Sell |
198,071
-45,751
| -19% | -$2.93M | 0.12% | 153 |
|
|
2024
Q3 | $15.2M | Sell |
243,822
-10,537
| -4% | -$635K | 0.16% | 120 |
|
|
2024
Q2 | $14.9M | Buy |
254,359
+58
| +0% | +$3.41K | 0.18% | 110 |
|
|
2024
Q1 | $15.4M | Sell |
254,301
-12,534
| -5% | -$710K | 0.19% | 107 |
|
|
2023
Q4 | $14.8M | Buy |
266,835
+152,890
| +134% | +$7.75M | 0.18% | 110 |
|
|
2023
Q3 | $5.68M | Buy |
113,945
+12,940
| +13% | +$678K | 0.1% | 144 |
|
|
2023
Q2 | $5.28M | Sell |
101,005
-28,400
| -22% | -$1.41M | 0.09% | 155 |
|
|
2023
Q1 | $6.47M | Buy |
129,405
+1,000
| +0.8% | +$50.9K | 0.14% | 128 |
|
|
2022
Q4 | $6.21M | Buy |
128,405
+21,690
| +20% | +$1.05M | 0.15% | 123 |
|
|
2022
Q3 | $4.68M | Sell |
106,715
-18,150
| -15% | -$877K | 0.15% | 121 |
|
|
2022
Q2 | $5.65M | Sell |
124,865
-10,915
| -8% | -$539K | 0.16% | 106 |
|
|
2022
Q1 | $7.29M | Buy |
135,780
+24,325
| +22% | +$1.3M | 0.18% | 101 |
|
|
2021
Q4 | $6.31M | Buy |
111,455
+66,270
| +147% | +$3.69M | 0.17% | 103 |
|
|
2021
Q3 | $2.38M | Sell |
45,185
-59,390
| -57% | -$3.2M | 0.24% | 67 |
|
|
2021
Q2 | $5.62M | Buy |
104,575
+11,840
| +13% | +$639K | 0.21% | 89 |
|
|
2021
Q1 | $4.83M | Buy |
92,735
+6,055
| +7% | +$302K | 0.2% | 80 |
|
|
2020
Q4 | $3.98M | Buy |
86,680
+760
| +0.9% | +$32K | 0.18% | 79 |
|
|
2020
Q3 | $3.18M | Buy |
85,920
+845
| +1% | +$31.6K | 0.17% | 79 |
|
|
2020
Q2 | $3.03M | Buy |
85,075
+550
| +0.7% | +$18.3K | 0.18% | 67 |
|
|
2020
Q1 | $2.43M | Buy |
84,525
+4,335
| +5% | +$161K | 0.18% | 70 |
|
|
2019
Q4 | $3.3M | Buy |
80,190
+10,450
| +15% | +$414K | 0.21% | 67 |
|
|
2019
Q3 | $2.69M | Sell |
69,740
-5,130
| -7% | -$197K | 0.2% | 67 |
|
|
2019
Q2 | $2.91M | Buy |
74,870
+9,550
| +15% | +$366K | 0.22% | 64 |
|
|
2019
Q1 | $2.47M | Buy |
65,320
+5,555
| +9% | +$205K | 0.2% | 70 |
|
|
2018
Q4 | $1.99M | Buy |
59,765
+615
| +1% | +$22.4K | 0.23% | 68 |
|
|
2018
Q3 | $2.38M | Sell |
59,150
-375
| -0.6% | -$15.1K | 0.24% | 71 |
|
|
2018
Q2 | $2.32M | Sell |
59,525
-300
| -0.5% | -$11.6K | 0.25% | 70 |
|
|
2018
Q1 | $2.24M | Buy |
59,825
+3,060
| +5% | +$117K | 0.24% | 74 |
|
|
2017
Q4 | $2.15M | Buy |
56,765
+680
| +1% | +$25.1K | 0.23% | 74 |
|
|
2017
Q3 | $2.01M | Sell |
56,085
-1,975
| -3% | -$68.8K | 0.24% | 72 |
|
|
2017
Q2 | $2.02M | Buy |
58,060
+4,230
| +8% | +$146K | 0.25% | 76 |
|
|
2017
Q1 | $1.84M | Sell |
53,830
-1,585
| -3% | -$53.9K | 0.23% | 77 |
|
|
2016
Q4 | $1.83M | Buy |
55,415
+5,865
| +12% | +$186K | 0.26% | 69 |
|
|
2016
Q3 | $1.53M | Sell |
49,550
-12,270
| -20% | -$379K | 0.29% | 60 |
|
|
2016
Q2 | $1.85M | Sell |
61,820
-3,510
| -5% | -$103K | 0.52% | 48 |
|
|
2016
Q1 | $1.88M | Buy |
65,330
+28,825
| +79% | +$770K | 0.61% | 40 |
|
|
2015
Q4 | $1.02M | Buy |
36,505
+12,555
| +52% | +$359K | 0.41% | 51 |
|
|
2015
Q3 | $654K | Buy |
23,950
+775
| +3% | +$22.5K | 0.28% | 72 |
|
|
2015
Q2 | $695K | Buy |
23,175
+60
| +0.3% | +$1.83K | 0.29% | 77 |
|
|
2015
Q1 | $703K | Sell |
23,115
-325
| -1% | -$9.61K | 0.32% | 74 |
|
|
2014
Q4 | $679K | Sell |
23,440
-1,835
| -7% | -$51.6K | 0.46% | 54 |
|
|
2014
Q3 | $691K | Buy |
25,275
+1,665
| +7% | +$46.9K | 0.48% | 52 |
|
|
2014
Q2 | $676K | Buy |
23,610
+1,010
| +4% | +$27.7K | 0.51% | 49 |
|
|
2014
Q1 | $621K | Sell |
22,600
-1,335
| -6% | -$35.9K | 0.52% | 53 |
|
|
2013
Q4 | $641K | Buy |
+23,935
| New | +$618K | 0.53% | 52 |
|
Other funds holding IJH
Sequoia Financial Advisors's IJH Position: Q2 2026 in Review
Sequoia Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q2 2026, buying an estimated $1.9M and bringing the position to 630,599 shares worth $48.6M. The position accounts for 0.24% of the portfolio, ranked #72.
Sequoia Financial Advisors first reported a position in IJH in Q4 2013 and has held it in 51 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Sequoia Financial Advisors held 630,599 shares of iShares Core S&P Mid-Cap ETF worth $48.6M as of Q2 2026.
- Sequoia Financial Advisors bought 25,927 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.9M.
- iShares Core S&P Mid-Cap ETF made up 0.24% of Sequoia Financial Advisors's portfolio in Q2 2026, its #72 holding.
- Sequoia Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
- 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.