Sovereign Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sovereign Investment Advisors’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	$7.23M	Sell	93,739 -479	-0.5%	-$35.1K	1.36%	22
2026 Q1	$6.36M	Buy	+94,218	New	+$6.54M	1.35%	25
2023 Q3	–	Sell	-16,070	Closed	-$840K	–	39
2023 Q2	$840K	Buy	+16,070	New	+$799K	0.32%	31
2021 Q3	–	Sell	-16,240	Closed	-$873K	–	31
2021 Q2	$873K	Hold	16,240	–	–	0.33%	29
2021 Q1	$845K	Hold	16,240	–	–	0.34%	29
2020 Q4	$746K	Sell	16,240 -338,835	-95%	-$14.3M	0.3%	30
2020 Q3	$13.2M	Buy	355,075 +1,470	+0.4%	+$55K	5.15%	6
2020 Q2	$12.6M	Buy	353,605 +28,600	+9%	+$950K	5.71%	6
2020 Q1	$9.35M	Hold	325,005	–	–	4.84%	6
2019 Q4	$13.4M	Buy	+325,005	New	+$12.9M	6.07%	5

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

Sovereign Investment Advisors's IJH Position: Q2 2026 in Review

Sovereign Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.51% in Q2 2026, selling an estimated $35.1K and leaving 93,739 shares worth $7.23M. The position accounts for 1.36% of the portfolio, ranked #22.

Sovereign Investment Advisors first reported a position in IJH in Q4 2019 and has held it in 10 quarters since. The position peaked at $13.4M in Q4 2019. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sovereign Investment Advisors held 93,739 shares of iShares Core S&P Mid-Cap ETF worth $7.23M as of Q2 2026.
Sovereign Investment Advisors sold 479 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $35.1K.
iShares Core S&P Mid-Cap ETF made up 1.36% of Sovereign Investment Advisors's portfolio in Q2 2026, its #22 holding.
Sovereign Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 10 quarters since.
Sovereign Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $13.4M in Q4 2019.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sovereign Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.