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

Sovran 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	$552K	Buy	7,254 +4	+0.1%	+$293	0.04%	361
2026 Q1	$528K	Buy	7,250 +733	+11%	+$50.8K	0.04%	355
2025 Q4	$458K	Buy	6,517 +1,227	+23%	+$80.4K	0.04%	364
2025 Q3	$341K	Sell	5,290 -1,140	-18%	-$73.3K	0.03%	411
2025 Q2	$408K	Sell	6,430 -7,556	-54%	-$444K	0.04%	345
2025 Q1	$767K	Sell	13,986 -1,363	-9%	-$84.6K	0.1%	214
2024 Q4	$969K	Buy	+15,349	New	+$984K	0.14%	156

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sovran Advisors's IJH Position: Q2 2026 in Review

Sovran Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q2 2026, buying an estimated $293 and bringing the position to 7,254 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #361.

Sovran Advisors first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $969K in Q4 2024. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Sovran Advisors held 7,254 shares of iShares Core S&P Mid-Cap ETF worth $552K as of Q2 2026.
Sovran Advisors bought 4 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $293.
iShares Core S&P Mid-Cap ETF made up 0.04% of Sovran Advisors's portfolio in Q2 2026, its #361 holding.
Sovran Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Sovran Advisors's iShares Core S&P Mid-Cap ETF position peaked at $969K in Q4 2024.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.