Verde Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Verde Capital Management’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	$37.8M	Sell	490,013 -4,577	-0.9%	-$336K	6.99%	6
2026 Q1	$33.4M	Buy	494,590 +3,378	+0.7%	+$234K	7.14%	6
2025 Q4	$32.4M	Buy	491,212 +18,643	+4%	+$1.22M	6.91%	5
2025 Q3	$30.8M	Buy	472,569 +21,501	+5%	+$1.38M	6.83%	5
2025 Q2	$28M	Buy	451,068 +22,274	+5%	+$1.31M	6.9%	5
2025 Q1	$25M	Buy	428,794 +17,037	+4%	+$1.06M	7.12%	5
2024 Q4	$25.7M	Buy	411,757 +10,569	+3%	+$678K	7.24%	5
2024 Q3	$25M	Buy	401,188 +3,919	+1%	+$236K	7.5%	5
2024 Q2	$23.2M	Buy	397,269 +16,645	+4%	+$978K	7.38%	5
2024 Q1	$23.1M	Buy	380,624 +3,909	+1%	+$221K	7.91%	5
2023 Q4	$20.9M	Sell	376,715 -15,790	-4%	-$801K	7.89%	5
2023 Q3	$19.6M	Buy	392,505 +10,415	+3%	+$546K	7.61%	5
2023 Q2	$20M	Buy	382,090 +10,030	+3%	+$498K	7.58%	5
2023 Q1	$18.6M	Buy	372,060 +3,365	+0.9%	+$171K	7.76%	5
2022 Q4	$17.8M	Sell	368,695 -23,290	-6%	-$1.13M	8.52%	3
2022 Q3	$17.2M	Sell	391,985 -25,485	-6%	-$1.23M	8.36%	3
2022 Q2	$18.9M	Sell	417,470 -48,520	-10%	-$2.4M	8.67%	3
2022 Q1	$25M	Buy	465,990 +8,930	+2%	+$475K	9.91%	3
2021 Q4	$25.9M	Buy	457,060 +26,570	+6%	+$1.48M	9.86%	2
2021 Q3	$22.6M	Buy	430,490 +61,525	+17%	+$3.31M	9.43%	5
2021 Q2	$19.8M	Buy	+368,965	New	+$19.9M	8.35%	5
2020 Q1	–	Sell	-120,930	Closed	-$4.98M	–	37
2019 Q4	$4.98M	Buy	+120,930	New	+$4.79M	2.91%	12

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

Verde Capital Management's IJH Position: Q2 2026 in Review

Verde Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.93% in Q2 2026, selling an estimated $336K and leaving 490,013 shares worth $37.8M. The position accounts for 6.99% of the portfolio, ranked #6.

Verde Capital Management first reported a position in IJH in Q4 2019 and has held it in 22 quarters since. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Verde Capital Management held 490,013 shares of iShares Core S&P Mid-Cap ETF worth $37.8M as of Q2 2026.
Verde Capital Management sold 4,577 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $336K.
iShares Core S&P Mid-Cap ETF made up 6.99% of Verde Capital Management's portfolio in Q2 2026, its #6 holding.
Verde Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Verde Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.