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

Verdence Capital 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	$3.88M	Sell	50,315 -1,962	-4%	-$144K	0.2%	113
2026 Q1	$3.53M	Buy	52,277 +5,237	+11%	+$363K	0.21%	111
2025 Q4	$3.1M	Sell	47,040 -14,183	-23%	-$929K	0.18%	123
2025 Q3	$4.06M	Buy	61,223 +27,164	+80%	+$1.75M	0.23%	104
2025 Q2	$2.11M	Sell	34,059 -1,373	-4%	-$80.6K	0.14%	154
2025 Q1	$2.07M	Sell	35,432 -2,607	-7%	-$162K	0.16%	142
2024 Q4	$2.37M	Sell	38,039 -1,175	-3%	-$75.4K	0.19%	129
2024 Q3	$2.44M	Sell	39,214 -128	-0.3%	-$7.72K	0.19%	138
2024 Q2	$2.3M	Buy	39,342 +2,634	+7%	+$155K	0.2%	128
2024 Q1	$2.23M	Buy	36,708 +1,978	+6%	+$112K	0.2%	135
2023 Q4	$1.93M	Sell	34,730 -4,990	-13%	-$253K	0.19%	137
2023 Q3	$1.98M	Buy	39,720 +9,245	+30%	+$484K	0.22%	125
2023 Q2	$1.59M	Buy	30,475 +450	+1%	+$22.4K	0.19%	140
2023 Q1	$1.5M	Buy	30,025 +4,205	+16%	+$214K	0.18%	142
2022 Q4	$1.25M	Buy	25,820 +400	+2%	+$19.3K	0.15%	149
2022 Q3	$1.11M	Buy	25,420 +410	+2%	+$19.8K	0.15%	155
2022 Q2	$1.13M	Buy	25,010 +700	+3%	+$34.6K	0.15%	161
2022 Q1	$1.3M	Buy	24,310 +1,120	+5%	+$59.6K	0.15%	157
2021 Q4	$1.31M	Sell	23,190 -900	-4%	-$50.1K	0.15%	144
2021 Q3	$1.27M	Sell	24,090 -910	-4%	-$49K	0.17%	140
2021 Q2	$1.34M	Sell	25,000 -1,525	-6%	-$82.3K	0.19%	127
2021 Q1	$1.38M	Sell	26,525 -1,815	-6%	-$90.6K	0.23%	111
2020 Q4	$1.3M	Buy	28,340 +4,450	+19%	+$187K	0.25%	104
2020 Q3	$885K	Buy	23,890 +100	+0.4%	+$3.74K	0.2%	124
2020 Q2	$846K	Buy	23,790 +225	+1%	+$7.47K	0.21%	123
2020 Q1	$678K	Buy	23,565 +345	+1%	+$12.8K	0.2%	128
2019 Q4	$956K	Buy	23,220 +950	+4%	+$37.6K	0.23%	110
2019 Q3	$861K	Buy	22,270 +225	+1%	+$8.65K	0.24%	121
2019 Q2	$856K	Hold	22,045	–	–	0.25%	118
2019 Q1	$835K	Buy	22,045 +1,110	+5%	+$41K	0.23%	116
2018 Q4	$695K	Buy	20,935 +840	+4%	+$30.6K	0.19%	114
2018 Q3	$809K	Sell	20,095 -4,650	-19%	-$187K	0.2%	112
2018 Q2	$964K	Sell	24,745 -175	-0.7%	-$6.76K	0.23%	100
2018 Q1	$935K	Sell	24,920 -5,675	-19%	-$217K	0.23%	103
2017 Q4	$1.16M	Buy	+30,595	New	+$1.13M	0.28%	78

Other funds holding IJH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Verdence Capital Advisors's IJH Position: Q2 2026 in Review

Verdence Capital Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.8% in Q2 2026, selling an estimated $144K and leaving 50,315 shares worth $3.88M. The position accounts for 0.2% of the portfolio, ranked #113.

Verdence Capital Advisors first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.06M in Q3 2025. 1,453 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Verdence Capital Advisors held 50,315 shares of iShares Core S&P Mid-Cap ETF worth $3.88M as of Q2 2026.
Verdence Capital Advisors sold 1,962 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $144K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Verdence Capital Advisors's portfolio in Q2 2026, its #113 holding.
Verdence Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
Verdence Capital Advisors's iShares Core S&P Mid-Cap ETF position peaked at $4.06M in Q3 2025.
1,453 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.