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

Versant 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	$7.47M	Buy	96,868 +92,000	+1,890%	+$6.75M	0.67%	28
2026 Q1	$329K	Hold	4,868	–	–	0.03%	399
2025 Q4	$321K	Hold	4,868	–	–	0.04%	336
2025 Q3	$318K	Buy	4,868 +458	+10%	+$29.4K	0.04%	341
2025 Q2	$274K	Buy	4,410 +1,710	+63%	+$100K	0.04%	358
2025 Q1	$158K	Hold	2,700	–	–	0.03%	490
2024 Q4	$168K	Hold	2,700	–	–	0.04%	206
2024 Q3	$168K	Hold	2,700	–	–	0.04%	172
2024 Q2	$158K	Hold	2,700	–	–	0.04%	161
2024 Q1	$164K	Sell	2,700 -35	-1%	-$1.98K	0.05%	142
2023 Q4	$152K	Buy	2,735 +535	+24%	+$27.1K	0.05%	147
2023 Q3	$110K	Sell	2,200 -1,525	-41%	-$79.9K	0.03%	168
2023 Q2	$195K	Buy	3,725 +1,825	+96%	+$90.7K	0.06%	129
2023 Q1	$95.1K	Buy	1,900 +1,500	+375%	+$76.4K	0.03%	177
2022 Q4	$19.4K	Buy	400 +220	+122%	+$10.6K	0.01%	458
2022 Q3	$8K	Hold	180	–	–	﹤0.01%	714
2022 Q2	$8K	Buy	+180	New	+$8.89K	﹤0.01%	715
2021 Q4	–	Sell	-1,080	Closed	-$57K	–	1509
2021 Q3	$57K	Buy	1,080 +1,055	+4,220%	+$56.8K	0.02%	211
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	1287
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	1372
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	1222
2020 Q3	$0	Hold	25	–	–	﹤0.01%	1391
2020 Q2	$0	Hold	25	–	–	﹤0.01%	1413
2020 Q1	$0	Sell	25 -1,020	-98%	-$37.9K	﹤0.01%	1474
2019 Q4	$43K	Buy	1,045 +200	+24%	+$7.93K	0.02%	244
2019 Q3	$32K	Hold	845	–	–	0.02%	310
2019 Q2	$32K	Buy	845 +25	+3%	+$958	0.01%	311
2019 Q1	$31K	Hold	820	–	–	0.01%	423
2018 Q4	$27K	Sell	820 -115	-12%	-$4.2K	0.01%	419
2018 Q3	$37K	Hold	935	–	–	0.02%	389
2018 Q2	$36K	Hold	935	–	–	0.02%	398
2018 Q1	$35K	Sell	935 -145	-13%	-$5.55K	0.01%	409
2017 Q4	$40K	Buy	1,080 +725	+204%	+$26.8K	0.02%	384
2017 Q3	$12K	Buy	355 +240	+209%	+$8.36K	0.01%	768
2017 Q2	$4K	Buy	+115	New	+$3.97K	﹤0.01%	1096

Other funds holding IJH

VFA

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

FMII

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Versant Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1,890% in Q2 2026, buying an estimated $6.75M and bringing the position to 96,868 shares worth $7.47M. The position accounts for 0.67% of the portfolio, ranked #28.

Versant Capital Management first reported a position in IJH in Q2 2017 and has held it in 35 quarters since. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Versant Capital Management held 96,868 shares of iShares Core S&P Mid-Cap ETF worth $7.47M as of Q2 2026.
Versant Capital Management bought 92,000 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.75M.
iShares Core S&P Mid-Cap ETF made up 0.67% of Versant Capital Management's portfolio in Q2 2026, its #28 holding.
Versant Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 35 quarters since.
635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.