Verum Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Verum Partners’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	$243K	Sell	3,145 -46	-1%	-$3.38K	0.04%	175
2026 Q1	$215K	Buy	3,191 +58	+2%	+$4.02K	0.04%	167
2025 Q4	$207K	Sell	3,133 -303	-9%	-$19.8K	0.04%	160
2025 Q3	$224K	Buy	3,436 +3	+0.1%	+$193	0.05%	157
2025 Q2	$213K	Buy	+3,433	New	+$202K	0.05%	156
2025 Q1	–	Sell	-4,289	Closed	-$267K	–	164
2024 Q4	$267K	Buy	4,289 +15	+0.4%	+$962	0.08%	135
2024 Q3	$266K	Buy	4,274 +12	+0.3%	+$724	0.08%	134
2024 Q2	$249K	Sell	4,262 -1,704	-29%	-$100K	0.08%	133
2024 Q1	$362K	Sell	5,966 -119	-2%	-$6.74K	0.13%	101
2023 Q4	$337K	Sell	6,085 -2,915	-32%	-$148K	0.13%	97
2023 Q3	$449K	Buy	+9,000	New	+$472K	0.2%	79

Other funds holding IJH

MRC

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Verum Partners's IJH Position: Q2 2026 in Review

Verum Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q2 2026, selling an estimated $3.38K and leaving 3,145 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #175.

Verum Partners first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. The position peaked at $449K in Q3 2023. 815 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Verum Partners held 3,145 shares of iShares Core S&P Mid-Cap ETF worth $243K as of Q2 2026.
Verum Partners sold 46 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.38K.
iShares Core S&P Mid-Cap ETF made up 0.04% of Verum Partners's portfolio in Q2 2026, its #175 holding.
Verum Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Verum Partners's iShares Core S&P Mid-Cap ETF position peaked at $449K in Q3 2023.
815 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.