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

Verus Capital 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
Q1 		$1.01M Sell
14,998
-3,258
-18% -$226K 0.07% 171
2025
Q4 		$1.2M Buy
18,256
+4,893
+37% +$321K 0.08% 152
2025
Q3 		$872K Buy
13,363
+244
+2% +$15.7K 0.07% 163
2025
Q2 		$814K Sell
13,119
-2,885
-18% -$169K 0.07% 154
2025
Q1 		$934K Buy
16,004
+472
+3% +$29.3K 0.09% 139
2024
Q4 		$968K Buy
15,532
+436
+3% +$28K 0.09% 132
2024
Q3 		$941K Buy
15,096
+1,273
+9% +$76.8K 0.09% 133
2024
Q2 		$809K Buy
13,823
+217
+2% +$12.7K 0.08% 139
2024
Q1 		$826K Buy
13,606
+4,581
+51% +$259K 0.09% 135
2023
Q4 		$500K Sell
9,025
-2,665
-23% -$135K 0.06% 174
2023
Q3 		$583K Buy
11,690
+4,130
+55% +$216K 0.08% 141
2023
Q2 		$395K Sell
7,560
-2,875
-28% -$143K 0.06% 190
2023
Q1 		$522K Buy
10,435
+4,185
+67% +$213K 0.08% 152
2022
Q4 		$302K Sell
6,250
-560
-8% -$27.1K 0.06% 202
2022
Q3 		$298K Buy
+6,810
New +$329K 0.06% 203
2020
Q1 		$84K Sell
2,910
-24,775
-89% -$921K 0.03% 352
2019
Q4 		$1.14M Buy
+27,685
New +$1.1M 0.37% 47

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Verus Capital Partners's IJH Position: Q1 2026 in Review

Verus Capital Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 18% in Q1 2026, selling an estimated $226K and leaving 14,998 shares worth $1.01M. The position accounts for 0.07% of the portfolio, ranked #171.

Verus Capital Partners first reported a position in IJH in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.2M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Verus Capital Partners held 14,998 shares of iShares Core S&P Mid-Cap ETF worth $1.01M as of Q1 2026.
  • Verus Capital Partners sold 3,258 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $226K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Verus Capital Partners's portfolio in Q1 2026, its #171 holding.
  • Verus Capital Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • Verus Capital Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.2M in Q4 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.