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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.38M Sell
56,758
-300
-0.5% -$22K 0.37% 23
2026
Q1
$4.08M Sell
57,058
-884
-2% -$61.3K 0.37% 22
2025
Q4
$4.03M Sell
57,942
-3,406
-6% -$223K 0.37% 23
2025
Q3
$4M Sell
61,348
-1,206
-2% -$77.5K 0.39% 22
2025
Q2
$3.98M Sell
62,554
-774
-1% -$45.4K 0.41% 22
2025
Q1
$3.48M Sell
63,328
-2,436
-4% -$151K 0.4% 20
2024
Q4
$4.07M Sell
65,764
-1,104
-2% -$70.8K 0.46% 18
2024
Q3
$4.13M Buy
66,868
+220
+0.3% +$13.3K 0.45% 18
2024
Q2
$3.9M Sell
66,648
-2,317
-3% -$136K 0.45% 18
2024
Q1
$4.19M Sell
68,965
-705
-1% -$39.9K 0.49% 18
2023
Q4
$3.84M Sell
69,670
-3,945
-5% -$200K 0.47% 18
2023
Q3
$3.59M Sell
73,615
-1,345
-2% -$70.5K 0.47% 19
2023
Q2
$4.06M Sell
74,960
-1,255
-2% -$62.4K 0.51% 19
2023
Q1
$3.66M Sell
76,215
-760
-1% -$38.7K 0.5% 20
2022
Q4
$4.07M Sell
76,975
-2,095
-3% -$101K 0.56% 19
2022
Q3
$3.69M Sell
79,070
-3,735
-5% -$181K 0.56% 17
2022
Q2
$4M Sell
82,805
-2,225
-3% -$110K 0.57% 17
2022
Q1
$4.41M Sell
85,030
-13,305
-14% -$708K 0.63% 15
2021
Q4
$5.57M Buy
98,335
+255
+0.3% +$14.2K 0.74% 15
2021
Q3
$5.39M Sell
98,080
-1,220
-1% -$65.6K 0.81% 13
2021
Q2
$5.24M Sell
99,300
-3,740
-4% -$202K 0.8% 13
2021
Q1
$5.44M Sell
103,040
-7,060
-6% -$353K 0.86% 13
2020
Q4
$5.06M Buy
+110,100
New +$4.64M 0.87% 11
2020
Q3
Sell
-113,405
Closed -$4.03M 189
2020
Q2
$4.03M Sell
113,405
-685
-0.6% -$22.7K 0.87% 12
2020
Q1
$3.28M Sell
114,090
-2,000
-2% -$74.4K 1% 12
2019
Q4
$4.78M Sell
116,090
-13,920
-11% -$552K 1.44% 8
2019
Q3
$5.02M Buy
130,010
+70,755
+119% +$2.72M 1.65% 8
2019
Q2
$419K Sell
59,255
-74,145
-56% -$2.84M 0.14% 31
2019
Q1
$5.05M Buy
133,400
+3,115
+2% +$115K 1.79% 9
2018
Q4
$5.25M Hold
130,285
1.88% 8
2018
Q3
$5.25M Buy
130,285
+3,700
+3% +$149K 1.88% 8
2018
Q2
$4.93M Sell
126,585
-2,770
-2% -$107K 1.86% 8
2018
Q1
$4.85M Buy
129,355
+67,915
+111% +$2.6M 1.84% 9
2017
Q4
$467K Sell
61,440
-63,885
-51% -$2.36M 0.17% 27
2017
Q3
$4.48M Sell
125,325
-3,015
-2% -$105K 1.73% 9
2017
Q2
$4.46M Sell
128,340
-15,320
-11% -$529K 1.8% 9
2017
Q1
$4.92M Sell
143,660
-28,765
-17% -$979K 2.02% 9
2016
Q4
$5.7M Sell
172,425
-670
-0.4% -$21.2K 2.48% 7
2016
Q3
$5.36M Sell
173,095
-2,895
-2% -$89.5K 2.38% 8
2016
Q2
$5.26M Sell
175,990
-1,255
-0.7% -$36.8K 2.37% 8
2016
Q1
$5.11M Buy
177,245
+935
+0.5% +$25K 2.36% 8
2015
Q4
$4.91M Sell
176,310
-1,420
-0.8% -$40.6K 2.32% 8
2015
Q3
$4.86M Sell
177,730
-845
-0.5% -$24.6K 2.59% 7
2015
Q2
$5.36M Sell
178,575
-1,500
-0.8% -$45.7K 2.72% 7
2015
Q1
$5.47M Sell
180,075
-12,480
-6% -$369K 2.78% 7
2014
Q4
$5.58M Buy
192,555
+14,400
+8% +$405K 2.99% 6
2014
Q3
$4.87M Sell
178,155
-2,640
-1% -$74.4K 2.74% 7
2014
Q2
$5.17M Sell
180,795
-7,885
-4% -$217K 2.89% 7
2014
Q1
$5.19M Sell
188,680
-5,330
-3% -$143K 2.88% 7
2013
Q4
$5.19M Sell
194,010
-430
-0.2% -$11.1K 2.7% 7
2013
Q3
$4.83M Buy
194,440
+10
+0% +$244 2.64% 7
2013
Q2
$4.49M Buy
+194,430
New +$4.51M 2.56% 8

Other funds holding IJH

Verus Financial Partners's IJH Position: Q2 2026 in Review

Verus Financial Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.53% in Q2 2026, selling an estimated $22K and leaving 56,758 shares worth $4.38M. The position accounts for 0.37% of the portfolio, ranked #23.

Verus Financial Partners first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.7M in Q4 2016. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Verus Financial Partners held 56,758 shares of iShares Core S&P Mid-Cap ETF worth $4.38M as of Q2 2026.
  • Verus Financial Partners sold 300 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $22K.
  • iShares Core S&P Mid-Cap ETF made up 0.37% of Verus Financial Partners's portfolio in Q2 2026, its #23 holding.
  • Verus Financial Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Verus Financial Partners's iShares Core S&P Mid-Cap ETF position peaked at $5.7M in Q4 2016.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.