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

Waverly 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
Q1 		$58.8M Sell
870,011
-12,117
-1% -$841K 0.44% 49
2025
Q4 		$58.2M Sell
882,128
-19,230
-2% -$1.26M 0.47% 44
2025
Q3 		$58.8M Buy
901,358
+6,464
+0.7% +$415K 0.59% 33
2025
Q2 		$55.5M Sell
894,894
-7,668
-0.8% -$450K 0.61% 32
2025
Q1 		$52.7M Buy
902,562
+133,609
+17% +$8.3M 0.64% 29
2024
Q4 		$47.9M Buy
768,953
+95,433
+14% +$6.12M 0.74% 22
2024
Q3 		$42M Buy
673,520
+14,601
+2% +$881K 0.78% 23
2024
Q2 		$38.6M Buy
658,919
+178,951
+37% +$10.5M 0.76% 25
2024
Q1 		$29.2M Buy
479,968
+441,768
+1,156% +$25M 0.69% 26
2023
Q4 		$2.12M Buy
38,200
+1,585
+4% +$80.4K 0.08% 140
2023
Q3 		$1.83M Sell
36,615
-6,145
-14% -$322K 0.08% 147
2023
Q2 		$2.24M Buy
42,760
+5,335
+14% +$265K 0.1% 124
2023
Q1 		$1.87M Buy
37,425
+2,000
+6% +$102K 0.1% 104
2022
Q4 		$1.71M Sell
35,425
-3,410
-9% -$165K 0.1% 97
2022
Q3 		$1.7M Sell
38,835
-1,140
-3% -$55.1K 0.12% 82
2022
Q2 		$1.81M Buy
+39,975
New +$1.97M 0.17% 58
2018
Q4 		– Sell
-38,305
Closed -$1.54M – 162
2018
Q3 		$1.54M Buy
38,305
+380
+1% +$15.3K 0.23% 57
2018
Q2 		$1.48M Buy
37,925
+4,500
+13% +$174K 0.23% 56
2018
Q1 		$1.25M Buy
33,425
+1,000
+3% +$38.3K 0.2% 63
2017
Q4 		$1.23M Sell
32,425
-145
-0.4% -$5.36K 0.18% 82
2017
Q3 		$1.17M Buy
+32,570
New +$1.13M 0.25% 73
2013
Q4 		– Sell
-2,465
Closed -$61K – 827
2013
Q3 		$61K Buy
+2,465
New +$60.2K 0.03% 217

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

Waverly Advisors's IJH Position: Q1 2026 in Review

Waverly Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.4% in Q1 2026, selling an estimated $841K and leaving 870,011 shares worth $58.8M. The position accounts for 0.44% of the portfolio, ranked #49.

Waverly Advisors first reported a position in IJH in Q3 2013 and has held it in 22 quarters since. The position peaked at $58.8M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Waverly Advisors held 870,011 shares of iShares Core S&P Mid-Cap ETF worth $58.8M as of Q1 2026.
  • Waverly Advisors sold 12,117 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $841K.
  • iShares Core S&P Mid-Cap ETF made up 0.44% of Waverly Advisors's portfolio in Q1 2026, its #49 holding.
  • Waverly Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 22 quarters since.
  • Waverly Advisors's iShares Core S&P Mid-Cap ETF position peaked at $58.8M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.