Bellars Harris Wealth Management, LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bellars Harris Wealth Management, LLC’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	$7.16M	Buy	+92,849	New	+$6.81M	1.46%	31

Other funds holding IJH

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's IJH Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 92,849 shares worth $7.16M. The stake represents 1.46% of the portfolio and ranks #31 among its holdings.

1,947 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bellars Harris Wealth Management, LLC held 92,849 shares of iShares Core S&P Mid-Cap ETF worth $7.16M as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 1.46% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #31 holding.
1,947 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.