Badgley Phelps Wealth Managers’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Badgley Phelps Wealth Managers’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	$121M	Buy	1,797,937 +10,134	+0.6%	+$703K	2.42%	8
2025 Q4	$118M	Buy	1,787,803 +76,186	+4%	+$4.99M	2.16%	8
2025 Q3	$112M	Buy	1,711,617 +19,679	+1%	+$1.26M	2.35%	8
2025 Q2	$105M	Buy	1,691,938 +50,486	+3%	+$2.96M	2.32%	7
2025 Q1	$95.8M	Buy	1,641,452 +53,568	+3%	+$3.33M	2.31%	7
2024 Q4	$98.9M	Sell	1,587,884 -4,431	-0.3%	-$284K	2.31%	7
2024 Q3	$99.2M	Buy	1,592,315 +11,860	+0.8%	+$715K	2.31%	9
2024 Q2	$92.5M	Buy	1,580,455 +8,025	+0.5%	+$471K	2.29%	8
2024 Q1	$95.5M	Sell	1,572,430 -71,070	-4%	-$4.02M	2.39%	7
2023 Q4	$91.1M	Buy	1,643,500 +141,590	+9%	+$7.18M	2.48%	6
2023 Q3	$74.9M	Buy	1,501,910 +26,770	+2%	+$1.4M	2.55%	7
2023 Q2	$77.1M	Buy	1,475,140 +31,295	+2%	+$1.56M	2.55%	6
2023 Q1	$72.2M	Buy	1,443,845 +23,090	+2%	+$1.18M	2.66%	7
2022 Q4	$68.7M	Buy	1,420,755 +10,930	+0.8%	+$528K	2.75%	5
2022 Q3	$61.8M	Buy	1,409,825 +24,365	+2%	+$1.18M	2.65%	7
2022 Q2	$62.7M	Sell	1,385,460 -4,115	-0.3%	-$203K	2.58%	7
2022 Q1	$74.6M	Buy	1,389,575 +19,140	+1%	+$1.02M	2.6%	6
2021 Q4	$77.6M	Buy	1,370,435 +61,340	+5%	+$3.41M	2.52%	6
2021 Q3	$68.9M	Buy	+1,309,095	New	+$70.4M	2.5%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Badgley Phelps Wealth Managers's IJH Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.57% in Q1 2026, buying an estimated $703K and bringing the position to 1,797,937 shares worth $121M. The position accounts for 2.42% of the portfolio, ranked #8.

Badgley Phelps Wealth Managers first reported a position in IJH in Q3 2021 and has held it in 19 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Badgley Phelps Wealth Managers held 1,797,937 shares of iShares Core S&P Mid-Cap ETF worth $121M as of Q1 2026.
Badgley Phelps Wealth Managers bought 10,134 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $703K.
iShares Core S&P Mid-Cap ETF made up 2.42% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #8 holding.
Badgley Phelps Wealth Managers first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.