Ballast Rock Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Ballast Rock Private Wealth’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	$2.68M	Buy	34,738 +16,342	+89%	+$1.2M	1.24%	23
2026 Q1	$1.24M	Buy	18,396 +34	+0.2%	+$2.36K	0.69%	41
2025 Q4	$1.21M	Buy	+18,362	New	+$1.2M	0.76%	39

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Ballast Rock Private Wealth's IJH Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 89% in Q2 2026, buying an estimated $1.2M and bringing the position to 34,738 shares worth $2.68M. The position accounts for 1.24% of the portfolio, ranked #23.

Ballast Rock Private Wealth first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Ballast Rock Private Wealth held 34,738 shares of iShares Core S&P Mid-Cap ETF worth $2.68M as of Q2 2026.
Ballast Rock Private Wealth bought 16,342 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.2M.
iShares Core S&P Mid-Cap ETF made up 1.24% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #23 holding.
Ballast Rock Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.