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

Baltimore-Washington Financial 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 Q2	$559K	Buy	7,245 +1,964	+37%	+$144K	0.02%	123
2026 Q1	$357K	Buy	5,281 +2,134	+68%	+$148K	0.02%	140
2025 Q4	$208K	Buy	+3,147	New	+$206K	0.01%	186
2015 Q4	–	Sell	-1,000	Closed	-$27K	–	171
2015 Q3	$27K	Hold	1,000	–	–	0.01%	157
2015 Q2	$29K	Hold	1,000	–	–	0.01%	151
2015 Q1	$30K	Hold	1,000	–	–	0.01%	164
2014 Q4	$29K	Sell	1,000 -810	-45%	-$22.8K	0.01%	157
2014 Q3	$50K	Buy	1,810 +810	+81%	+$22.8K	0.02%	138
2014 Q2	$29K	Hold	1,000	–	–	0.01%	193
2014 Q1	$27K	Buy	+1,000	New	+$26.9K	0.01%	166

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

Baltimore-Washington Financial Advisors's IJH Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 37% in Q2 2026, buying an estimated $144K and bringing the position to 7,245 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #123.

Baltimore-Washington Financial Advisors first reported a position in IJH in Q1 2014 and has held it in 10 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Baltimore-Washington Financial Advisors held 7,245 shares of iShares Core S&P Mid-Cap ETF worth $559K as of Q2 2026.
Baltimore-Washington Financial Advisors bought 1,964 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $144K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #123 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and has held it in 10 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.