Bauman Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$308K Sell
3,992
-1,429
-26% -$105K 0.16% 63
2026
Q1
$366K Sell
5,421
-112,060
-95% -$7.77M 0.26% 53
2025
Q4
$7.75M Buy
+117,481
New +$7.7M 6.25% 4

Other funds holding IJH

Bauman Advisory Group's IJH Position: Q2 2026 in Review

Bauman Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 26% in Q2 2026, selling an estimated $105K and leaving 3,992 shares worth $308K. The position accounts for 0.16% of the portfolio, ranked #63.

Bauman Advisory Group first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.75M in Q4 2025. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Bauman Advisory Group held 3,992 shares of iShares Core S&P Mid-Cap ETF worth $308K as of Q2 2026.
  • Bauman Advisory Group sold 1,429 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $105K.
  • iShares Core S&P Mid-Cap ETF made up 0.16% of Bauman Advisory Group's portfolio in Q2 2026, its #63 holding.
  • Bauman Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Bauman Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $7.75M in Q4 2025.
  • 2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.