BCGM Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BCGM Wealth Management’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	$328K	Buy	4,850 +238	+5%	+$16.5K	0.08%	142
2025 Q4	$304K	Sell	4,612 -1,952	-30%	-$128K	0.08%	142
2025 Q3	$428K	Sell	6,564 -9	-0.1%	-$578	0.11%	117
2025 Q2	$408K	Buy	6,573 +20	+0.3%	+$1.17K	0.12%	115
2025 Q1	$382K	Sell	6,553 -87	-1%	-$5.4K	0.12%	112
2024 Q4	$414K	Buy	6,640 +57	+0.9%	+$3.66K	0.13%	106
2024 Q3	$410K	Sell	6,583 -244	-4%	-$14.7K	0.13%	107
2024 Q2	$400K	Sell	6,827 -938	-12%	-$55.1K	0.14%	106
2024 Q1	$472K	Buy	7,765 +15	+0.2%	+$849	0.17%	92
2023 Q4	$429K	Buy	7,750 +145	+2%	+$7.35K	0.17%	86
2023 Q3	$379K	Sell	7,605 -35	-0.5%	-$1.83K	0.17%	83
2023 Q2	$399K	Buy	7,640 +2,430	+47%	+$121K	0.18%	78
2023 Q1	$261K	Sell	5,210 -2,580	-33%	-$131K	0.13%	89
2022 Q4	$377K	Buy	7,790 +20	+0.3%	+$966	0.18%	75
2022 Q3	$367K	Buy	7,770 +15	+0.2%	+$725	0.18%	74
2022 Q2	$389K	Buy	7,755 +5	+0.1%	+$247	0.2%	72
2022 Q1	$386K	Sell	7,750 -50	-0.6%	-$2.66K	0.21%	72
2021 Q4	$442K	Buy	7,800 +20	+0.3%	+$1.11K	0.24%	69
2021 Q3	$434K	Hold	7,780	–	–	0.24%	68
2021 Q2	$420K	Hold	7,780	–	–	0.25%	68
2021 Q1	$414K	Hold	7,780	–	–	0.28%	63
2020 Q4	$395K	Buy	+7,780	New	+$328K	0.28%	62

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

BCGM Wealth Management's IJH Position: Q1 2026 in Review

BCGM Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.2% in Q1 2026, buying an estimated $16.5K and bringing the position to 4,850 shares worth $328K. The position accounts for 0.08% of the portfolio, ranked #142.

BCGM Wealth Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $472K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

BCGM Wealth Management held 4,850 shares of iShares Core S&P Mid-Cap ETF worth $328K as of Q1 2026.
BCGM Wealth Management bought 238 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $16.5K.
iShares Core S&P Mid-Cap ETF made up 0.08% of BCGM Wealth Management's portfolio in Q1 2026, its #142 holding.
BCGM Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
BCGM Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $472K in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on BCGM Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.