BCS Private Wealth Management’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
Q1
$1.13M Sell
16,760
-4,510
-21% -$313K 0.34% 61
2025
Q4
$1.4M Sell
21,270
-280
-1% -$18.3K 0.48% 46
2025
Q3
$1.41M Buy
21,550
+4,510
+26% +$290K 0.5% 45
2025
Q2
$1.06M Buy
+17,040
New +$1M 0.4% 49

Other funds holding IJH

BCS Private Wealth Management's IJH Position: Q1 2026 in Review

BCS Private Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 21% in Q1 2026, selling an estimated $313K and leaving 16,760 shares worth $1.13M. The position accounts for 0.34% of the portfolio, ranked #61.

BCS Private Wealth Management first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • BCS Private Wealth Management held 16,760 shares of iShares Core S&P Mid-Cap ETF worth $1.13M as of Q1 2026.
  • BCS Private Wealth Management sold 4,510 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $313K.
  • iShares Core S&P Mid-Cap ETF made up 0.34% of BCS Private Wealth Management's portfolio in Q1 2026, its #61 holding.
  • BCS Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • BCS Private Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.41M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.