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

BCS 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 Q2	$838K	Buy	10,868 +303	+3%	+$22.2K	0.15%	126
2026 Q1	$713K	Sell	10,565 -10,285	-49%	-$713K	0.15%	127
2025 Q4	$1.38M	Buy	20,850 +10,426	+100%	+$683K	0.14%	124
2025 Q3	$680K	Sell	10,424 -52	-0.5%	-$3.34K	0.15%	121
2025 Q2	$650K	Buy	10,476 +833	+9%	+$48.9K	0.14%	134
2025 Q1	$563K	Buy	9,643 +55	+0.6%	+$3.42K	0.14%	137
2024 Q4	$597K	Buy	+9,588	New	+$615K	0.15%	130
2024 Q2	–	Sell	-9,918	Closed	-$602K	–	179
2024 Q1	$602K	Buy	9,918 +298	+3%	+$16.9K	0.19%	113
2023 Q4	$533K	Buy	9,620 +5	+0.1%	+$254	0.2%	114
2023 Q3	$480K	Buy	+9,615	New	+$504K	0.2%	110
2023 Q2	–	Sell	-9,615	Closed	-$481K	–	132
2023 Q1	$481K	Hold	9,615	–	–	0.22%	90
2022 Q4	$465K	Hold	9,615	–	–	0.19%	115
2022 Q3	$422K	Buy	9,615 +2,350	+32%	+$114K	0.2%	110
2022 Q2	$329K	Hold	7,265	–	–	0.15%	128
2022 Q1	$390K	Sell	7,265 -205	-3%	-$10.9K	0.16%	124
2021 Q4	$423K	Hold	7,470	–	–	0.15%	122
2021 Q3	$393K	Buy	7,470 +80	+1%	+$4.3K	0.17%	111
2021 Q2	$397K	Buy	7,390 +65	+0.9%	+$3.51K	0.21%	93
2021 Q1	$381K	Hold	7,325	–	–	0.18%	101
2020 Q4	$337K	Hold	7,325	–	–	0.18%	104
2020 Q3	$271K	Sell	7,325 -1,550	-17%	-$57.9K	0.15%	105
2020 Q2	$316K	Sell	8,875 -430	-5%	-$14.3K	0.19%	94
2020 Q1	$268K	Sell	9,305 -245	-3%	-$9.11K	0.19%	89
2019 Q4	$393K	Buy	+9,550	New	+$378K	0.26%	68

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

BCS Wealth Management's IJH Position: Q2 2026 in Review

BCS Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.9% in Q2 2026, buying an estimated $22.2K and bringing the position to 10,868 shares worth $838K. The position accounts for 0.15% of the portfolio, ranked #126.

BCS Wealth Management first reported a position in IJH in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.38M in Q4 2025. 925 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BCS Wealth Management held 10,868 shares of iShares Core S&P Mid-Cap ETF worth $838K as of Q2 2026.
BCS Wealth Management bought 303 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $22.2K.
iShares Core S&P Mid-Cap ETF made up 0.15% of BCS Wealth Management's portfolio in Q2 2026, its #126 holding.
BCS Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
BCS Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.38M in Q4 2025.
925 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.