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 Q3	$757K	Sell	10,519 -349	-3%	-$26.3K	0.13%	129
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.45B AUM 11.92% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

BCS Wealth Management's IJH Position: Q3 2026 in Review

BCS Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.2% in Q3 2026, selling an estimated $26.3K and leaving 10,519 shares worth $757K. The position accounts for 0.13% of the portfolio, ranked #129.

BCS Wealth Management first reported a position in IJH in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2025. 1,895 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

BCS Wealth Management held 10,519 shares of iShares Core S&P Mid-Cap ETF worth $757K as of Q3 2026.
BCS Wealth Management sold 349 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $26.3K.
iShares Core S&P Mid-Cap ETF made up 0.13% of BCS Wealth Management's portfolio in Q3 2026, its #129 holding.
BCS Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
BCS Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.38M in Q4 2025.
1,895 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on BCS Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.