Beacon Pointe Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Beacon Pointe Advisors’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	$97.1M	Buy	1,438,214 +931,067	+184%	+$64.6M	0.51%	41
2025 Q4	$33.5M	Buy	507,147 +49,359	+11%	+$3.23M	0.23%	96
2025 Q3	$29.9M	Buy	457,788 +67,407	+17%	+$4.33M	0.25%	89
2025 Q2	$24.2M	Buy	390,381 +1,461	+0.4%	+$85.8K	0.25%	89
2025 Q1	$22.7M	Sell	388,920 -7,863	-2%	-$488K	0.25%	91
2024 Q4	$24.7M	Sell	396,783 -16,726	-4%	-$1.07M	0.27%	81
2024 Q3	$25.8M	Sell	413,509 -19,920	-5%	-$1.2M	0.3%	79
2024 Q2	$25.4M	Sell	433,429 -19,552	-4%	-$1.15M	0.3%	72
2024 Q1	$27.5M	Sell	452,981 -14,969	-3%	-$847K	0.31%	71
2023 Q4	$25.9M	Sell	467,950 -239,940	-34%	-$12.2M	0.31%	69
2023 Q3	$35.3M	Buy	707,890 +2,240	+0.3%	+$117K	0.44%	45
2023 Q2	$36.9M	Buy	705,650 +202,675	+40%	+$10.1M	0.6%	32
2023 Q1	$25.2M	Sell	502,975 -43,885	-8%	-$2.24M	0.43%	52
2022 Q4	$26.5M	Buy	546,860 +64,480	+13%	+$3.12M	0.51%	43
2022 Q3	$21.1M	Sell	482,380 -38,785	-7%	-$1.88M	0.47%	46
2022 Q2	$23.6M	Sell	521,165 -171,815	-25%	-$8.48M	0.5%	44
2022 Q1	$37.2M	Buy	692,980 +351,175	+103%	+$18.7M	0.51%	38
2021 Q4	$19.4M	Sell	341,805 -87,360	-20%	-$4.86M	0.5%	43
2021 Q3	$22.6M	Buy	429,165 +43,215	+11%	+$2.32M	0.56%	36
2021 Q2	$20.7M	Buy	385,950 +9,755	+3%	+$527K	0.74%	24
2021 Q1	$19.6M	Sell	376,195 -38,695	-9%	-$1.93M	1.2%	16
2020 Q4	$19.1M	Buy	414,890 +38,355	+10%	+$1.62M	1.3%	15
2020 Q3	$14M	Sell	376,535 -14,575	-4%	-$545K	1.35%	16
2020 Q2	$13.9M	Sell	391,110 -55,605	-12%	-$1.85M	1.39%	13
2020 Q1	$12.9M	Buy	446,715 +139,460	+45%	+$5.19M	2.05%	9
2019 Q4	$12.6M	Buy	307,255 +26,950	+10%	+$1.07M	3.92%	3
2019 Q3	$10.8M	Buy	280,305 +855	+0.3%	+$32.9K	4.68%	2
2019 Q2	$10.9M	Buy	279,450 +49,480	+22%	+$1.9M	3.96%	3
2019 Q1	$8.71M	Buy	229,970 +63,920	+38%	+$2.36M	3.27%	4
2018 Q4	$5.52M	Buy	+166,050	New	+$6.06M	3.35%	3

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

Beacon Pointe Advisors's IJH Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 184% in Q1 2026, buying an estimated $64.6M and bringing the position to 1,438,214 shares worth $97.1M. The position accounts for 0.51% of the portfolio, ranked #41.

Beacon Pointe Advisors first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Beacon Pointe Advisors held 1,438,214 shares of iShares Core S&P Mid-Cap ETF worth $97.1M as of Q1 2026.
Beacon Pointe Advisors bought 931,067 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $64.6M.
iShares Core S&P Mid-Cap ETF made up 0.51% of Beacon Pointe Advisors's portfolio in Q1 2026, its #41 holding.
Beacon Pointe Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.