Bearing Point Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bearing Point Capital’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	$1.91M	Hold	24,800	–	–	0.26%	80
2026 Q1	$1.67M	Buy	24,800 +2,995	+14%	+$208K	0.26%	81
2025 Q4	$1.44M	Hold	21,805	–	–	0.23%	85
2025 Q3	$1.42M	Hold	21,805	–	–	0.24%	79
2025 Q2	$1.35M	Hold	21,805	–	–	0.25%	76
2025 Q1	$1.27M	Hold	21,805	–	–	0.27%	80
2024 Q4	$1.36M	Buy	+21,805	New	+$1.4M	0.28%	78

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bearing Point Capital's IJH Position: Q2 2026 in Review

Bearing Point Capital held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 24,800 shares worth $1.91M. The position accounts for 0.26% of the portfolio, ranked #80.

Bearing Point Capital first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bearing Point Capital held 24,800 shares of iShares Core S&P Mid-Cap ETF worth $1.91M as of Q2 2026.
Bearing Point Capital left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.26% of Bearing Point Capital's portfolio in Q2 2026, its #80 holding.
Bearing Point Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.