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 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 $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

Bearing Point Capital's IJH Position: Q1 2026 in Review

Bearing Point Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q1 2026, buying an estimated $208K and bringing the position to 24,800 shares worth $1.67M. The position accounts for 0.26% of the portfolio, ranked #81.

Bearing Point Capital first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Bearing Point Capital held 24,800 shares of iShares Core S&P Mid-Cap ETF worth $1.67M as of Q1 2026.
Bearing Point Capital bought 2,995 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $208K.
iShares Core S&P Mid-Cap ETF made up 0.26% of Bearing Point Capital's portfolio in Q1 2026, its #81 holding.
Bearing Point Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.