Bedel Financial Consulting’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.26M | Buy |
33,494
+661
| +2% | +$45.9K | 0.25% | 52 |
|
|
2025
Q4 | $2.17M | Sell |
32,833
-1,169
| -3% | -$76.6K | 0.23% | 54 |
|
|
2025
Q3 | $2.22M | Sell |
34,002
-5
| -0% | -$321 | 0.28% | 50 |
|
|
2025
Q2 | $2.11M | Sell |
34,007
-370
| -1% | -$21.7K | 0.29% | 47 |
|
|
2025
Q1 | $2M | Buy |
34,377
+233
| +0.7% | +$14.5K | 0.29% | 45 |
|
|
2024
Q4 | $2.22M | Buy |
34,144
+909
| +3% | +$58.3K | 0.31% | 45 |
|
|
2024
Q3 | $2.07M | Buy |
33,235
+1,854
| +6% | +$112K | 0.29% | 46 |
|
|
2024
Q2 | $1.84M | Sell |
31,381
-646
| -2% | -$38K | 0.27% | 44 |
|
|
2024
Q1 | $1.95M | Sell |
32,027
-258
| -0.8% | -$14.6K | 0.31% | 42 |
|
|
2023
Q4 | $1.79M | Hold |
32,285
| – | – | 0.33% | 38 |
|
|
2023
Q3 | $1.61M | Sell |
32,285
-30
| -0.1% | -$1.57K | 0.33% | 39 |
|
|
2023
Q2 | $1.69M | Sell |
32,315
-300
| -0.9% | -$14.9K | 0.35% | 36 |
|
|
2023
Q1 | $1.63M | Buy |
32,615
+120
| +0.4% | +$6.11K | 0.4% | 35 |
|
|
2022
Q4 | $1.57M | Buy |
32,495
+100
| +0.3% | +$4.83K | 0.39% | 34 |
|
|
2022
Q3 | $1.57M | Buy |
32,395
+1,055
| +3% | +$51K | 0.42% | 34 |
|
|
2022
Q2 | $1.42M | Sell |
31,340
-260
| -0.8% | -$12.8K | 0.41% | 29 |
|
|
2022
Q1 | $1.7M | Hold |
31,600
| – | – | 0.53% | 23 |
|
|
2021
Q4 | $1.79M | Sell |
31,600
-170
| -0.5% | -$9.46K | 0.56% | 20 |
|
|
2021
Q3 | $1.67M | Buy |
31,770
+1,090
| +4% | +$58.6K | 0.57% | 20 |
|
|
2021
Q2 | $1.65M | Buy |
30,680
+775
| +3% | +$41.8K | 0.57% | 21 |
|
|
2021
Q1 | $1.56M | Buy |
29,905
+1,085
| +4% | +$54.2K | 0.6% | 23 |
|
|
2020
Q4 | $1.32M | Sell |
28,820
-30
| -0.1% | -$1.26K | 0.59% | 25 |
|
|
2020
Q3 | $1.07M | Sell |
28,850
-1,100
| -4% | -$41.1K | 0.53% | 26 |
|
|
2020
Q2 | $1.06M | Sell |
29,950
-50
| -0.2% | -$1.66K | 0.57% | 24 |
|
|
2020
Q1 | $863K | Buy |
30,000
+50
| +0.2% | +$1.86K | 0.57% | 23 |
|
|
2019
Q4 | $1.23M | Buy |
29,950
+405
| +1% | +$16.1K | 0.7% | 21 |
|
|
2019
Q3 | $1.14M | Hold |
29,545
| – | – | 0.69% | 26 |
|
|
2019
Q2 | $1.15M | Hold |
29,545
| – | – | 0.7% | 25 |
|
|
2019
Q1 | $1.12M | Buy |
29,545
+415
| +1% | +$15.3K | 0.71% | 24 |
|
|
2018
Q4 | $967K | Hold |
29,130
| – | – | 0.7% | 26 |
|
|
2018
Q3 | $1.11M | Hold |
29,130
| – | – | 0.74% | 21 |
|
|
2018
Q2 | $1.14M | Sell |
29,130
-1,000
| -3% | -$38.6K | 0.83% | 21 |
|
|
2018
Q1 | $1.13M | Hold |
30,130
| – | – | 0.86% | 20 |
|
|
2017
Q4 | $1.14M | Buy |
+30,130
| New | +$1.11M | 1.03% | 18 |
|
Other funds holding IJH
Bedel Financial Consulting's IJH Position: Q1 2026 in Review
Bedel Financial Consulting increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q1 2026, buying an estimated $45.9K and bringing the position to 33,494 shares worth $2.26M. The position accounts for 0.25% of the portfolio, ranked #52.
Bedel Financial Consulting first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Bedel Financial Consulting held 33,494 shares of iShares Core S&P Mid-Cap ETF worth $2.26M as of Q1 2026.
- Bedel Financial Consulting bought 661 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $45.9K.
- iShares Core S&P Mid-Cap ETF made up 0.25% of Bedel Financial Consulting's portfolio in Q1 2026, its #52 holding.
- Bedel Financial Consulting first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.