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

Bell Investment 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 Q2	$91.7K	Buy	1,189 +3	+0.3%	+$220	0.01%	195
2026 Q1	$80.1K	Sell	1,186 -708	-37%	-$49.1K	0.01%	192
2025 Q4	$125K	Sell	1,894 -54	-3%	-$3.54K	0.02%	155
2025 Q3	$127K	Buy	1,948 +853	+78%	+$54.8K	0.02%	147
2025 Q2	$67.9K	Buy	+1,095	New	+$64.3K	0.01%	203

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

Bell Investment Advisors's IJH Position: Q2 2026 in Review

Bell Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q2 2026, buying an estimated $220 and bringing the position to 1,189 shares worth $91.7K. The position accounts for 0.01% of the portfolio, ranked #195.

Bell Investment Advisors first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. The position peaked at $127K in Q3 2025. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bell Investment Advisors held 1,189 shares of iShares Core S&P Mid-Cap ETF worth $91.7K as of Q2 2026.
Bell Investment Advisors bought 3 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $220.
iShares Core S&P Mid-Cap ETF made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #195 holding.
Bell Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Bell Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $127K in Q3 2025.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.