Bellevue Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bellevue Asset Management’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	$38.6K	Hold	500	–	–	0.02%	198
2026 Q1	$33.8K	Hold	500	–	–	0.02%	206
2025 Q4	$33K	Hold	500	–	–	0.01%	197
2025 Q3	$32.6K	Hold	500	–	–	0.02%	196
2025 Q2	$31K	Hold	500	–	–	0.02%	200
2025 Q1	$29.2K	Hold	500	–	–	0.02%	200
2024 Q4	$31.2K	Hold	500	–	–	0.02%	199
2024 Q3	$31.2K	Sell	500 -250	-33%	-$15.1K	0.02%	195
2024 Q2	$43.9K	Hold	750	–	–	0.02%	162
2024 Q1	$45.6K	Hold	750	–	–	0.03%	161
2023 Q4	$41.6K	Hold	750	–	–	0.04%	165
2023 Q3	$37.4K	Hold	750	–	–	0.03%	167
2023 Q2	$39.2K	Hold	750	–	–	0.02%	165
2023 Q1	$37.5K	Hold	750	–	–	0.03%	173
2022 Q4	$36.1K	Hold	750	–	–	0.03%	174
2022 Q3	$34K	Hold	750	–	–	0.03%	184
2022 Q2	$34K	Hold	750	–	–	0.02%	188
2022 Q1	$41K	Hold	750	–	–	0.03%	187
2021 Q4	$42K	Hold	750	–	–	0.02%	195
2021 Q3	$40K	Hold	750	–	–	0.02%	198
2021 Q2	$40K	Hold	750	–	–	0.02%	199
2021 Q1	$39K	Hold	750	–	–	0.02%	208
2020 Q4	$37K	Hold	750	–	–	0.02%	205
2020 Q3	$28K	Hold	750	–	–	0.02%	223
2020 Q2	$27K	Hold	750	–	–	0.03%	226
2020 Q1	$24K	Sell	750 -250	-25%	-$9.29K	0.02%	244
2019 Q4	$41K	Buy	+1,000	New	+$39.6K	0.03%	170

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

Bellevue Asset Management's IJH Position: Q2 2026 in Review

Bellevue Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 500 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #198.

Bellevue Asset Management first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $45.6K in Q1 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bellevue Asset Management held 500 shares of iShares Core S&P Mid-Cap ETF worth $38.6K as of Q2 2026.
Bellevue Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #198 holding.
Bellevue Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $45.6K in Q1 2024.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.