BEI
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Benjamin Edwards Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Benjamin Edwards Inc’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 		$4.95M Sell
64,129
-3,200
-5% -$235K 0.05% 351
2026
Q1 		$4.55M Buy
67,329
+4,534
+7% +$315K 0.05% 359
2025
Q4 		$4.14M Buy
62,795
+5,079
+9% +$333K 0.05% 348
2025
Q3 		$3.77M Buy
57,716
+10,748
+23% +$691K 0.04% 354
2025
Q2 		$2.91M Buy
46,968
+7,453
+19% +$438K 0.04% 378
2025
Q1 		$2.31M Sell
39,515
-477
-1% -$29.6K 0.03% 385
2024
Q4 		$2.49M Buy
39,992
+2,377
+6% +$152K 0.04% 393
2024
Q3 		$2.34M Buy
+37,615
New +$2.27M 0.03% 401
2023
Q1 		– Sell
-90
Closed -$4K – 731
2022
Q4 		$4K Hold
90
– – ﹤0.01% 646
2022
Q3 		$4K Buy
+90
New +$4.35K ﹤0.01% 625

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Benjamin Edwards Inc's IJH Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q2 2026, selling an estimated $235K and leaving 64,129 shares worth $4.95M. The position accounts for 0.05% of the portfolio, ranked #351.

Benjamin Edwards Inc first reported a position in IJH in Q3 2022 and has held it in 10 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Benjamin Edwards Inc held 64,129 shares of iShares Core S&P Mid-Cap ETF worth $4.95M as of Q2 2026.
  • Benjamin Edwards Inc sold 3,200 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $235K.
  • iShares Core S&P Mid-Cap ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q2 2026, its #351 holding.
  • Benjamin Edwards Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 10 quarters since.
  • 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.