Berger Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Berger Financial Group’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	$233K	Hold	3,443	–	–	0.01%	423
2025 Q4	$227K	Sell	3,443 -173	-5%	-$11.3K	0.01%	427
2025 Q3	$236K	Buy	3,616 +173	+5%	+$11.1K	0.01%	399
2025 Q2	$214K	Sell	3,443 -1,853	-35%	-$109K	0.01%	396
2025 Q1	$309K	Buy	+5,296	New	+$329K	0.02%	330
2024 Q2	–	Sell	-6,308	Closed	-$383K	–	368
2024 Q1	$383K	Sell	6,308 -2	-0%	-$113	0.03%	241
2023 Q4	$350K	Hold	6,310	–	–	0.04%	205
2023 Q3	$315K	Hold	6,310	–	–	0.04%	205
2023 Q2	$330K	Hold	6,310	–	–	0.04%	207
2023 Q1	$316K	Hold	6,310	–	–	0.04%	202
2022 Q4	$305K	Buy	+6,310	New	+$305K	0.04%	197
2022 Q3	–	Sell	-7,200	Closed	-$326K	–	243
2022 Q2	$326K	Sell	7,200 -740	-9%	-$36.5K	0.05%	175
2022 Q1	$426K	Sell	7,940 -45	-0.6%	-$2.4K	0.05%	162
2021 Q4	$452K	Buy	7,985 +950	+14%	+$52.9K	0.06%	161
2021 Q3	$370K	Hold	7,035	–	–	0.07%	140
2021 Q2	$378K	Buy	7,035 +1,390	+25%	+$75K	0.07%	138
2021 Q1	$294K	Hold	5,645	–	–	0.06%	152
2020 Q4	$259K	Buy	+5,645	New	+$238K	0.05%	175

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

Berger Financial Group's IJH Position: Q1 2026 in Review

Berger Financial Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,443 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #423.

Berger Financial Group first reported a position in IJH in Q4 2020 and has held it in 18 quarters since. The position peaked at $452K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Berger Financial Group held 3,443 shares of iShares Core S&P Mid-Cap ETF worth $233K as of Q1 2026.
Berger Financial Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Berger Financial Group's portfolio in Q1 2026, its #423 holding.
Berger Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
Berger Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $452K in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.