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

Berkshire 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 Q1	$1.93M	Sell	28,630 -125	-0.4%	-$8.67K	0.08%	103
2025 Q4	$1.9M	Hold	28,755	–	–	0.08%	106
2025 Q3	$1.88M	Buy	28,755 +725	+3%	+$46.6K	0.08%	118
2025 Q2	$1.74M	Hold	28,030	–	–	0.08%	117
2025 Q1	$1.65M	Buy	28,030 +500	+2%	+$31.1K	0.08%	118
2024 Q4	$1.8M	Sell	27,530 -309	-1%	-$19.8K	0.09%	114
2024 Q3	$1.63M	Hold	27,839	–	–	0.08%	109
2024 Q2	$1.63M	Sell	27,839 -36	-0.1%	-$2.12K	0.08%	110
2024 Q1	$1.69M	Hold	27,875	–	–	0.09%	98
2023 Q4	$1.55M	Hold	27,875	–	–	0.09%	99
2023 Q3	$1.39M	Hold	27,875	–	–	0.09%	101
2023 Q2	$1.46M	Buy	27,875 +610	+2%	+$30.3K	0.09%	100
2023 Q1	$1.36M	Buy	27,265 +2,365	+9%	+$120K	0.08%	98
2022 Q4	$1.2M	Buy	24,900 +500	+2%	+$24.2K	0.08%	94
2022 Q3	$1.07M	Hold	24,400	–	–	0.08%	104
2022 Q2	$1.1M	Buy	+24,400	New	+$1.2M	0.07%	110
2022 Q1	–	Sell	-23,350	Closed	-$1.32M	–	210
2021 Q4	$1.32M	Buy	23,350 +125	+0.5%	+$6.96K	0.08%	104
2021 Q3	$1.22M	Hold	23,225	–	–	0.08%	108
2021 Q2	$1.25M	Hold	23,225	–	–	0.08%	107
2021 Q1	$1.21M	Hold	23,225	–	–	0.09%	106
2020 Q4	$1.07M	Buy	23,225 +10,200	+78%	+$430K	0.08%	108
2020 Q3	$483K	Buy	13,025 +5,000	+62%	+$187K	0.05%	115
2020 Q2	$285K	Sell	8,025 -10,200	-56%	-$339K	0.03%	137
2020 Q1	$524K	Buy	18,225 +4,780	+36%	+$178K	0.05%	128
2019 Q4	$553K	Buy	13,445 +1,255	+10%	+$49.7K	0.05%	121
2019 Q3	$471K	Sell	12,190 -220	-2%	-$8.46K	0.04%	143
2019 Q2	$482K	Sell	12,410 -31,660	-72%	-$1.21M	0.04%	139
2019 Q1	$1.67M	Buy	44,070 +14,535	+49%	+$537K	0.14%	87
2018 Q4	$981K	Buy	29,535 +2,555	+9%	+$93.2K	0.09%	104
2018 Q3	$1.09M	Buy	+26,980	New	+$1.08M	0.09%	106

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

Berkshire Asset Management's IJH Position: Q1 2026 in Review

Berkshire Asset Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.43% in Q1 2026, selling an estimated $8.67K and leaving 28,630 shares worth $1.93M. The position accounts for 0.08% of the portfolio, ranked #103.

Berkshire Asset Management first reported a position in IJH in Q3 2018 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Berkshire Asset Management held 28,630 shares of iShares Core S&P Mid-Cap ETF worth $1.93M as of Q1 2026.
Berkshire Asset Management sold 125 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.67K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Berkshire Asset Management's portfolio in Q1 2026, its #103 holding.
Berkshire Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 30 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.