Berman McAleer’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Buy
14,841
+228
+2% +$16.7K 0.13% 59
2026
Q1
$987K Buy
14,613
+150
+1% +$10.4K 0.13% 58
2025
Q4
$955K Buy
14,463
+685
+5% +$44.9K 0.13% 59
2025
Q3
$899K Buy
+13,778
New +$885K 0.13% 60

Other funds holding IJH

Berman McAleer's IJH Position: Q2 2026 in Review

Berman McAleer increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 14,841 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #59.

Berman McAleer first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Berman McAleer held 14,841 shares of iShares Core S&P Mid-Cap ETF worth $1.14M as of Q2 2026.
  • Berman McAleer bought 228 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $16.7K.
  • iShares Core S&P Mid-Cap ETF made up 0.13% of Berman McAleer's portfolio in Q2 2026, its #59 holding.
  • Berman McAleer first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.