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

Bernard Wealth 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	$1.24M	Sell	18,348 -37	-0.2%	-$2.57K	0.53%	32
2025 Q4	$1.21M	Hold	18,385	–	–	0.49%	30
2025 Q3	$1.2M	Sell	18,385 -67	-0.4%	-$4.31K	0.5%	32
2025 Q2	$1.14M	Sell	18,452 -37	-0.2%	-$2.17K	0.53%	32
2025 Q1	$1.08M	Sell	18,489 -272	-1%	-$16.9K	0.53%	32
2024 Q4	$1.17M	Buy	+18,761	New	+$1.2M	0.55%	30

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

Bernard Wealth Management's IJH Position: Q1 2026 in Review

Bernard Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.2% in Q1 2026, selling an estimated $2.57K and leaving 18,348 shares worth $1.24M. The position accounts for 0.53% of the portfolio, ranked #32.

Bernard Wealth Management first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Bernard Wealth Management held 18,348 shares of iShares Core S&P Mid-Cap ETF worth $1.24M as of Q1 2026.
Bernard Wealth Management sold 37 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.57K.
iShares Core S&P Mid-Cap ETF made up 0.53% of Bernard Wealth Management's portfolio in Q1 2026, its #32 holding.
Bernard Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.