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 Q2	$1.4M	Sell	18,136 -212	-1%	-$15.6K	0.52%	30
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 $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bernard Wealth Management's IJH Position: Q2 2026 in Review

Bernard Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, selling an estimated $15.6K and leaving 18,136 shares worth $1.4M. The position accounts for 0.52% of the portfolio, ranked #30.

Bernard Wealth Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bernard Wealth Management held 18,136 shares of iShares Core S&P Mid-Cap ETF worth $1.4M as of Q2 2026.
Bernard Wealth Management sold 212 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $15.6K.
iShares Core S&P Mid-Cap ETF made up 0.52% of Bernard Wealth Management's portfolio in Q2 2026, its #30 holding.
Bernard Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.