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

Bernardo Wealth Planning’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	$490K	Buy	6,352 +624	+11%	+$45.8K	0.08%	80
2026 Q1	$387K	Buy	5,728 +1	+0%	+$69	0.08%	83
2025 Q4	$378K	Buy	5,727 +1	+0%	+$66	0.07%	91
2025 Q3	$374K	Sell	5,726 -83	-1%	-$5.33K	0.07%	84
2025 Q2	$360K	Buy	5,809 +85	+1%	+$4.99K	0.08%	82
2025 Q1	$334K	Buy	5,724 +1	+0%	+$62	0.08%	83
2024 Q4	$354K	Buy	5,723 +322	+6%	+$20.7K	0.08%	79
2024 Q3	$345K	Buy	5,401 +30	+0.6%	+$1.81K	0.08%	82
2024 Q2	$314K	Hold	5,371	–	–	0.08%	76
2024 Q1	$326K	Buy	5,371 +1	+0%	+$57	0.09%	76
2023 Q4	$298K	Sell	5,370 -500	-9%	-$25.4K	0.09%	72
2023 Q3	$293K	Buy	5,870 +500	+9%	+$26.2K	0.12%	66
2023 Q2	$281K	Sell	5,370 -775	-13%	-$38.5K	0.11%	67
2023 Q1	$308K	Sell	6,145 -245	-4%	-$12.5K	0.13%	67
2022 Q4	$309K	Hold	6,390	–	–	0.14%	65
2022 Q3	$294K	Hold	6,390	–	–	0.17%	65
2022 Q2	$289K	Sell	6,390 -170	-3%	-$8.39K	0.17%	63
2022 Q1	$352K	Hold	6,560	–	–	0.17%	59
2021 Q4	$371K	Hold	6,560	–	–	0.18%	57
2021 Q3	$345K	Hold	6,560	–	–	0.2%	55
2021 Q2	$352K	Hold	6,560	–	–	0.21%	55
2021 Q1	$341K	Sell	6,560 -15,020	-70%	-$750K	0.22%	56
2020 Q4	$992K	Sell	21,580 -180	-0.8%	-$7.58K	0.38%	52
2020 Q3	$806K	Buy	21,760 +285	+1%	+$10.7K	0.36%	57
2020 Q2	$763K	Sell	21,475 -9,565	-31%	-$318K	0.41%	49
2020 Q1	$893K	Sell	31,040 -3,255	-9%	-$121K	0.62%	41
2019 Q4	$1.41M	Buy	34,295 +1,645	+5%	+$65.2K	0.86%	32
2019 Q3	$1.26M	Sell	32,650 -1,155	-3%	-$44.4K	0.91%	26
2019 Q2	$1.31M	Sell	33,805 -12,060	-26%	-$462K	1.03%	26
2019 Q1	$1.74M	Buy	45,865 +2,090	+5%	+$77.2K	1.38%	18
2018 Q4	$1.45M	Buy	+43,775	New	+$1.6M	1.29%	18

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

Bernardo Wealth Planning's IJH Position: Q2 2026 in Review

Bernardo Wealth Planning increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, buying an estimated $45.8K and bringing the position to 6,352 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #80.

Bernardo Wealth Planning first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.74M in Q1 2019. 2,732 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bernardo Wealth Planning held 6,352 shares of iShares Core S&P Mid-Cap ETF worth $490K as of Q2 2026.
Bernardo Wealth Planning bought 624 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $45.8K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Bernardo Wealth Planning's portfolio in Q2 2026, its #80 holding.
Bernardo Wealth Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Bernardo Wealth Planning's iShares Core S&P Mid-Cap ETF position peaked at $1.74M in Q1 2019.
2,732 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.