BFSG LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BFSG LLC’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	$269K	Hold	3,492	–	–	0.02%	257
2026 Q1	$236K	Hold	3,492	–	–	0.02%	253
2025 Q4	$230K	Hold	3,492	–	–	0.02%	252
2025 Q3	$228K	Buy	3,492 +155	+5%	+$9.96K	0.02%	257
2025 Q2	$207K	Sell	3,337 -410	-11%	-$24.1K	0.02%	250
2025 Q1	$219K	Buy	3,747 +127	+4%	+$7.89K	0.03%	230
2024 Q4	$226K	Hold	3,620	–	–	0.03%	224
2024 Q3	$226K	Hold	3,620	–	–	0.03%	237
2024 Q2	$212K	Hold	3,620	–	–	0.03%	229
2024 Q1	$220K	Hold	3,620	–	–	0.03%	228
2023 Q4	$201K	Buy	+3,620	New	+$184K	0.03%	236
2020 Q1	–	Sell	-43,280	Closed	-$1.78M	–	173
2019 Q4	$1.78M	Buy	43,280 +12,520	+41%	+$496K	0.34%	86
2019 Q3	$1.19M	Buy	30,760 +4,000	+15%	+$154K	0.26%	90
2019 Q2	$1.04M	Buy	+26,760	New	+$1.03M	0.41%	57

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

BFSG LLC's IJH Position: Q2 2026 in Review

BFSG LLC held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,492 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #257.

BFSG LLC first reported a position in IJH in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.78M in Q4 2019. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BFSG LLC held 3,492 shares of iShares Core S&P Mid-Cap ETF worth $269K as of Q2 2026.
BFSG LLC left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #257 holding.
BFSG LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2019 and has held it in 14 quarters since.
BFSG LLC's iShares Core S&P Mid-Cap ETF position peaked at $1.78M in Q4 2019.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.