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

BIP Wealth’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	$1.08M	Buy	13,977 +456	+3%	+$33.5K	0.03%	246
2026 Q1	$913K	Sell	13,521 -1,716	-11%	-$119K	0.04%	215
2025 Q4	$1.01M	Buy	15,237 +764	+5%	+$50K	0.04%	217
2025 Q3	$944K	Buy	14,473 +8,638	+148%	+$555K	0.05%	130
2025 Q2	$362K	Sell	5,835 -1,137	-16%	-$66.7K	0.02%	181
2025 Q1	$407K	Sell	6,972 -829	-11%	-$51.5K	0.03%	171
2024 Q4	$486K	Buy	7,801 +4,528	+138%	+$290K	0.03%	154
2024 Q3	$204K	Buy	+3,273	New	+$197K	0.01%	233
2024 Q2	–	Sell	-4,960	Closed	-$301K	–	203
2024 Q1	$301K	Buy	+4,960	New	+$281K	0.02%	163

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 22.9% 1-Year Est. Return

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

BIP Wealth's IJH Position: Q2 2026 in Review

BIP Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q2 2026, buying an estimated $33.5K and bringing the position to 13,977 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #246.

BIP Wealth first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BIP Wealth held 13,977 shares of iShares Core S&P Mid-Cap ETF worth $1.08M as of Q2 2026.
BIP Wealth bought 456 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $33.5K.
iShares Core S&P Mid-Cap ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #246 holding.
BIP Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.