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 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 $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

BIP Wealth's IJH Position: Q1 2026 in Review

BIP Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, selling an estimated $119K and leaving 13,521 shares worth $913K. The position accounts for 0.04% of the portfolio, ranked #215.

BIP Wealth first reported a position in IJH in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

BIP Wealth held 13,521 shares of iShares Core S&P Mid-Cap ETF worth $913K as of Q1 2026.
BIP Wealth sold 1,716 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $119K.
iShares Core S&P Mid-Cap ETF made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #215 holding.
BIP Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
BIP Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.01M in Q4 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.