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

Birchcreek 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 Q1	$4.92M	Buy	72,797 +1,893	+3%	+$131K	2.37%	8
2025 Q4	$4.68M	Buy	70,904 +7,192	+11%	+$471K	2.3%	10
2025 Q3	$4.16M	Buy	63,712 +5,558	+10%	+$357K	2.15%	11
2025 Q2	$3.61M	Buy	58,154 +4,449	+8%	+$261K	2.04%	11
2025 Q1	$3.13M	Buy	53,705 +5,975	+13%	+$371K	1.98%	11
2024 Q4	$2.97M	Buy	47,730 +1,429	+3%	+$91.7K	1.87%	12
2024 Q3	$2.89M	Buy	46,301 +983	+2%	+$59.3K	1.89%	13
2024 Q2	$2.65M	Buy	45,318 +131	+0.3%	+$7.7K	1.49%	15
2024 Q1	$2.74M	Buy	45,187 +3,027	+7%	+$171K	1.44%	17
2023 Q4	$2.34M	Buy	42,160 +4,240	+11%	+$215K	1.4%	18
2023 Q3	$1.89M	Buy	37,920 +5,235	+16%	+$274K	1.28%	18
2023 Q2	$1.71M	Buy	32,685 +9,545	+41%	+$474K	1.19%	20
2023 Q1	$1.16M	Buy	23,140 +2,555	+12%	+$130K	0.92%	30
2022 Q4	$996K	Buy	20,585 +985	+5%	+$47.6K	0.89%	32
2022 Q3	$859K	Buy	19,600 +1,320	+7%	+$63.8K	0.8%	35
2022 Q2	$827K	Buy	18,280 +1,440	+9%	+$71.1K	0.74%	40
2022 Q1	$904K	Buy	16,840 +1,665	+11%	+$88.6K	0.8%	34
2021 Q4	$859K	Buy	15,175 +2,410	+19%	+$134K	0.75%	36
2021 Q3	$672K	Buy	12,765 +185	+1%	+$9.95K	0.63%	42
2021 Q2	$676K	Buy	12,580 +450	+4%	+$24.3K	0.65%	38
2021 Q1	$632K	Sell	12,130 -495	-4%	-$24.7K	0.67%	40
2020 Q4	$580K	Buy	+12,625	New	+$532K	0.57%	42

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

Birchcreek Wealth Management's IJH Position: Q1 2026 in Review

Birchcreek Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.7% in Q1 2026, buying an estimated $131K and bringing the position to 72,797 shares worth $4.92M. The position accounts for 2.37% of the portfolio, ranked #8.

Birchcreek Wealth Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Birchcreek Wealth Management held 72,797 shares of iShares Core S&P Mid-Cap ETF worth $4.92M as of Q1 2026.
Birchcreek Wealth Management bought 1,893 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $131K.
iShares Core S&P Mid-Cap ETF made up 2.37% of Birchcreek Wealth Management's portfolio in Q1 2026, its #8 holding.
Birchcreek Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.