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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
Q2 		$5.61M Sell
72,710
-87
-0.1% -$6.38K 2.18% 10
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Birchcreek Wealth Management's IJH Position: Q2 2026 in Review

Birchcreek Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.12% in Q2 2026, selling an estimated $6.38K and leaving 72,710 shares worth $5.61M. The position accounts for 2.18% of the portfolio, ranked #10.

Birchcreek Wealth Management first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Birchcreek Wealth Management held 72,710 shares of iShares Core S&P Mid-Cap ETF worth $5.61M as of Q2 2026.
  • Birchcreek Wealth Management sold 87 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $6.38K.
  • iShares Core S&P Mid-Cap ETF made up 2.18% of Birchcreek Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Birchcreek Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Birchcreek Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.