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

BKM 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	$788K	Sell	10,224 -1,061	-9%	-$77.8K	0.28%	82
2026 Q1	$762K	Sell	11,285 -476	-4%	-$33K	0.28%	85
2025 Q4	$776K	Buy	11,761 +2	+0%	+$131	0.28%	81
2025 Q3	$767K	Buy	11,759 +25	+0.2%	+$1.61K	0.28%	80
2025 Q2	$728K	Sell	11,734 -13	-0.1%	-$763	0.28%	84
2025 Q1	$685K	Sell	11,747 -216	-2%	-$13.4K	0.28%	85
2024 Q4	$745K	Buy	11,963 +10	+0.1%	+$641	0.31%	82
2024 Q3	$745K	Sell	11,953 -531	-4%	-$32K	0.3%	86
2024 Q2	$731K	Sell	12,484 -10	-0.1%	-$587	0.35%	84
2024 Q1	$759K	Sell	12,494 -636	-5%	-$36K	0.33%	80
2023 Q4	$728K	Buy	+13,130	New	+$666K	0.31%	78

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

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

BKM Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.4% in Q2 2026, selling an estimated $77.8K and leaving 10,224 shares worth $788K. The position accounts for 0.28% of the portfolio, ranked #82.

BKM Wealth Management first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BKM Wealth Management held 10,224 shares of iShares Core S&P Mid-Cap ETF worth $788K as of Q2 2026.
BKM Wealth Management sold 1,061 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $77.8K.
iShares Core S&P Mid-Cap ETF made up 0.28% of BKM Wealth Management's portfolio in Q2 2026, its #82 holding.
BKM Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.