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 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 $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

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

BKM Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q1 2026, selling an estimated $33K and leaving 11,285 shares worth $762K. The position accounts for 0.28% of the portfolio, ranked #85.

BKM Wealth Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $776K in Q4 2025. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

BKM Wealth Management held 11,285 shares of iShares Core S&P Mid-Cap ETF worth $762K as of Q1 2026.
BKM Wealth Management sold 476 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $33K.
iShares Core S&P Mid-Cap ETF made up 0.28% of BKM Wealth Management's portfolio in Q1 2026, its #85 holding.
BKM Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
BKM Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $776K in Q4 2025.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.