Bleakley Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bleakley Financial Group’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	$213M	Buy	2,762,927 +202,783	+8%	+$14.9M	2.71%	3
2026 Q1	$173M	Buy	2,560,144 +709,317	+38%	+$49.2M	2.7%	4
2025 Q4	$122M	Buy	1,850,827 +1,536,335	+489%	+$101M	2.12%	9
2025 Q3	$20.5M	Sell	314,492 -22,811	-7%	-$1.47M	0.48%	41
2025 Q2	$20.9M	Buy	337,303 +273,536	+429%	+$16.1M	0.53%	40
2025 Q1	$3.72M	Buy	63,767 +8,007	+14%	+$497K	0.12%	161
2024 Q4	$3.47M	Sell	55,760 -5,721	-9%	-$367K	0.1%	169
2024 Q3	$3.83M	Buy	61,481 +526	+0.9%	+$31.7K	0.12%	151
2024 Q2	$3.57M	Buy	60,955 +2,937	+5%	+$173K	0.1%	186
2024 Q1	$3.52M	Sell	58,018 -1,592	-3%	-$90.1K	0.1%	191
2023 Q4	$3.3M	Buy	59,610 +1,400	+2%	+$71K	0.11%	184
2023 Q3	$2.9M	Sell	58,210 -5,040	-8%	-$264K	0.1%	180
2023 Q2	$3.31M	Sell	63,250 -3,440	-5%	-$171K	0.1%	178
2023 Q1	$3.34M	Sell	66,690 -325	-0.5%	-$16.6K	0.11%	170
2022 Q4	$3.24M	Buy	+67,015	New	+$3.24M	0.12%	166

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

Bleakley Financial Group's IJH Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.9% in Q2 2026, buying an estimated $14.9M and bringing the position to 2,762,927 shares worth $213M. The position accounts for 2.71% of the portfolio, ranked #3.

Bleakley Financial Group first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bleakley Financial Group held 2,762,927 shares of iShares Core S&P Mid-Cap ETF worth $213M as of Q2 2026.
Bleakley Financial Group bought 202,783 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $14.9M.
iShares Core S&P Mid-Cap ETF made up 2.71% of Bleakley Financial Group's portfolio in Q2 2026, its #3 holding.
Bleakley Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.