Blue Bell Private Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Blue Bell Private Wealth Management's IJH Position: Q1 2026 in Review
Blue Bell Private Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4% in Q1 2026, selling an estimated $14.6K and leaving 5,003 shares worth $338K. The position accounts for 0.05% of the portfolio, ranked #216.
Blue Bell Private Wealth Management first reported a position in IJH in Q4 2013 and has held it in 34 quarters since. The position peaked at $344K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Blue Bell Private Wealth Management held 5,003 shares of iShares Core S&P Mid-Cap ETF worth $338K as of Q1 2026.
- Blue Bell Private Wealth Management sold 210 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $14.6K.
- iShares Core S&P Mid-Cap ETF made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #216 holding.
- Blue Bell Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2013 and has held it in 34 quarters since.
- Blue Bell Private Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $344K in Q4 2025.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.