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

Bluestem Financial Advisors’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	$412K	Buy	5,342 +327	+7%	+$24K	0.14%	28
2026 Q1	$339K	Sell	5,015 -47	-0.9%	-$3.26K	0.13%	29
2025 Q4	$334K	Buy	5,062 +48	+1%	+$3.14K	0.13%	28
2025 Q3	$327K	Hold	5,014	–	–	0.13%	28
2025 Q2	$311K	Hold	5,014	–	–	0.13%	29
2025 Q1	$293K	Hold	5,014	–	–	0.14%	27
2024 Q4	$312K	Hold	5,014	–	–	0.15%	26
2024 Q3	$312K	Hold	5,014	–	–	0.15%	26
2024 Q2	$293K	Hold	5,014	–	–	0.15%	26
2024 Q1	$305K	Sell	5,014 -1	-0%	-$57	0.16%	26
2023 Q4	$278K	Hold	5,015	–	–	0.16%	25
2023 Q3	$250K	Hold	5,015	–	–	0.15%	25
2023 Q2	$262K	Sell	5,015 -295	-6%	-$14.7K	0.16%	25
2023 Q1	$266K	Buy	5,310 +5	+0.1%	+$255	0.16%	24
2022 Q4	$257K	Hold	5,305	–	–	0.17%	24
2022 Q3	$233K	Sell	5,305 -80	-1%	-$3.87K	0.16%	24
2022 Q2	$244K	Sell	5,385 -780	-13%	-$38.5K	0.17%	26
2022 Q1	$331K	Buy	6,165 +5	+0.1%	+$266	0.21%	23
2021 Q4	$349K	Buy	6,160 +5	+0.1%	+$278	0.22%	19
2021 Q3	$324K	Buy	6,155 +5	+0.1%	+$269	0.21%	20
2021 Q2	$331K	Sell	6,150 -4,125	-40%	-$223K	0.22%	20
2021 Q1	$535K	Buy	10,275 +5	+0%	+$250	0.38%	17
2020 Q4	$472K	Buy	10,270 +5	+0%	+$211	0.35%	19
2020 Q3	$380K	Sell	10,265 -1,140	-10%	-$42.6K	0.32%	20
2020 Q2	$406K	Buy	11,405 +1,355	+13%	+$45K	0.37%	15
2020 Q1	$289K	Hold	10,050	–	–	0.31%	16
2019 Q4	$414K	Buy	+10,050	New	+$398K	0.38%	15

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

Bluestem Financial Advisors's IJH Position: Q2 2026 in Review

Bluestem Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.5% in Q2 2026, buying an estimated $24K and bringing the position to 5,342 shares worth $412K. The position accounts for 0.14% of the portfolio, ranked #28.

Bluestem Financial Advisors first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $535K in Q1 2021. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bluestem Financial Advisors held 5,342 shares of iShares Core S&P Mid-Cap ETF worth $412K as of Q2 2026.
Bluestem Financial Advisors bought 327 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $24K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Bluestem Financial Advisors's portfolio in Q2 2026, its #28 holding.
Bluestem Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Bluestem Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $535K in Q1 2021.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.