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

Bogart Wealth LLC’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 		$950K Sell
12,320
-986
-7% -$72.3K 0.03% 135
2026
Q1 		$899K Buy
13,306
+56
+0.4% +$3.88K 0.03% 132
2025
Q4 		$874K Buy
13,250
+1,041
+9% +$68.2K 0.04% 136
2025
Q3 		$797K Buy
12,209
+1,595
+15% +$103K 0.03% 139
2025
Q2 		$658K Buy
10,614
+3,358
+46% +$197K 0.03% 147
2025
Q1 		$423K Hold
7,256
– – 0.02% 165
2024
Q4 		$452K Sell
7,256
-350
-5% -$22.4K 0.02% 161
2024
Q3 		$474K Buy
7,606
+45
+0.6% +$2.71K 0.02% 154
2024
Q2 		$442K Sell
7,561
-510
-6% -$30K 0.02% 154
2024
Q1 		$490K Sell
8,071
-33,929
-81% -$1.92M 0.03% 143
2023
Q4 		$2.33M Sell
42,000
-380
-0.9% -$19.3K 0.13% 102
2023
Q3 		$2.11M Buy
42,380
+220
+0.5% +$11.5K 0.13% 104
2023
Q2 		$2.2M Hold
42,160
– – 0.14% 103
2023
Q1 		$2.11M Sell
42,160
-75
-0.2% -$3.82K 0.14% 102
2022
Q4 		$2.04M Buy
42,235
+5
+0% +$242 0.14% 103
2022
Q3 		$1.85M Buy
42,230
+90
+0.2% +$4.35K 0.15% 97
2022
Q2 		$1.91M Buy
42,140
+635
+2% +$31.3K 0.17% 94
2022
Q1 		$2.23M Hold
41,505
– – 0.19% 91
2021
Q4 		$2.35M Sell
41,505
-90
-0.2% -$5.01K 0.21% 90
2021
Q3 		$2.19M Buy
41,595
+110
+0.3% +$5.92K 0.22% 87
2021
Q2 		$2.23M Buy
41,485
+300
+0.7% +$16.2K 0.24% 65
2021
Q1 		$2.14M Buy
41,185
+5
+0% +$250 0.3% 57
2020
Q4 		$1.89M Buy
41,180
+60
+0.1% +$2.53K 0.35% 49
2020
Q3 		$1.52M Sell
41,120
-5
-0% -$187 0.34% 50
2020
Q2 		$1.46M Buy
41,125
+350
+0.9% +$11.6K 0.34% 49
2020
Q1 		$1.17M Buy
40,775
+5,535
+16% +$206K 0.32% 48
2019
Q4 		$1.45M Buy
+35,240
New +$1.4M 0.46% 41
2018
Q2 		– Sell
-35
Closed -$1K – 358
2018
Q1 		$1K Hold
35
– – ﹤0.01% 326
2017
Q4 		$1K Buy
+35
New +$1.29K ﹤0.01% 318

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bogart Wealth LLC's IJH Position: Q2 2026 in Review

Bogart Wealth LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.4% in Q2 2026, selling an estimated $72.3K and leaving 12,320 shares worth $950K. The position accounts for 0.03% of the portfolio, ranked #135.

Bogart Wealth LLC first reported a position in IJH in Q4 2017 and has held it in 29 quarters since. The position peaked at $2.35M in Q4 2021. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Bogart Wealth LLC held 12,320 shares of iShares Core S&P Mid-Cap ETF worth $950K as of Q2 2026.
  • Bogart Wealth LLC sold 986 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $72.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.03% of Bogart Wealth LLC's portfolio in Q2 2026, its #135 holding.
  • Bogart Wealth LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 29 quarters since.
  • Bogart Wealth LLC's iShares Core S&P Mid-Cap ETF position peaked at $2.35M in Q4 2021.
  • 2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.