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

Bordeaux Wealth 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
2025 Q2	$7.23M	Sell	116,652 -959	-0.8%	-$56.3K	0.93%	19
2025 Q1	$6.86M	Sell	117,611 -18,564	-14%	-$1.15M	1.27%	20
2024 Q4	$8.49M	Sell	136,175 -829	-0.6%	-$53.2K	1.36%	17
2024 Q3	$8.54M	Sell	137,004 -2,036	-1%	-$123K	1.54%	16
2024 Q2	$8.14M	Sell	139,040 -477	-0.3%	-$28K	1.55%	16
2024 Q1	$8.47M	Buy	139,517 +3,327	+2%	+$188K	2.8%	9
2023 Q4	$7.55M	Sell	136,190 -2,875	-2%	-$146K	2.55%	11
2023 Q3	$6.94M	Buy	139,065 +38,600	+38%	+$2.02M	2.81%	11
2023 Q2	$5.25M	Sell	100,465 -2,175	-2%	-$108K	2.15%	12
2023 Q1	$5.14M	Hold	102,640	–	–	2.65%	9
2022 Q4	$4.97M	Hold	102,640	–	–	2.72%	10
2022 Q3	$4.5M	Sell	102,640 -2,130	-2%	-$103K	2.83%	11
2022 Q2	$4.74M	Buy	104,770 +1,110	+1%	+$54.8K	3.27%	10
2022 Q1	$5.56M	Hold	103,660	–	–	3%	11
2021 Q4	$5.87M	Sell	103,660 -23,895	-19%	-$1.33M	2.69%	11
2021 Q3	$6.71M	Sell	127,555 -1,935	-1%	-$104K	3.8%	9
2021 Q2	$6.96M	Sell	129,490 -17,300	-12%	-$934K	4%	7
2021 Q1	$7.64M	Sell	146,790 -24,410	-14%	-$1.22M	5.3%	6
2020 Q4	$7.87M	Buy	+171,200	New	+$7.21M	5.92%	5

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bordeaux Wealth Advisors's IJH Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.82% in Q2 2025, selling an estimated $56.3K and leaving 116,652 shares worth $7.23M. The position accounts for 0.93% of the portfolio, ranked #19.

Bordeaux Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.54M in Q3 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Bordeaux Wealth Advisors held 116,652 shares of iShares Core S&P Mid-Cap ETF worth $7.23M as of Q2 2025.
Bordeaux Wealth Advisors sold 959 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $56.3K.
iShares Core S&P Mid-Cap ETF made up 0.93% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #19 holding.
Bordeaux Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 19 quarters since.
Bordeaux Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $8.54M in Q3 2024.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.