Bradley Foster & Sargent’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.86M | Buy |
88,934
+14,008
| +19% | +$1.03M | 0.1% | 139 |
|
|
2026
Q1 | $5.06M | Sell |
74,926
-951
| -1% | -$66K | 0.08% | 150 |
|
|
2025
Q4 | $5.01M | Sell |
75,877
-7,532
| -9% | -$493K | 0.07% | 155 |
|
|
2025
Q3 | $5.44M | Sell |
83,409
-513
| -0.6% | -$33K | 0.08% | 149 |
|
|
2025
Q2 | $5.2M | Buy |
83,922
+27,704
| +49% | +$1.63M | 0.08% | 153 |
|
|
2025
Q1 | $3.28M | Sell |
56,218
-2,708
| -5% | -$168K | 0.06% | 170 |
|
|
2024
Q4 | $3.67M | Buy |
58,926
+458
| +0.8% | +$29.4K | 0.06% | 166 |
|
|
2024
Q3 | $3.64M | Buy |
58,468
+124
| +0.2% | +$7.48K | 0.06% | 162 |
|
|
2024
Q2 | $3.41M | Buy |
58,344
+1,460
| +3% | +$85.8K | 0.06% | 164 |
|
|
2024
Q1 | $3.46M | Sell |
56,884
-751
| -1% | -$42.5K | 0.06% | 166 |
|
|
2023
Q4 | $3.19M | Sell |
57,635
-1,805
| -3% | -$91.5K | 0.06% | 172 |
|
|
2023
Q3 | $3.11M | Hold |
59,440
| – | – | 0.07% | 173 |
|
|
2023
Q2 | $3.11M | Buy |
59,440
+940
| +2% | +$46.7K | 0.07% | 173 |
|
|
2023
Q1 | $2.93M | Sell |
58,500
-415
| -0.7% | -$21.1K | 0.07% | 161 |
|
|
2022
Q4 | $2.85M | Buy |
58,915
+605
| +1% | +$29.2K | 0.07% | 159 |
|
|
2022
Q3 | $2.56M | Sell |
58,310
-3,000
| -5% | -$145K | 0.07% | 161 |
|
|
2022
Q2 | $2.77M | Sell |
61,310
-505
| -0.8% | -$24.9K | 0.07% | 163 |
|
|
2022
Q1 | $3.32M | Buy |
61,815
+33,430
| +118% | +$1.78M | 0.07% | 161 |
|
|
2021
Q4 | $1.61M | Sell |
28,385
-1,800
| -6% | -$100K | 0.03% | 213 |
|
|
2021
Q3 | $1.59M | Hold |
30,185
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $1.62M | Buy |
30,185
+7,985
| +36% | +$431K | 0.04% | 205 |
|
|
2021
Q1 | $1.16M | Sell |
22,200
-110
| -0.5% | -$5.49K | 0.03% | 218 |
|
|
2020
Q4 | $1.02M | Hold |
22,310
| – | – | 0.03% | 221 |
|
|
2020
Q3 | $827K | Buy |
+22,310
| New | +$834K | 0.02% | 218 |
|
|
2020
Q1 | $636K | Sell |
22,110
-1,225
| -5% | -$45.5K | 0.03% | 214 |
|
|
2019
Q4 | $961K | Buy |
23,335
+10
| +0% | +$396 | 0.03% | 220 |
|
|
2019
Q3 | $902K | Buy |
23,325
+195
| +0.8% | +$7.49K | 0.03% | 220 |
|
|
2019
Q2 | $899K | Sell |
23,130
-4,620
| -17% | -$177K | 0.03% | 219 |
|
|
2019
Q1 | $1.05M | Buy |
27,750
+4,630
| +20% | +$171K | 0.04% | 206 |
|
|
2018
Q4 | $768K | Sell |
23,120
-1,225
| -5% | -$44.7K | 0.03% | 219 |
|
|
2018
Q3 | $980K | Buy |
24,345
+10
| +0% | +$402 | 0.03% | 225 |
|
|
2018
Q2 | $948K | Sell |
24,335
-1,375
| -5% | -$53.1K | 0.03% | 225 |
|
|
2018
Q1 | $965K | Sell |
25,710
-1,755
| -6% | -$67.1K | 0.04% | 221 |
|
|
2017
Q4 | $1.04M | Buy |
27,465
+480
| +2% | +$17.8K | 0.04% | 216 |
|
|
2017
Q3 | $965K | Buy |
26,985
+3,690
| +16% | +$129K | 0.04% | 218 |
|
|
2017
Q2 | $810K | Buy |
23,295
+4,430
| +23% | +$153K | 0.03% | 225 |
|
|
2017
Q1 | $646K | Buy |
18,865
+1,395
| +8% | +$47.5K | 0.03% | 232 |
|
|
2016
Q4 | $578K | Buy |
+17,470
| New | +$554K | 0.02% | 250 |
|
Other funds holding IJH
Bradley Foster & Sargent's IJH Position: Q2 2026 in Review
Bradley Foster & Sargent increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q2 2026, buying an estimated $1.03M and bringing the position to 88,934 shares worth $6.86M. The position accounts for 0.1% of the portfolio, ranked #139.
Bradley Foster & Sargent first reported a position in IJH in Q4 2016 and has held it in 38 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Bradley Foster & Sargent held 88,934 shares of iShares Core S&P Mid-Cap ETF worth $6.86M as of Q2 2026.
- Bradley Foster & Sargent bought 14,008 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.03M.
- iShares Core S&P Mid-Cap ETF made up 0.1% of Bradley Foster & Sargent's portfolio in Q2 2026, its #139 holding.
- Bradley Foster & Sargent first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.