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

Bragg 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 Q1	$744K	Buy	11,011 +20	+0.2%	+$1.39K	0.02%	238
2025 Q4	$725K	Sell	10,991 -58	-0.5%	-$3.8K	0.02%	237
2025 Q3	$721K	Sell	11,049 -441	-4%	-$28.3K	0.02%	236
2025 Q2	$713K	Sell	11,490 -423	-4%	-$24.8K	0.03%	237
2025 Q1	$695K	Buy	11,913 +1,000	+9%	+$62.1K	0.03%	233
2024 Q4	$680K	Sell	10,913 -2,201	-17%	-$141K	0.03%	235
2024 Q3	$817K	Hold	13,114	–	–	0.03%	221
2024 Q2	$767K	Sell	13,114 -461	-3%	-$27.1K	0.03%	220
2024 Q1	$825K	Buy	13,575 +1,725	+15%	+$97.7K	0.04%	213
2023 Q4	$657K	Hold	11,850	–	–	0.03%	227
2023 Q3	$591K	Hold	11,850	–	–	0.03%	236
2023 Q2	$620K	Sell	11,850 -80	-0.7%	-$3.98K	0.03%	234
2023 Q1	$597K	Hold	11,930	–	–	0.04%	231
2022 Q4	$577K	Sell	11,930 -75	-0.6%	-$3.62K	0.04%	230
2022 Q3	$526K	Hold	12,005	–	–	0.04%	220
2022 Q2	$543K	Hold	12,005	–	–	0.04%	222
2022 Q1	$644K	Buy	12,005 +1,500	+14%	+$79.9K	0.04%	214
2021 Q4	$553K	Hold	10,505	–	–	0.04%	214
2021 Q3	$553K	Sell	10,505 -25	-0.2%	-$1.34K	0.04%	214
2021 Q2	$566K	Hold	10,530	–	–	0.04%	211
2021 Q1	$548K	Hold	10,530	–	–	0.04%	208
2020 Q4	$484K	Hold	10,530	–	–	0.04%	202
2020 Q3	$390K	Hold	10,530	–	–	0.04%	205
2020 Q2	$374K	Hold	10,530	–	–	0.04%	207
2020 Q1	$303K	Buy	10,530 +55	+0.5%	+$2.04K	0.04%	216
2019 Q4	$431K	Hold	10,475	–	–	0.05%	203
2019 Q3	$405K	Hold	10,475	–	–	0.05%	203
2019 Q2	$407K	Hold	10,475	–	–	0.05%	210
2019 Q1	$397K	Sell	10,475 -30	-0.3%	-$1.11K	0.05%	202
2018 Q4	$349K	Buy	10,505 +80	+0.8%	+$2.92K	0.05%	206
2018 Q3	$420K	Buy	10,425 +900	+9%	+$36.2K	0.06%	201
2018 Q2	$371K	Hold	9,525	–	–	0.05%	210
2018 Q1	$357K	Sell	9,525 -525	-5%	-$20.1K	0.05%	220
2017 Q4	$382K	Buy	10,050 +525	+6%	+$19.4K	0.05%	218
2017 Q3	$341K	Hold	9,525	–	–	0.05%	220
2017 Q2	$331K	Hold	9,525	–	–	0.05%	226
2017 Q1	$326K	Hold	9,525	–	–	0.05%	226
2016 Q4	$315K	Hold	9,525	–	–	0.05%	232
2016 Q3	$295K	Hold	9,525	–	–	0.05%	226
2016 Q2	$285K	Hold	9,525	–	–	0.05%	229
2016 Q1	$275K	Hold	9,525	–	–	0.05%	228
2015 Q4	$265K	Hold	9,525	–	–	0.06%	220
2015 Q3	$260K	Sell	9,525 -300	-3%	-$8.72K	0.06%	208
2015 Q2	$295K	Hold	9,825	–	–	0.07%	211
2015 Q1	$299K	Buy	9,825 +575	+6%	+$17K	0.07%	204
2014 Q4	$268K	Hold	9,250	–	–	0.07%	203
2014 Q3	$253K	Hold	9,250	–	–	0.06%	205
2014 Q2	$265K	Hold	9,250	–	–	0.06%	212
2014 Q1	$254K	Hold	9,250	–	–	0.06%	211
2013 Q4	$248K	Hold	9,250	–	–	0.06%	219
2013 Q3	$230K	Buy	+9,250	New	+$226K	0.06%	221

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bragg Financial Advisors's IJH Position: Q1 2026 in Review

Bragg Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.18% in Q1 2026, buying an estimated $1.39K and bringing the position to 11,011 shares worth $744K. The position accounts for 0.02% of the portfolio, ranked #238.

Bragg Financial Advisors first reported a position in IJH in Q3 2013 and has held it in 51 quarters since. The position peaked at $825K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Bragg Financial Advisors held 11,011 shares of iShares Core S&P Mid-Cap ETF worth $744K as of Q1 2026.
Bragg Financial Advisors bought 20 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.39K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Bragg Financial Advisors's portfolio in Q1 2026, its #238 holding.
Bragg Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 51 quarters since.
Bragg Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $825K in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.