Bridge Generations Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bridge Generations Wealth Management’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	–	Sell	-20	Closed	-$1.32K	–	73
2025 Q4	$1.32K	Hold	20	–	–	﹤0.01%	80
2025 Q3	$1.31K	Hold	20	–	–	﹤0.01%	83
2025 Q2	$1.24K	Hold	20	–	–	﹤0.01%	77
2025 Q1	$1.17K	Hold	20	–	–	﹤0.01%	98
2024 Q4	$1.25K	Buy	+20	New	+$1.28K	﹤0.01%	66

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

Bridge Generations Wealth Management's IJH Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 20 shares — an estimated $1.32K sold.

Bridge Generations Wealth Management first reported a position in IJH in Q4 2024 and held it in 5 quarters. The position peaked at $1.32K in Q4 2025. 2,655 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Bridge Generations Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Bridge Generations Wealth Management sold 20 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.32K.
Bridge Generations Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and held it in 5 quarters.
Bridge Generations Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.32K in Q4 2025.
2,655 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.