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

BridgePort Financial Solutions’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	$1.98M	Buy	25,685 +9,780	+61%	+$718K	0.5%	44
2026 Q1	$1.07M	Hold	15,905	–	–	0.3%	67
2025 Q4	$1.05M	Buy	15,905 +1,813	+13%	+$119K	0.28%	70
2025 Q3	$920K	Sell	14,092 -523	-4%	-$33.6K	0.25%	79
2025 Q2	$906K	Buy	14,615 +1,083	+8%	+$63.6K	0.3%	69
2025 Q1	$790K	Buy	13,532 +1,802	+15%	+$112K	0.36%	62
2024 Q4	$718K	Buy	+11,730	New	+$752K	0.33%	67

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

BridgePort Financial Solutions's IJH Position: Q2 2026 in Review

BridgePort Financial Solutions increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 61% in Q2 2026, buying an estimated $718K and bringing the position to 25,685 shares worth $1.98M. The position accounts for 0.5% of the portfolio, ranked #44.

BridgePort Financial Solutions first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BridgePort Financial Solutions held 25,685 shares of iShares Core S&P Mid-Cap ETF worth $1.98M as of Q2 2026.
BridgePort Financial Solutions bought 9,780 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $718K.
iShares Core S&P Mid-Cap ETF made up 0.5% of BridgePort Financial Solutions's portfolio in Q2 2026, its #44 holding.
BridgePort Financial Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.