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 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 $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

BridgePort Financial Solutions's IJH Position: Q1 2026 in Review

BridgePort Financial Solutions held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 15,905 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #67.

BridgePort Financial Solutions first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

BridgePort Financial Solutions held 15,905 shares of iShares Core S&P Mid-Cap ETF worth $1.07M as of Q1 2026.
BridgePort Financial Solutions left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.3% of BridgePort Financial Solutions's portfolio in Q1 2026, its #67 holding.
BridgePort Financial Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.