Bridgewealth Advisory Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bridgewealth Advisory Group’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	$245K	Sell	3,183 -503	-14%	-$36.9K	0.05%	118
2026 Q1	$249K	Hold	3,686	–	–	0.05%	107
2025 Q4	$243K	Sell	3,686 -254	-6%	-$16.6K	0.05%	109
2025 Q3	$257K	Buy	3,940 +20	+0.5%	+$1.28K	0.06%	97
2025 Q2	$243K	Buy	3,920 +380	+11%	+$22.3K	0.06%	95
2025 Q1	$207K	Sell	3,540 -90	-2%	-$5.59K	0.27%	49
2024 Q4	$232K	Buy	3,630 +315	+10%	+$20.2K	0.07%	92
2024 Q3	$207K	Buy	+3,315	New	+$200K	0.08%	83
2024 Q2	–	Sell	-4,350	Closed	-$264K	–	77
2024 Q1	$264K	Sell	4,350 -350	-7%	-$19.8K	0.13%	59
2023 Q4	$261K	Sell	4,700 -250	-5%	-$12.7K	0.2%	62
2023 Q3	$247K	Buy	+4,950	New	+$259K	0.3%	49

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

Bridgewealth Advisory Group's IJH Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 14% in Q2 2026, selling an estimated $36.9K and leaving 3,183 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #118.

Bridgewealth Advisory Group first reported a position in IJH in Q3 2023 and has held it in 11 quarters since. The position peaked at $264K in Q1 2024. 2,741 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bridgewealth Advisory Group held 3,183 shares of iShares Core S&P Mid-Cap ETF worth $245K as of Q2 2026.
Bridgewealth Advisory Group sold 503 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $36.9K.
iShares Core S&P Mid-Cap ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #118 holding.
Bridgewealth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
Bridgewealth Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $264K in Q1 2024.
2,741 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.