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 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 $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

Bridgewealth Advisory Group's IJH Position: Q1 2026 in Review

Bridgewealth Advisory Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,686 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #107.

Bridgewealth Advisory Group first reported a position in IJH in Q3 2023 and has held it in 10 quarters since. The position peaked at $264K in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Bridgewealth Advisory Group held 3,686 shares of iShares Core S&P Mid-Cap ETF worth $249K as of Q1 2026.
Bridgewealth Advisory Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #107 holding.
Bridgewealth Advisory Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2023 and has held it in 10 quarters since.
Bridgewealth Advisory Group's iShares Core S&P Mid-Cap ETF position peaked at $264K 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 Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.