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

Bright Financial Advisors’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	$7.33M	Buy	108,561 +5,165	+5%	+$358K	3.36%	10
2025 Q4	$6.82M	Buy	103,396 +5,743	+6%	+$376K	3.22%	10
2025 Q3	$6.37M	Buy	97,653 +1,330	+1%	+$85.5K	3.12%	9
2025 Q2	$5.97M	Buy	96,323 +9,848	+11%	+$578K	3.32%	8
2025 Q1	$5.05M	Sell	86,475 -4,542	-5%	-$282K	3.1%	8
2024 Q4	$5.67M	Sell	91,017 -3,157	-3%	-$202K	3.56%	8
2024 Q3	$5.87M	Buy	94,174 +2,856	+3%	+$172K	3.73%	8
2024 Q2	$5.34M	Sell	91,318 -58,875	-39%	-$3.46M	3.77%	8
2024 Q1	$20M	Buy	+150,193	New	+$8.5M	14.96%	2

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

Bright Financial Advisors's IJH Position: Q1 2026 in Review

Bright Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q1 2026, buying an estimated $358K and bringing the position to 108,561 shares worth $7.33M. The position accounts for 3.36% of the portfolio, ranked #10.

Bright Financial Advisors first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. The position peaked at $20M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Bright Financial Advisors held 108,561 shares of iShares Core S&P Mid-Cap ETF worth $7.33M as of Q1 2026.
Bright Financial Advisors bought 5,165 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $358K.
iShares Core S&P Mid-Cap ETF made up 3.36% of Bright Financial Advisors's portfolio in Q1 2026, its #10 holding.
Bright Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $20M in Q1 2024.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.