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 Q2	$8.73M	Buy	113,232 +4,671	+4%	+$343K	3.66%	8
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 $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

Bright Financial Advisors's IJH Position: Q2 2026 in Review

Bright Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q2 2026, buying an estimated $343K and bringing the position to 113,232 shares worth $8.73M. The position accounts for 3.66% of the portfolio, ranked #8.

Bright Financial Advisors first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $20M in Q1 2024. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bright Financial Advisors held 113,232 shares of iShares Core S&P Mid-Cap ETF worth $8.73M as of Q2 2026.
Bright Financial Advisors bought 4,671 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $343K.
iShares Core S&P Mid-Cap ETF made up 3.66% of Bright Financial Advisors's portfolio in Q2 2026, its #8 holding.
Bright Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Bright Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $20M in Q1 2024.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.