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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.37M Sell
43,656
-1,126
-3% -$82.6K 2.13% 18
2026
Q1
$3.02M Buy
44,782
+2,668
+6% +$185K 2% 20
2025
Q4
$2.78M Buy
42,114
+1,569
+4% +$103K 1.88% 21
2025
Q3
$2.65M Buy
40,545
+677
+2% +$43.5K 1.82% 22
2025
Q2
$2.47M Buy
39,868
+532
+1% +$31.2K 1.78% 22
2025
Q1
$2.3M Buy
39,336
+7,174
+22% +$446K 1.82% 21
2024
Q4
$2M Sell
32,162
-537
-2% -$34.4K 1.57% 22
2024
Q3
$2.04M Buy
32,699
+3,915
+14% +$236K 1.5% 23
2024
Q2
$1.68M Buy
28,784
+20,197
+235% +$1.19M 1.3% 24
2024
Q1
$522K Buy
+8,587
New +$486K 0.42% 40

Other funds holding IJH

Brightwater Advisory's IJH Position: Q2 2026 in Review

Brightwater Advisory reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, selling an estimated $82.6K and leaving 43,656 shares worth $3.37M. The position accounts for 2.13% of the portfolio, ranked #18.

Brightwater Advisory first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 2,746 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Brightwater Advisory held 43,656 shares of iShares Core S&P Mid-Cap ETF worth $3.37M as of Q2 2026.
  • Brightwater Advisory sold 1,126 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $82.6K.
  • iShares Core S&P Mid-Cap ETF made up 2.13% of Brightwater Advisory's portfolio in Q2 2026, its #18 holding.
  • Brightwater Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,746 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brightwater Advisory's 13F filing for Q2 2026, filed 10 Aug 2026.