Brightwater Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Brightwater Advisory's IJH Position: Q1 2026 in Review
Brightwater Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.3% in Q1 2026, buying an estimated $185K and bringing the position to 44,782 shares worth $3.02M. The position accounts for 2% of the portfolio, ranked #20.
Brightwater Advisory first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. 2,650 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Brightwater Advisory held 44,782 shares of iShares Core S&P Mid-Cap ETF worth $3.02M as of Q1 2026.
- Brightwater Advisory bought 2,668 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $185K.
- iShares Core S&P Mid-Cap ETF made up 2% of Brightwater Advisory's portfolio in Q1 2026, its #20 holding.
- Brightwater Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
- 2,650 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Brightwater Advisory's 13F filing for Q1 2026, filed 1 May 2026.