Bryn Mawr Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bryn Mawr Capital Management’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	$3.08M	Sell	45,580 -2,346	-5%	-$163K	0.15%	123
2025 Q4	$3.16M	Buy	47,926 +155	+0.3%	+$10.2K	0.15%	123
2025 Q3	$3.12M	Sell	47,771 -1,244	-3%	-$79.9K	0.15%	120
2025 Q2	$3.04M	Sell	49,015 -6,728	-12%	-$395K	0.17%	116
2025 Q1	$3.25M	Sell	55,743 -8,827	-14%	-$548K	0.2%	105
2024 Q4	$4.02M	Buy	64,570 +13,062	+25%	+$838K	0.22%	100
2024 Q3	$3.21M	Buy	51,508 +2,924	+6%	+$176K	0.17%	122
2024 Q2	$2.84M	Buy	48,584 +549	+1%	+$32.3K	0.16%	126
2024 Q1	$2.92M	Buy	48,035 +4,835	+11%	+$274K	0.17%	123
2023 Q4	$2.39M	Buy	43,200 +520	+1%	+$26.4K	0.15%	135
2023 Q3	$2.13M	Buy	42,680 +140	+0.3%	+$7.34K	0.14%	137
2023 Q2	$2.22M	Buy	42,540 +2,835	+7%	+$141K	0.21%	103
2023 Q1	$1.99M	Sell	39,705 -100	-0.3%	-$5.09K	0.21%	111
2022 Q4	$1.93M	Buy	+39,805	New	+$1.92M	0.21%	108
2022 Q2	–	Sell	-27,205	Closed	-$1.46M	–	156
2022 Q1	$1.46M	Buy	+27,205	New	+$1.45M	0.41%	66
2017 Q2	–	Sell	-6,265	Closed	-$215K	–	76
2017 Q1	$215K	Buy	+6,265	New	+$213K	0.22%	71

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

Bryn Mawr Capital Management's IJH Position: Q1 2026 in Review

Bryn Mawr Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.9% in Q1 2026, selling an estimated $163K and leaving 45,580 shares worth $3.08M. The position accounts for 0.15% of the portfolio, ranked #123.

Bryn Mawr Capital Management first reported a position in IJH in Q1 2017 and has held it in 16 quarters since. The position peaked at $4.02M in Q4 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Bryn Mawr Capital Management held 45,580 shares of iShares Core S&P Mid-Cap ETF worth $3.08M as of Q1 2026.
Bryn Mawr Capital Management sold 2,346 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $163K.
iShares Core S&P Mid-Cap ETF made up 0.15% of Bryn Mawr Capital Management's portfolio in Q1 2026, its #123 holding.
Bryn Mawr Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2017 and has held it in 16 quarters since.
Bryn Mawr Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $4.02M in Q4 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q1 2026, filed 4 May 2026.