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

Bull Street 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	$411K	Hold	5,325	–	–	0.19%	80
2026 Q1	$360K	Sell	5,325 -280	-5%	-$19.4K	0.18%	80
2025 Q4	$370K	Sell	5,605 -140	-2%	-$9.17K	0.17%	79
2025 Q3	$375K	Hold	5,745	–	–	0.18%	77
2025 Q2	$356K	Hold	5,745	–	–	0.17%	79
2025 Q1	$335K	Hold	5,745	–	–	0.16%	80
2024 Q4	$358K	Hold	5,745	–	–	0.17%	76
2024 Q3	$358K	Hold	5,745	–	–	0.17%	78
2024 Q2	$336K	Hold	5,745	–	–	0.16%	80
2024 Q1	$349K	Hold	5,745	–	–	0.17%	81
2023 Q4	$318K	Hold	5,745	–	–	0.16%	82
2023 Q3	$287K	Hold	5,745	–	–	0.15%	82
2023 Q2	$300K	Hold	5,745	–	–	0.15%	82
2023 Q1	$287K	Hold	5,745	–	–	0.15%	82
2022 Q4	$278K	Hold	5,745	–	–	0.14%	83
2022 Q3	$252K	Hold	5,745	–	–	0.14%	83
2022 Q2	$260K	Hold	5,745	–	–	0.14%	82
2022 Q1	$308K	Hold	5,745	–	–	0.15%	82
2021 Q4	$325K	Hold	5,745	–	–	0.15%	81
2021 Q3	$302K	Hold	5,745	–	–	0.16%	81
2021 Q2	$309K	Hold	5,745	–	–	0.17%	81
2021 Q1	$299K	Hold	5,745	–	–	0.17%	83
2020 Q4	$264K	Hold	5,745	–	–	0.16%	83
2020 Q3	$213K	Hold	5,745	–	–	0.15%	85
2020 Q2	$204K	Buy	+5,745	New	+$191K	0.16%	85
2020 Q1	–	Sell	-5,745	Closed	-$236K	–	85
2019 Q4	$236K	Hold	5,745	–	–	0.21%	81
2019 Q3	$222K	Buy	+5,745	New	+$221K	0.21%	83

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bull Street Advisors's IJH Position: Q2 2026 in Review

Bull Street Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,325 shares worth $411K. The position accounts for 0.19% of the portfolio, ranked #80.

Bull Street Advisors first reported a position in IJH in Q3 2019 and has held it in 27 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bull Street Advisors held 5,325 shares of iShares Core S&P Mid-Cap ETF worth $411K as of Q2 2026.
Bull Street Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.19% of Bull Street Advisors's portfolio in Q2 2026, its #80 holding.
Bull Street Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 27 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bull Street Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.