Bullock Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bullock Wealth 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 Q2	$19.1K	Hold	250	–	–	0.01%	362
2026 Q1	$17K	Hold	250	–	–	0.01%	368
2025 Q4	$16.5K	Hold	250	–	–	0.01%	356
2025 Q3	$16.4K	Hold	250	–	–	0.01%	363
2025 Q2	$15.7K	Hold	250	–	–	0.01%	348
2025 Q1	$14.7K	Hold	250	–	–	0.01%	340
2024 Q4	$15.6K	Hold	250	–	–	0.01%	348
2024 Q3	$15.5K	Sell	250 -15	-6%	-$905	0.01%	329
2024 Q2	$15.4K	Sell	265 -15	-5%	-$881	0.01%	322
2024 Q1	$16.9K	Buy	+280	New	+$15.9K	0.01%	315

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bullock Wealth Management's IJH Position: Q2 2026 in Review

Bullock Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 250 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #362.

Bullock Wealth Management first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bullock Wealth Management held 250 shares of iShares Core S&P Mid-Cap ETF worth $19.1K as of Q2 2026.
Bullock Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #362 holding.
Bullock Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.