Burling Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Burling Wealth Partners's IJH Position: Q1 2026 in Review
Burling Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 24% in Q1 2026, buying an estimated $361K and bringing the position to 26,993 shares worth $1.82M. The position accounts for 0.29% of the portfolio, ranked #78.
Burling Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Burling Wealth Partners held 26,993 shares of iShares Core S&P Mid-Cap ETF worth $1.82M as of Q1 2026.
- Burling Wealth Partners bought 5,208 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $361K.
- iShares Core S&P Mid-Cap ETF made up 0.29% of Burling Wealth Partners's portfolio in Q1 2026, its #78 holding.
- Burling Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.