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

Burling Wealth Partners’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	$2.34M	Buy	30,353 +3,360	+12%	+$247K	0.34%	69
2026 Q1	$1.82M	Buy	26,993 +5,208	+24%	+$361K	0.29%	78
2025 Q4	$1.44M	Buy	21,785 +12,157	+126%	+$796K	0.22%	81
2025 Q3	$628K	Buy	9,628 +1,515	+19%	+$97.4K	0.1%	118
2025 Q2	$503K	Buy	8,113 +151	+2%	+$8.86K	0.09%	124
2025 Q1	$465K	Buy	7,962 +2,224	+39%	+$138K	0.1%	119
2024 Q4	$358K	Buy	+5,738	New	+$368K	0.07%	134

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

Burling Wealth Partners's IJH Position: Q2 2026 in Review

Burling Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q2 2026, buying an estimated $247K and bringing the position to 30,353 shares worth $2.34M. The position accounts for 0.34% of the portfolio, ranked #69.

Burling Wealth Partners first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Burling Wealth Partners held 30,353 shares of iShares Core S&P Mid-Cap ETF worth $2.34M as of Q2 2026.
Burling Wealth Partners bought 3,360 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $247K.
iShares Core S&P Mid-Cap ETF made up 0.34% of Burling Wealth Partners's portfolio in Q2 2026, its #69 holding.
Burling Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.