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

Coastal Bridge 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 Q1	$2.73M	Buy	40,483 +2,106	+5%	+$146K	0.19%	116
2025 Q4	$2.53M	Buy	38,377 +2,881	+8%	+$189K	0.19%	131
2025 Q3	$2.32M	Buy	35,496 +737	+2%	+$47.4K	0.18%	131
2025 Q2	$2.16M	Buy	34,759 +598	+2%	+$35.1K	0.18%	132
2025 Q1	$1.99M	Buy	+34,161	New	+$2.12M	0.49%	52
2020 Q1	–	Sell	-6,925	Closed	-$285K	–	149
2019 Q4	$285K	Hold	6,925	–	–	0.07%	96
2019 Q3	$268K	Hold	6,925	–	–	0.09%	105
2019 Q2	$269K	Buy	6,925 +830	+14%	+$31.8K	0.08%	98
2019 Q1	$231K	Sell	6,095 -135	-2%	-$4.99K	0.08%	106
2018 Q4	$207K	Hold	6,230	–	–	0.08%	114
2018 Q3	$251K	Buy	6,230 +165	+3%	+$6.63K	0.1%	103
2018 Q2	$236K	Hold	6,065	–	–	0.1%	107
2018 Q1	$228K	Hold	6,065	–	–	0.08%	109
2017 Q4	$232K	Buy	+6,065	New	+$224K	0.07%	107

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

Coastal Bridge Advisors's IJH Position: Q1 2026 in Review

Coastal Bridge Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.5% in Q1 2026, buying an estimated $146K and bringing the position to 40,483 shares worth $2.73M. The position accounts for 0.19% of the portfolio, ranked #116.

Coastal Bridge Advisors first reported a position in IJH in Q4 2017 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Coastal Bridge Advisors held 40,483 shares of iShares Core S&P Mid-Cap ETF worth $2.73M as of Q1 2026.
Coastal Bridge Advisors bought 2,106 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $146K.
iShares Core S&P Mid-Cap ETF made up 0.19% of Coastal Bridge Advisors's portfolio in Q1 2026, its #116 holding.
Coastal Bridge Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 14 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.