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 Q2	$3.05M	Sell	39,546 -937	-2%	-$68.8K	0.19%	122
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	0.18%	124
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 $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

Coastal Bridge Advisors's IJH Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q2 2026, selling an estimated $68.8K and leaving 39,546 shares worth $3.05M. The position accounts for 0.19% of the portfolio, ranked #122.

Coastal Bridge Advisors first reported a position in IJH in Q4 2017 and has held it in 15 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Coastal Bridge Advisors held 39,546 shares of iShares Core S&P Mid-Cap ETF worth $3.05M as of Q2 2026.
Coastal Bridge Advisors sold 937 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $68.8K.
iShares Core S&P Mid-Cap ETF made up 0.19% of Coastal Bridge Advisors's portfolio in Q2 2026, its #122 holding.
Coastal Bridge Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 15 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.