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

IronBridge Private Wealth’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	$5.53M	Sell	81,882 -150,870	-65%	-$10.5M	1.78%	18
2025 Q4	$15.2M	Hold	232,752	–	–	4.81%	2
2025 Q3	$15.2M	Sell	232,752 -684	-0.3%	-$44K	4.79%	2
2025 Q2	$14.5M	Sell	233,436 -19,208	-8%	-$1.13M	5.05%	3
2025 Q1	$14.7M	Buy	252,644 +21,033	+9%	+$1.31M	5.81%	3
2024 Q4	$14.4M	Buy	231,611 +72,212	+45%	+$4.63M	5.3%	3
2024 Q3	$9.93M	Buy	159,399 +4,063	+3%	+$245K	3.71%	7
2024 Q2	$9.09M	Sell	155,336 -1,746	-1%	-$103K	3.4%	8
2024 Q1	$9.54M	Sell	157,082 -1,128	-0.7%	-$63.9K	3.96%	6
2023 Q4	$8.77M	Buy	+158,210	New	+$8.02M	4.28%	6
2023 Q3	–	Sell	-109,870	Closed	-$5.75M	–	40
2023 Q2	$5.75M	Buy	+109,870	New	+$5.46M	3.23%	10
2022 Q2	–	Sell	-98,165	Closed	-$5.27M	–	40
2022 Q1	$5.27M	Buy	+98,165	New	+$5.23M	3.25%	8

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

IronBridge Private Wealth's IJH Position: Q1 2026 in Review

IronBridge Private Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 65% in Q1 2026, selling an estimated $10.5M and leaving 81,882 shares worth $5.53M. The position accounts for 1.78% of the portfolio, ranked #18.

IronBridge Private Wealth first reported a position in IJH in Q1 2022 and has held it in 12 quarters since. The position peaked at $15.2M in Q4 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

IronBridge Private Wealth held 81,882 shares of iShares Core S&P Mid-Cap ETF worth $5.53M as of Q1 2026.
IronBridge Private Wealth sold 150,870 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $10.5M.
iShares Core S&P Mid-Cap ETF made up 1.78% of IronBridge Private Wealth's portfolio in Q1 2026, its #18 holding.
IronBridge Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 12 quarters since.
IronBridge Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $15.2M in Q4 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.