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
2024 Q3	–	Sell	-2,500	Closed	-$146K	–	52
2024 Q2	$146K	Hold	2,500	–	–	0.05%	43
2024 Q1	$152K	Buy	+2,500	New	+$142K	0.06%	43

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 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IronBridge Private Wealth's IJH Position: Q2 2026 in Review

IronBridge Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.35% in Q2 2026, buying an estimated $20.9K and bringing the position to 82,167 shares worth $6.34M. The position accounts for 2.08% of the portfolio, ranked #14.

IronBridge Private Wealth first reported a position in IJH in Q1 2022 and has held it in 13 quarters since. The position peaked at $15.2M in Q4 2025. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

IronBridge Private Wealth held 82,167 shares of iShares Core S&P Mid-Cap ETF worth $6.34M as of Q2 2026.
IronBridge Private Wealth bought 285 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $20.9K.
iShares Core S&P Mid-Cap ETF made up 2.08% of IronBridge Private Wealth's portfolio in Q2 2026, its #14 holding.
IronBridge Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 13 quarters since.
IronBridge Private Wealth's iShares Core S&P Mid-Cap ETF position peaked at $15.2M in Q4 2025.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on IronBridge Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.