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

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

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.