J.L. Bainbridge & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

J.L. Bainbridge & Co’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	$473K	Hold	6,134	–	–	0.04%	66
2026 Q1	$414K	Buy	6,134 +61	+1%	+$4.23K	0.04%	66
2025 Q4	$401K	Hold	6,073	–	–	0.03%	60
2025 Q3	$396K	Sell	6,073 -500	-8%	-$32.1K	0.03%	64
2025 Q2	$408K	Hold	6,573	–	–	0.04%	62
2025 Q1	$384K	Sell	6,573 -50	-0.8%	-$3.1K	0.04%	66
2024 Q4	$413K	Sell	6,623 -927	-12%	-$59.5K	0.04%	63
2024 Q3	$471K	Hold	7,550	–	–	0.05%	54
2024 Q2	$442K	Sell	7,550 -3,250	-30%	-$191K	0.04%	51
2024 Q1	$656K	Hold	10,800	–	–	0.07%	39
2023 Q4	$599K	Hold	10,800	–	–	0.07%	44
2023 Q3	$539K	Hold	10,800	–	–	0.07%	45
2023 Q2	$565K	Hold	10,800	–	–	0.07%	40
2023 Q1	$540K	Hold	10,800	–	–	0.07%	36
2022 Q4	$522K	Buy	10,800 +665	+7%	+$32.1K	0.08%	37
2022 Q3	$444K	Hold	10,135	–	–	0.07%	41
2022 Q2	$459K	Hold	10,135	–	–	0.07%	41
2022 Q1	$544K	Buy	10,135 +50	+0.5%	+$2.66K	0.06%	44
2021 Q4	$571K	Hold	10,085	–	–	0.06%	44
2021 Q3	$531K	Hold	10,085	–	–	0.06%	48
2021 Q2	$542K	Hold	10,085	–	–	0.06%	49
2021 Q1	$525K	Hold	10,085	–	–	0.07%	48
2020 Q4	$464K	Hold	10,085	–	–	0.07%	48
2020 Q3	$374K	Hold	10,085	–	–	0.06%	52
2020 Q2	$359K	Hold	10,085	–	–	0.07%	48
2020 Q1	$290K	Hold	10,085	–	–	0.06%	53
2019 Q4	$415K	Buy	+10,085	New	+$400K	0.06%	49

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

J.L. Bainbridge & Co's IJH Position: Q2 2026 in Review

J.L. Bainbridge & Co held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,134 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #66.

J.L. Bainbridge & Co first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $656K in Q1 2024. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

J.L. Bainbridge & Co held 6,134 shares of iShares Core S&P Mid-Cap ETF worth $473K as of Q2 2026.
J.L. Bainbridge & Co left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #66 holding.
J.L. Bainbridge & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
J.L. Bainbridge & Co's iShares Core S&P Mid-Cap ETF position peaked at $656K in Q1 2024.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.