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Newbridge Financial Services Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Newbridge Financial Services Group’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 		$198K Buy
2,573
+1,871
+267% +$137K 0.02% 249
2026
Q1 		$47.4K Buy
702
+1
+0.1% +$69 0.01% 432
2025
Q4 		$46.3K Buy
701
+4
+0.6% +$262 0.01% 448
2025
Q3 		$45.5K Buy
697
+2
+0.3% +$129 0.01% 532
2025
Q2 		$43.1K Sell
695
-12,049
-95% -$707K 0.01% 535
2025
Q1 		$744K Buy
12,744
+12,320
+2,906% +$765K 0.18% 98
2024
Q4 		$26.4K Buy
+424
New +$27.2K 0.01% 544
2024
Q3 		– Sell
-584
Closed -$34.2K – 857
2024
Q2 		$34.2K Sell
584
-476
-45% -$28K 0.01% 468
2024
Q1 		$64.4K Hold
1,060
– – 0.03% 355
2023
Q4 		$58.6K Sell
1,060
-80
-7% -$4.06K 0.03% 360
2023
Q3 		$57K Sell
1,140
-750
-40% -$39.3K 0.03% 387
2023
Q2 		$98.9K Sell
1,890
-530
-22% -$26.3K 0.05% 316
2023
Q1 		$121K Sell
2,420
-710
-23% -$36.2K 0.06% 280
2022
Q4 		$151K Sell
3,130
-175
-5% -$8.46K 0.09% 226
2022
Q3 		$145K Sell
3,305
-610
-16% -$29.5K 0.09% 234
2022
Q2 		$177K Sell
3,915
-640
-14% -$31.6K 0.11% 179
2022
Q1 		$244K Sell
4,555
-110
-2% -$5.86K 0.12% 161
2021
Q4 		$264K Buy
4,665
+2,670
+134% +$149K 0.12% 165
2021
Q3 		$105K Buy
1,995
+605
+44% +$32.5K 0.07% 262
2021
Q2 		$75K Sell
1,390
-415
-23% -$22.4K 0.05% 337
2021
Q1 		$94K Buy
1,805
+1,180
+189% +$58.9K 0.07% 264
2020
Q4 		$29K Hold
625
– – 0.02% 453
2020
Q3 		$23K Buy
+625
New +$23.4K 0.02% 469

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Newbridge Financial Services Group's IJH Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 267% in Q2 2026, buying an estimated $137K and bringing the position to 2,573 shares worth $198K. The position accounts for 0.02% of the portfolio, ranked #249.

Newbridge Financial Services Group first reported a position in IJH in Q3 2020 and has held it in 23 quarters since. The position peaked at $744K in Q1 2025. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Newbridge Financial Services Group held 2,573 shares of iShares Core S&P Mid-Cap ETF worth $198K as of Q2 2026.
  • Newbridge Financial Services Group bought 1,871 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $137K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #249 holding.
  • Newbridge Financial Services Group first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares Core S&P Mid-Cap ETF position peaked at $744K in Q1 2025.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.