North Berkeley Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
North Berkeley Wealth Management's IJH Position: Q1 2026 in Review
North Berkeley Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.2% in Q1 2026, buying an estimated $558K and bringing the position to 106,613 shares worth $7.2M. The position accounts for 3.81% of the portfolio, ranked #11.
North Berkeley Wealth Management first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- North Berkeley Wealth Management held 106,613 shares of iShares Core S&P Mid-Cap ETF worth $7.2M as of Q1 2026.
- North Berkeley Wealth Management bought 8,037 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $558K.
- iShares Core S&P Mid-Cap ETF made up 3.81% of North Berkeley Wealth Management's portfolio in Q1 2026, its #11 holding.
- North Berkeley Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.