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: Q2 2026 in Review
North Berkeley Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q2 2026, buying an estimated $218K and bringing the position to 109,587 shares worth $8.45M. The position accounts for 3.42% of the portfolio, ranked #14.
North Berkeley Wealth Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- North Berkeley Wealth Management held 109,587 shares of iShares Core S&P Mid-Cap ETF worth $8.45M as of Q2 2026.
- North Berkeley Wealth Management bought 2,974 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $218K.
- iShares Core S&P Mid-Cap ETF made up 3.42% of North Berkeley Wealth Management's portfolio in Q2 2026, its #14 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 7 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.