RFG - Bristol Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
RFG - Bristol Wealth Advisors's IJH Position: Q2 2026 in Review
RFG - Bristol Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, buying an estimated $241K and bringing the position to 197,255 shares worth $15.2M. The position accounts for 3.68% of the portfolio, ranked #3.
RFG - Bristol Wealth Advisors first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- RFG - Bristol Wealth Advisors held 197,255 shares of iShares Core S&P Mid-Cap ETF worth $15.2M as of Q2 2026.
- RFG - Bristol Wealth Advisors bought 3,282 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $241K.
- iShares Core S&P Mid-Cap ETF made up 3.68% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- RFG - Bristol Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.