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: Q1 2026 in Review
RFG - Bristol Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q1 2026, buying an estimated $1.4M and bringing the position to 193,973 shares worth $13.1M. The position accounts for 3.53% of the portfolio, ranked #3.
RFG - Bristol Wealth Advisors first reported a position in IJH in Q2 2025 and has held it in 4 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- RFG - Bristol Wealth Advisors held 193,973 shares of iShares Core S&P Mid-Cap ETF worth $13.1M as of Q1 2026.
- RFG - Bristol Wealth Advisors bought 20,246 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.4M.
- iShares Core S&P Mid-Cap ETF made up 3.53% of RFG - Bristol Wealth Advisors's portfolio in Q1 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 4 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.