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Stonebridge Financial Group (Pennsylvania)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$1.63M Buy
21,184
+644
+3% +$47.3K 0.12% 113
2026
Q1 		$1.39M Sell
20,540
-10,153
-33% -$704K 0.11% 113
2025
Q4 		$2.03M Buy
30,693
+7,343
+31% +$481K 0.17% 98
2025
Q3 		$1.52M Buy
23,350
+1,942
+9% +$125K 0.13% 107
2025
Q2 		$1.33M Buy
21,408
+647
+3% +$38K 0.13% 105
2025
Q1 		$1.21M Buy
20,761
+3,143
+18% +$195K 0.13% 104
2024
Q4 		$1.1M Buy
+17,618
New +$1.13M 0.12% 107

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IJH Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q2 2026, buying an estimated $47.3K and bringing the position to 21,184 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #113.

Stonebridge Financial Group (Pennsylvania) first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2025. 2,455 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 21,184 shares of iShares Core S&P Mid-Cap ETF worth $1.63M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 644 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $47.3K.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #113 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s iShares Core S&P Mid-Cap ETF position peaked at $2.03M in Q4 2025.
  • 2,455 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.