Barnes Dennig Private Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Barnes Dennig Private Wealth Management’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	$312K	Buy	4,044 +304	+8%	+$22.3K	0.25%	66
2026 Q1	$253K	Sell	3,740 -1,065	-22%	-$73.9K	0.25%	63
2025 Q4	$317K	Buy	4,805 +868	+22%	+$56.9K	0.32%	56
2025 Q3	$257K	Buy	3,937 +197	+5%	+$12.7K	0.28%	56
2025 Q2	$232K	Buy	3,740 +3,015	+416%	+$177K	0.28%	52
2025 Q1	$42.3K	Buy	+725	New	+$45K	0.06%	77

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Barnes Dennig Private Wealth Management's IJH Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.1% in Q2 2026, buying an estimated $22.3K and bringing the position to 4,044 shares worth $312K. The position accounts for 0.25% of the portfolio, ranked #66.

Barnes Dennig Private Wealth Management first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. The position peaked at $317K in Q4 2025. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Barnes Dennig Private Wealth Management held 4,044 shares of iShares Core S&P Mid-Cap ETF worth $312K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 304 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $22.3K.
iShares Core S&P Mid-Cap ETF made up 0.25% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #66 holding.
Barnes Dennig Private Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Barnes Dennig Private Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $317K in Q4 2025.
845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.