BBR Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

BBR Partners’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	$4.29M	Buy	+55,688	New	+$4.09M	0.2%	49
2025 Q1	–	Sell	-3,239	Closed	-$202K	–	251
2024 Q4	$202K	Hold	3,239	–	–	0.01%	229
2024 Q3	$202K	Buy	+3,239	New	+$195K	0.02%	221
2024 Q2	–	Sell	-11,319	Closed	-$688K	–	239
2024 Q1	$688K	Buy	11,319 +7,574	+202%	+$429K	0.06%	119
2023 Q4	$208K	Sell	3,745 -4,355	-54%	-$221K	0.02%	172
2023 Q3	$404K	Buy	8,100 +4,030	+99%	+$211K	0.05%	117
2023 Q2	$213K	Buy	+4,070	New	+$202K	0.02%	146
2022 Q2	–	Sell	-11,245	Closed	-$603K	–	242
2022 Q1	$603K	Buy	+11,245	New	+$599K	0.06%	121
2018 Q1	–	Sell	-21,455	Closed	-$814K	–	94
2017 Q4	$814K	Hold	21,455	–	–	0.15%	26
2017 Q3	$768K	Hold	21,455	–	–	0.16%	19
2017 Q2	$746K	Hold	21,455	–	–	0.16%	25
2017 Q1	$735K	Sell	21,455 -7,460	-26%	-$254K	0.16%	25
2016 Q4	$956K	Sell	28,915 -755	-3%	-$23.9K	0.16%	27
2016 Q3	$918K	Hold	29,670	–	–	0.15%	29
2016 Q2	$886K	Hold	29,670	–	–	0.15%	26
2016 Q1	$856K	Sell	29,670 -1,200	-4%	-$32.1K	0.15%	22
2015 Q4	$860K	Sell	30,870 -535	-2%	-$15.3K	0.13%	22
2015 Q3	$858K	Sell	31,405 -10,880	-26%	-$316K	0.12%	17
2015 Q2	$1.27M	Sell	42,285 -11,270	-21%	-$344K	0.16%	20
2015 Q1	$1.63M	Sell	53,555 -175	-0.3%	-$5.18K	0.22%	17
2014 Q4	$1.56M	Sell	53,730 -550	-1%	-$15.5K	0.21%	22
2014 Q3	$1.48M	Buy	+54,280	New	+$1.53M	0.22%	18

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BBR Partners's IJH Position: Q2 2026 in Review

BBR Partners opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 55,688 shares worth $4.29M. The stake represents 0.2% of the portfolio and ranks #49 among its holdings. This is a return to the name: BBR Partners previously reported a position in IJH as recently as Q4 2024.

BBR Partners first reported a position in IJH in Q3 2014 and has held it in 22 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

BBR Partners held 55,688 shares of iShares Core S&P Mid-Cap ETF worth $4.29M as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new BBR Partners position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.2% of BBR Partners's portfolio in Q2 2026, its #49 holding.
BBR Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2014 and has held it in 22 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.