Birch Hill Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Birch Hill Investment Advisors’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	$9.34M	Buy	121,065 +2,287	+2%	+$168K	0.38%	43
2026 Q1	$8.02M	Buy	118,778 +64	+0.1%	+$4.44K	0.36%	45
2025 Q4	$7.84M	Buy	118,714 +2,893	+2%	+$190K	0.33%	48
2025 Q3	$7.56M	Sell	115,821 -970	-0.8%	-$62.3K	0.32%	51
2025 Q2	$7.24M	Sell	116,791 -73	-0.1%	-$4.29K	0.32%	49
2025 Q1	$6.82M	Buy	116,864 +2,035	+2%	+$126K	0.32%	45
2024 Q4	$7.16M	Buy	114,829 +5,675	+5%	+$364K	0.33%	44
2024 Q3	$6.8M	Buy	109,154 +215	+0.2%	+$13K	0.32%	47
2024 Q2	$6.38M	Buy	108,939 +4,870	+5%	+$286K	0.31%	46
2024 Q1	$6.32M	Buy	104,069 +1,909	+2%	+$108K	0.31%	46
2023 Q4	$5.66M	Sell	102,160 -125	-0.1%	-$6.34K	0.3%	50
2023 Q3	$5.1M	Buy	102,285 +595	+0.6%	+$31.2K	0.3%	49
2023 Q2	$5.32M	Buy	101,690 +635	+0.6%	+$31.6K	0.31%	50
2023 Q1	$5.06M	Buy	101,055 +3,330	+3%	+$170K	0.31%	53
2022 Q4	$4.73M	Buy	97,725 +12,240	+14%	+$591K	0.3%	53
2022 Q3	$3.75M	Buy	85,485 +1,645	+2%	+$79.5K	0.25%	58
2022 Q2	$3.79M	Buy	83,840 +305	+0.4%	+$15.1K	0.24%	61
2022 Q1	$4.48M	Buy	83,535 +12,450	+18%	+$663K	0.24%	61
2021 Q4	$4.03M	Sell	71,085 -920	-1%	-$51.2K	0.2%	65
2021 Q3	$3.79M	Buy	72,005 +65	+0.1%	+$3.5K	0.2%	65
2021 Q2	$3.87M	Buy	71,940 +1,045	+1%	+$56.4K	0.21%	64
2021 Q1	$3.69M	Sell	70,895 -2,475	-3%	-$124K	0.21%	62
2020 Q4	$3.37M	Buy	73,370 +935	+1%	+$39.4K	0.2%	60
2020 Q3	$2.69M	Sell	72,435 -880	-1%	-$32.9K	0.18%	60
2020 Q2	$2.61M	Sell	73,315 -2,000	-3%	-$66.4K	0.19%	60
2020 Q1	$2.17M	Sell	75,315 -2,695	-3%	-$100K	0.19%	59
2019 Q4	$3.21M	Buy	78,010 +6,530	+9%	+$259K	0.21%	55
2019 Q3	$2.76M	Sell	71,480 -4,335	-6%	-$167K	0.2%	59
2019 Q2	$2.95M	Buy	75,815 +3,245	+4%	+$124K	0.22%	59
2019 Q1	$2.75M	Buy	72,570 +1,215	+2%	+$44.9K	0.21%	62
2018 Q4	$2.37M	Buy	71,355 +1,855	+3%	+$67.7K	0.21%	66
2018 Q3	$2.8M	Buy	69,500 +4,260	+7%	+$171K	0.2%	65
2018 Q2	$2.54M	Buy	65,240 +6,370	+11%	+$246K	0.2%	63
2018 Q1	$2.21M	Buy	58,870 +6,015	+11%	+$230K	0.18%	65
2017 Q4	$2.01M	Buy	52,855 +990	+2%	+$36.6K	0.17%	65
2017 Q3	$1.86M	Sell	51,865 -425	-0.8%	-$14.8K	0.16%	65
2017 Q2	$1.82M	Buy	52,290 +4,325	+9%	+$149K	0.16%	64
2017 Q1	$1.64M	Buy	47,965 +390	+0.8%	+$13.3K	0.14%	66
2016 Q4	$1.57M	Buy	47,575 +2,485	+6%	+$78.8K	0.14%	68
2016 Q3	$1.4M	Buy	45,090 +295	+0.7%	+$9.12K	0.13%	69
2016 Q2	$1.34M	Buy	44,795 +1,820	+4%	+$53.4K	0.13%	70
2016 Q1	$1.24M	Sell	42,975 -1,050	-2%	-$28K	0.13%	71
2015 Q4	$1.23M	Buy	44,025 +1,395	+3%	+$39.9K	0.13%	73
2015 Q3	$1.17M	Sell	42,630 -5,145	-11%	-$150K	0.13%	72
2015 Q2	$1.43M	Buy	47,775 +1,945	+4%	+$59.3K	0.15%	73
2015 Q1	$1.39M	Buy	45,830 +1,395	+3%	+$41.3K	0.14%	75
2014 Q4	$1.29M	Buy	44,435 +120	+0.3%	+$3.37K	0.13%	75
2014 Q3	$1.21M	Sell	44,315 -460	-1%	-$13K	0.13%	74
2014 Q2	$1.28M	Buy	44,775 +460	+1%	+$12.6K	0.13%	72
2014 Q1	$1.22M	Buy	44,315 +1,960	+5%	+$52.7K	0.13%	74
2013 Q4	$1.13M	Buy	42,355 +1,530	+4%	+$39.5K	0.12%	76
2013 Q3	$1.01M	Buy	40,825 +90	+0.2%	+$2.2K	0.12%	79
2013 Q2	$941K	Buy	+40,735	New	+$945K	0.12%	82

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

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

Birch Hill Investment Advisors's IJH Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, buying an estimated $168K and bringing the position to 121,065 shares worth $9.34M. The position accounts for 0.38% of the portfolio, ranked #43.

Birch Hill Investment Advisors first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Birch Hill Investment Advisors held 121,065 shares of iShares Core S&P Mid-Cap ETF worth $9.34M as of Q2 2026.
Birch Hill Investment Advisors bought 2,287 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $168K.
iShares Core S&P Mid-Cap ETF made up 0.38% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #43 holding.
Birch Hill Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.