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

Birchbrook’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 Q3	$7.85M	Buy	109,120 +1,276	+1%	+$96.3K	3.76%	6
2026 Q2	$8.32M	Sell	107,844 -3,348	-3%	-$246K	3.9%	6
2026 Q1	$7.51M	Buy	111,192 +1,804	+2%	+$125K	3.68%	5
2025 Q4	$7.22M	Sell	109,388 -88	-0.1%	-$5.76K	3.6%	5
2025 Q3	$7.14M	Buy	109,476 +2,685	+3%	+$173K	3.7%	5
2025 Q2	$6.62M	Buy	106,791 +11,548	+12%	+$678K	3.55%	6
2025 Q1	$5.56M	Buy	95,243 +17,064	+22%	+$1.06M	3.12%	8
2024 Q4	$4.87M	Buy	78,179 +959	+1%	+$61.5K	2.77%	9
2024 Q3	$4.81M	Buy	77,220 +72,854	+1,669%	+$4.39M	2.67%	9
2024 Q2	$255K	Buy	4,366 +498	+13%	+$29.3K	0.15%	57
2024 Q1	$235K	Sell	3,868 -2,337	-38%	-$132K	0.14%	61
2023 Q4	$344K	Buy	+6,205	New	+$315K	0.23%	52

Other funds holding IJH

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Birchbrook's IJH Position: Q3 2026 in Review

Birchbrook increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q3 2026, buying an estimated $96.3K and bringing the position to 109,120 shares worth $7.85M. The position accounts for 3.76% of the portfolio, ranked #6.

Birchbrook first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.32M in Q2 2026. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Birchbrook held 109,120 shares of iShares Core S&P Mid-Cap ETF worth $7.85M as of Q3 2026.
Birchbrook bought 1,276 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $96.3K.
iShares Core S&P Mid-Cap ETF made up 3.76% of Birchbrook's portfolio in Q3 2026, its #6 holding.
Birchbrook first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's iShares Core S&P Mid-Cap ETF position peaked at $8.32M in Q2 2026.
1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.