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 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 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

Birchbrook's IJH Position: Q2 2026 in Review

Birchbrook reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3% in Q2 2026, selling an estimated $246K and leaving 107,844 shares worth $8.32M. The position accounts for 3.9% of the portfolio, ranked #6.

Birchbrook first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Birchbrook held 107,844 shares of iShares Core S&P Mid-Cap ETF worth $8.32M as of Q2 2026.
Birchbrook sold 3,348 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $246K.
iShares Core S&P Mid-Cap ETF made up 3.9% of Birchbrook's portfolio in Q2 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 11 quarters since.
1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.