Brady Family Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brady Family Wealth’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	$2.56M	Sell	33,225 -865	-3%	-$63.5K	0.74%	41
2026 Q1	$2.3M	Buy	34,090 +1,780	+6%	+$123K	0.72%	41
2025 Q4	$2.13M	Sell	32,310 -695	-2%	-$45.5K	0.66%	44
2025 Q3	$2.15M	Sell	33,005 -5,176	-14%	-$333K	0.67%	44
2025 Q2	$2.37M	Sell	38,181 -72	-0.2%	-$4.23K	0.73%	41
2025 Q1	$2.23M	Sell	38,253 -2,503	-6%	-$155K	0.71%	44
2024 Q4	$2.54M	Sell	40,756 -1,375	-3%	-$88.2K	0.78%	43
2024 Q3	$2.63M	Sell	42,131 -94	-0.2%	-$5.67K	0.79%	42
2024 Q2	$2.47M	Sell	42,225 -202	-0.5%	-$11.9K	0.8%	44
2024 Q1	$2.58M	Sell	42,427 -38	-0.1%	-$2.15K	0.84%	43
2023 Q4	$2.35M	Sell	42,465 -260	-0.6%	-$13.2K	0.81%	42
2023 Q3	$2.13M	Sell	42,725 -290	-0.7%	-$15.2K	0.82%	45
2023 Q2	$2.25M	Sell	43,015 -285	-0.7%	-$14.2K	0.84%	43
2023 Q1	$2.17M	Buy	43,300 +50	+0.1%	+$2.55K	0.86%	43
2022 Q4	$2.09M	Buy	+43,250	New	+$2.09M	0.86%	41

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

Brady Family Wealth's IJH Position: Q2 2026 in Review

Brady Family Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.5% in Q2 2026, selling an estimated $63.5K and leaving 33,225 shares worth $2.56M. The position accounts for 0.74% of the portfolio, ranked #41.

Brady Family Wealth first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.63M in Q3 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Brady Family Wealth held 33,225 shares of iShares Core S&P Mid-Cap ETF worth $2.56M as of Q2 2026.
Brady Family Wealth sold 865 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63.5K.
iShares Core S&P Mid-Cap ETF made up 0.74% of Brady Family Wealth's portfolio in Q2 2026, its #41 holding.
Brady Family Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Brady Family Wealth's iShares Core S&P Mid-Cap ETF position peaked at $2.63M in Q3 2024.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.