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

Brady Martz Wealth Solutions’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	$1.34M	Buy	17,358 +322	+2%	+$23.6K	0.2%	86
2026 Q1	$1.15M	Buy	17,036 +9,267	+119%	+$643K	0.2%	88
2025 Q4	$513K	Buy	7,769 +3,350	+76%	+$219K	0.09%	126
2025 Q3	$288K	Buy	+4,419	New	+$284K	0.05%	138

Other funds holding IJH

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

OWM

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

SFG

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Brady Martz Wealth Solutions's IJH Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, buying an estimated $23.6K and bringing the position to 17,358 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #86.

Brady Martz Wealth Solutions first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 912 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Brady Martz Wealth Solutions held 17,358 shares of iShares Core S&P Mid-Cap ETF worth $1.34M as of Q2 2026.
Brady Martz Wealth Solutions bought 322 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $23.6K.
iShares Core S&P Mid-Cap ETF made up 0.2% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #86 holding.
Brady Martz Wealth Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
912 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.