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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.4M Buy
82,960
+3,381
+4% +$248K 2.75% 5
2026
Q1
$5.37M Buy
79,579
+22,897
+40% +$1.59M 3.07% 6
2025
Q4
$3.74M Buy
+56,682
New +$3.71M 1.91% 11

Other funds holding IJH

Braeburn Wealth Management's IJH Position: Q2 2026 in Review

Braeburn Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.2% in Q2 2026, buying an estimated $248K and bringing the position to 82,960 shares worth $6.4M. The position accounts for 2.75% of the portfolio, ranked #5.

Braeburn Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Braeburn Wealth Management held 82,960 shares of iShares Core S&P Mid-Cap ETF worth $6.4M as of Q2 2026.
  • Braeburn Wealth Management bought 3,381 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $248K.
  • iShares Core S&P Mid-Cap ETF made up 2.75% of Braeburn Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Braeburn Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Braeburn Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.