Brandywine Oak Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brandywine Oak Private 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	$1.16M	Buy	15,088 +4,423	+41%	+$325K	0.09%	105
2026 Q1	$720K	Buy	10,665 +225	+2%	+$15.6K	0.06%	131
2025 Q4	$689K	Sell	10,440 -475	-4%	-$31.1K	0.06%	131
2025 Q3	$712K	Hold	10,915	–	–	0.06%	128
2025 Q2	$677K	Sell	10,915 -735	-6%	-$43.1K	0.06%	126
2025 Q1	$680K	Sell	11,650 -21	-0.2%	-$1.3K	0.07%	126
2024 Q4	$727K	Buy	11,671 +11	+0.1%	+$705	0.07%	122
2024 Q3	$727K	Buy	11,660 +515	+5%	+$31.1K	0.07%	122
2024 Q2	$652K	Sell	11,145 -39	-0.3%	-$2.29K	0.07%	124
2024 Q1	$679K	Sell	11,184 -76	-0.7%	-$4.3K	0.07%	124
2023 Q4	$624K	Hold	11,260	–	–	0.07%	128
2023 Q3	$561K	Sell	11,260 -210	-2%	-$11K	0.07%	135
2023 Q2	$600K	Hold	11,470	–	–	0.07%	137
2023 Q1	$574K	Sell	11,470 -420	-4%	-$21.4K	0.07%	146
2022 Q4	$575K	Buy	11,890 +5	+0%	+$242	0.07%	142
2022 Q3	$521K	Buy	11,885 +400	+3%	+$19.3K	0.07%	150
2022 Q2	$519K	Sell	11,485 -675	-6%	-$33.3K	0.07%	165
2022 Q1	$652K	Buy	12,160 +105	+0.9%	+$5.59K	0.07%	167
2021 Q4	$682K	Sell	12,055 -165	-1%	-$9.19K	0.07%	169
2021 Q3	$643K	Buy	12,220 +260	+2%	+$14K	0.07%	171
2021 Q2	$642K	Buy	+11,960	New	+$646K	0.07%	167
2019 Q1	–	Sell	-2,185	Closed	-$72K	–	404
2018 Q4	$72K	Buy	+2,185	New	+$79.7K	0.02%	320

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

Brandywine Oak Private Wealth's IJH Position: Q2 2026 in Review

Brandywine Oak Private Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 41% in Q2 2026, buying an estimated $325K and bringing the position to 15,088 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #105.

Brandywine Oak Private Wealth first reported a position in IJH in Q4 2018 and has held it in 22 quarters since. 918 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Brandywine Oak Private Wealth held 15,088 shares of iShares Core S&P Mid-Cap ETF worth $1.16M as of Q2 2026.
Brandywine Oak Private Wealth bought 4,423 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $325K.
iShares Core S&P Mid-Cap ETF made up 0.09% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #105 holding.
Brandywine Oak Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 22 quarters since.
918 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.