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

Bravera 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	$258K	Hold	3,346	–	–	0.1%	82
2026 Q1	$226K	Sell	3,346 -454	-12%	-$31.5K	0.1%	96
2025 Q4	$251K	Buy	+3,800	New	+$249K	0.13%	78

Other funds holding IJH

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

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

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

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

Bravera Wealth's IJH Position: Q2 2026 in Review

Bravera Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,346 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #82.

Bravera Wealth first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bravera Wealth held 3,346 shares of iShares Core S&P Mid-Cap ETF worth $258K as of Q2 2026.
Bravera Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Bravera Wealth's portfolio in Q2 2026, its #82 holding.
Bravera Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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