Brendel Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brendel Financial Advisors’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	$231K	Hold	3,000	–	–	0.11%	96
2026 Q1	$203K	Buy	+3,000	New	+$208K	0.1%	92
2021 Q3	–	Sell	-3,000	Closed	-$161K	–	168
2021 Q2	$161K	Buy	+3,000	New	+$162K	0.09%	117

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

Brendel Financial Advisors's IJH Position: Q2 2026 in Review

Brendel Financial Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,000 shares worth $231K. The position accounts for 0.11% of the portfolio, ranked #96.

Brendel Financial Advisors first reported a position in IJH in Q2 2021 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Brendel Financial Advisors held 3,000 shares of iShares Core S&P Mid-Cap ETF worth $231K as of Q2 2026.
Brendel Financial Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.11% of Brendel Financial Advisors's portfolio in Q2 2026, its #96 holding.
Brendel Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 3 quarters since.
2,720 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.