Brick & Kyle Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brick & Kyle Associates’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 Q1	$301K	Sell	4,450 -675	-13%	-$46.8K	0.1%	80
2025 Q4	$338K	Hold	5,125	–	–	0.12%	59
2025 Q3	$334K	Sell	5,125 -17,875	-78%	-$1.15M	0.12%	57
2025 Q2	$329K	Buy	+23,000	New	+$1.35M	0.15%	56
2025 Q1	–	Sell	-5,025	Closed	-$313K	–	58
2024 Q4	$313K	Hold	5,025	–	–	0.13%	58
2024 Q3	$313K	Sell	5,025 -625	-11%	-$37.7K	0.13%	55
2024 Q2	$331K	Buy	+5,650	New	+$332K	0.14%	59
2017 Q2	–	Sell	-850	Closed	-$29K	–	208
2017 Q1	$29K	Buy	850 +100	+13%	+$3.4K	0.02%	231
2016 Q4	$25K	Hold	750	–	–	0.02%	245
2016 Q3	$23K	Hold	750	–	–	0.02%	260
2016 Q2	$22K	Hold	750	–	–	0.02%	254
2016 Q1	$22K	Hold	750	–	–	0.02%	243
2015 Q4	$21K	Buy	750 +500	+200%	+$14.3K	0.02%	244
2015 Q3	$7K	Hold	250	–	–	0.01%	370
2015 Q2	$7K	Hold	250	–	–	0.01%	393
2015 Q1	$8K	Hold	250	–	–	0.01%	387
2014 Q4	$7K	Buy	+250	New	+$7.02K	0.01%	371

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brick & Kyle Associates's IJH Position: Q1 2026 in Review

Brick & Kyle Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 13% in Q1 2026, selling an estimated $46.8K and leaving 4,450 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #80.

Brick & Kyle Associates first reported a position in IJH in Q4 2014 and has held it in 17 quarters since. The position peaked at $338K in Q4 2025. 2,645 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Brick & Kyle Associates held 4,450 shares of iShares Core S&P Mid-Cap ETF worth $301K as of Q1 2026.
Brick & Kyle Associates sold 675 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $46.8K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Brick & Kyle Associates's portfolio in Q1 2026, its #80 holding.
Brick & Kyle Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 17 quarters since.
Brick & Kyle Associates's iShares Core S&P Mid-Cap ETF position peaked at $338K in Q4 2025.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.