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

Brindle & Bay 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 		$247K Buy
3,204
+8
+0.3% +$587 0.12% 74
2026
Q1 		$216K Sell
3,196
-104
-3% -$7.21K 0.13% 64
2025
Q4 		$218K Buy
+3,300
New +$216K 0.14% 66

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Brindle & Bay Financial Advisors's IJH Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.25% in Q2 2026, buying an estimated $587 and bringing the position to 3,204 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #74.

Brindle & Bay Financial Advisors first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 2,720 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Brindle & Bay Financial Advisors held 3,204 shares of iShares Core S&P Mid-Cap ETF worth $247K as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 8 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $587.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Brindle & Bay Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 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 Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.