Brookmont Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brookmont Capital Management’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	$1.09M	Buy	14,162 +583	+4%	+$42.8K	0.59%	40
2026 Q1	$917K	Buy	13,579 +44	+0.3%	+$3.05K	0.51%	41
2025 Q4	$893K	Buy	13,535 +185	+1%	+$12.1K	0.52%	40
2025 Q3	$871K	Sell	13,350 -337	-2%	-$21.7K	0.48%	38
2025 Q2	$849K	Buy	13,687 +56	+0.4%	+$3.29K	0.49%	39
2025 Q1	$795K	Sell	13,631 -873	-6%	-$54.2K	0.45%	39
2024 Q4	$904K	Sell	14,504 -2,158	-13%	-$138K	0.48%	40
2024 Q3	$1.04M	Sell	16,662 -47	-0.3%	-$2.83K	0.53%	37
2024 Q2	$978K	Sell	16,709 -2,223	-12%	-$131K	0.53%	38
2024 Q1	$1.15M	Sell	18,932 -4,643	-20%	-$263K	0.6%	35
2023 Q4	$1.31M	Buy	23,575 +5,060	+27%	+$257K	0.73%	35
2023 Q3	$923K	Sell	18,515 -105	-0.6%	-$5.5K	0.58%	36
2023 Q2	$974K	Buy	18,620 +345	+2%	+$17.1K	0.59%	37
2023 Q1	$914K	Buy	18,275 +5	+0%	+$255	0.58%	37
2022 Q4	$884K	Sell	18,270 -755	-4%	-$36.5K	0.54%	37
2022 Q3	$834K	Sell	19,025 -100	-0.5%	-$4.83K	0.58%	37
2022 Q2	$865K	Sell	19,125 -35	-0.2%	-$1.73K	0.6%	37
2022 Q1	$1.03M	Buy	19,160 +40	+0.2%	+$2.13K	0.62%	37
2021 Q4	$1.08M	Buy	19,120 +575	+3%	+$32K	0.57%	37
2021 Q3	$976K	Buy	18,545 +140	+0.8%	+$7.53K	0.58%	38
2021 Q2	$989K	Buy	18,405 +320	+2%	+$17.3K	0.6%	38
2021 Q1	$941K	Sell	18,085 -215	-1%	-$10.7K	0.61%	39
2020 Q4	$841K	Buy	18,300 +85	+0.5%	+$3.58K	0.59%	40
2020 Q3	$675K	Sell	18,215 -50	-0.3%	-$1.87K	0.5%	40
2020 Q2	$650K	Sell	18,265 -1,805	-9%	-$59.9K	0.52%	40
2020 Q1	$577K	Sell	20,070 -10	-0%	-$372	0.46%	39
2019 Q4	$827K	Sell	20,080 -45	-0.2%	-$1.78K	0.49%	40
2019 Q3	$778K	Buy	20,125 +1,215	+6%	+$46.7K	0.44%	42
2019 Q2	$735K	Sell	18,910 -25	-0.1%	-$958	0.44%	43
2019 Q1	$717K	Sell	18,935 -10	-0.1%	-$369	0.44%	43
2018 Q4	$629K	Sell	18,945 -50	-0.3%	-$1.82K	0.43%	42
2018 Q3	$765K	Buy	18,995 +560	+3%	+$22.5K	0.46%	42
2018 Q2	$718K	Buy	18,435 +1,025	+6%	+$39.6K	0.45%	42
2018 Q1	$653K	Buy	17,410 +1,145	+7%	+$43.8K	0.43%	43
2017 Q4	$617K	Buy	16,265 +1,165	+8%	+$43.1K	0.27%	42
2017 Q3	$540K	Buy	15,100 +1,150	+8%	+$40.1K	0.3%	46
2017 Q2	$485K	Sell	13,950 -15	-0.1%	-$518	0.18%	47
2017 Q1	$478K	Sell	13,965 -160	-1%	-$5.45K	0.18%	50
2016 Q4	$467K	Sell	14,125 -65	-0.5%	-$2.06K	0.18%	46
2016 Q3	$439K	Sell	14,190 -1,390	-9%	-$43K	0.16%	47
2016 Q2	$465K	Buy	15,580 +5	+0%	+$147	0.17%	47
2016 Q1	$449K	Sell	15,575 -4,420	-22%	-$118K	0.14%	48
2015 Q4	$557K	Buy	19,995 +540	+3%	+$15.4K	0.16%	50
2015 Q3	$532K	Buy	19,455 +40	+0.2%	+$1.16K	0.15%	51
2015 Q2	$582K	Sell	19,415 -795	-4%	-$24.2K	0.15%	52
2015 Q1	$614K	Buy	20,210 +6,035	+43%	+$179K	0.15%	52
2014 Q4	$411K	Sell	14,175 -3,835	-21%	-$108K	0.12%	54
2014 Q3	$493K	Sell	18,010 -90	-0.5%	-$2.54K	0.13%	41
2014 Q2	$518K	Sell	18,100 -235	-1%	-$6.46K	0.12%	40
2014 Q1	$504K	Sell	18,335 -135	-0.7%	-$3.63K	0.14%	40
2013 Q4	$494K	Sell	18,470 -25	-0.1%	-$645	0.14%	40
2013 Q3	$459K	Sell	18,495 -260	-1%	-$6.34K	0.15%	39
2013 Q2	$433K	Buy	+18,755	New	+$435K	0.18%	39

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

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

MRC

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Brookmont Capital Management's IJH Position: Q2 2026 in Review

Brookmont Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q2 2026, buying an estimated $42.8K and bringing the position to 14,162 shares worth $1.09M. The position accounts for 0.59% of the portfolio, ranked #40.

Brookmont Capital Management first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.31M in Q4 2023. 1,358 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Brookmont Capital Management held 14,162 shares of iShares Core S&P Mid-Cap ETF worth $1.09M as of Q2 2026.
Brookmont Capital Management bought 583 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $42.8K.
iShares Core S&P Mid-Cap ETF made up 0.59% of Brookmont Capital Management's portfolio in Q2 2026, its #40 holding.
Brookmont Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Brookmont Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $1.31M in Q4 2023.
1,358 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brookmont Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.