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

Brookstone 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 		$6.5M Sell
84,257
-537
-0.6% -$39.4K 0.07% 290
2026
Q1 		$5.73M Buy
84,794
+3,817
+5% +$265K 0.07% 298
2025
Q4 		$5.34M Buy
80,977
+5,386
+7% +$353K 0.06% 297
2025
Q3 		$4.93M Sell
75,591
-1,673
-2% -$108K 0.06% 305
2025
Q2 		$4.79M Sell
77,264
-562
-0.7% -$33K 0.06% 290
2025
Q1 		$4.54M Sell
77,826
-3,521
-4% -$219K 0.07% 269
2024
Q4 		$5.07M Buy
81,347
+7,158
+10% +$459K 0.07% 249
2024
Q3 		$4.62M Buy
74,189
+1,092
+1% +$65.9K 0.07% 258
2024
Q2 		$4.48M Sell
73,097
-6,139
-8% -$361K 0.07% 247
2024
Q1 		$4.81M Sell
79,236
-23,659
-23% -$1.34M 0.09% 221
2023
Q4 		$5.7M Sell
102,895
-16,935
-14% -$859K 0.11% 186
2023
Q3 		$5.78M Buy
119,830
+14,930
+14% +$782K 0.13% 168
2023
Q2 		$5.45M Sell
104,900
-1,460
-1% -$72.6K 0.11% 185
2023
Q1 		$5.32M Sell
106,360
-33,575
-24% -$1.71M 0.1% 176
2022
Q4 		$6.94M Buy
139,935
+3,090
+2% +$149K 0.14% 148
2022
Q3 		$6.14M Sell
136,845
-2,130
-2% -$103K 0.14% 148
2022
Q2 		$6.43M Sell
138,975
-31,195
-18% -$1.54M 0.14% 148
2022
Q1 		$8.84M Sell
170,170
-24,250
-12% -$1.29M 0.17% 119
2021
Q4 		$10.8M Sell
194,420
-64,410
-25% -$3.59M 0.19% 110
2021
Q3 		$13.9M Sell
258,830
-2,840
-1% -$153K 0.25% 84
2021
Q2 		$13.9M Buy
261,670
+214,705
+457% +$11.6M 0.25% 88
2021
Q1 		$2.44M Buy
46,965
+3,305
+8% +$165K 0.09% 163
2020
Q4 		$2.01M Buy
43,660
+9,035
+26% +$381K 0.08% 172
2020
Q3 		$1.28M Sell
34,625
-555
-2% -$20.7K 0.06% 186
2020
Q2 		$1.25M Sell
35,180
-43,820
-55% -$1.46M 0.08% 154
2020
Q1 		$2.27M Sell
79,000
-22,155
-22% -$824K 0.13% 103
2019
Q4 		$4.16M Sell
101,155
-435
-0.4% -$17.2K 0.21% 75
2019
Q3 		$3.93M Buy
101,590
+1,375
+1% +$52.8K 0.21% 77
2019
Q2 		$3.89M Sell
100,215
-114,105
-53% -$4.37M 0.23% 69
2019
Q1 		$8.12M Sell
214,320
-42,035
-16% -$1.55M 0.53% 36
2018
Q4 		$8.51M Sell
256,355
-248,020
-49% -$9.05M 0.65% 31
2018
Q3 		$20.3M Buy
504,375
+22,105
+5% +$889K 1.54% 10
2018
Q2 		$18.8M Buy
482,270
+22,580
+5% +$872K 1.64% 11
2018
Q1 		$17.2M Buy
459,690
+72,770
+19% +$2.78M 1.57% 11
2017
Q4 		$14.7M Buy
386,920
+60,085
+18% +$2.22M 1.32% 11
2017
Q3 		$11.7M Buy
326,835
+124,740
+62% +$4.34M 1.06% 18
2017
Q2 		$7.03M Sell
202,095
-126,440
-38% -$4.36M 0.67% 41
2017
Q1 		$11.3M Buy
328,535
+147,965
+82% +$5.04M 1.14% 16
2016
Q4 		$5.97M Buy
180,570
+54,495
+43% +$1.73M 0.66% 50
2016
Q3 		$3.9M Buy
126,075
+55,660
+79% +$1.72M 0.43% 87
2016
Q2 		$2.1M Buy
70,415
+37,320
+113% +$1.09M 0.28% 100
2016
Q1 		$954K Buy
+33,095
New +$884K 0.14% 130
2015
Q4 		– Sell
-4,530
Closed -$124K – 499
2015
Q3 		$124K Sell
4,530
-2,730
-38% -$79.4K 0.02% 240
2015
Q2 		$218K Buy
+7,260
New +$221K 0.03% 218

Other funds holding IJH

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

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

Brookstone Capital Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.63% in Q2 2026, selling an estimated $39.4K and leaving 84,257 shares worth $6.5M. The position accounts for 0.07% of the portfolio, ranked #290.

Brookstone Capital Management first reported a position in IJH in Q2 2015 and has held it in 44 quarters since. The position peaked at $20.3M in Q3 2018. 635 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Brookstone Capital Management held 84,257 shares of iShares Core S&P Mid-Cap ETF worth $6.5M as of Q2 2026.
  • Brookstone Capital Management sold 537 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $39.4K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Brookstone Capital Management's portfolio in Q2 2026, its #290 holding.
  • Brookstone Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2015 and has held it in 44 quarters since.
  • Brookstone Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $20.3M in Q3 2018.
  • 635 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.