Brookwood Investment Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brookwood Investment Group’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	$578K	Sell	7,499 -184	-2%	-$13.5K	0.07%	277
2026 Q1	$519K	Buy	7,683 +298	+4%	+$20.7K	0.06%	280
2025 Q4	$487K	Sell	7,385 -220	-3%	-$14.4K	0.06%	294
2025 Q3	$496K	Buy	7,605 +646	+9%	+$41.5K	0.06%	266
2025 Q2	$432K	Sell	6,959 -5,235	-43%	-$307K	0.07%	268
2025 Q1	$712K	Buy	+12,194	New	+$757K	0.12%	166

Other funds holding IJH

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

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Brookwood Investment Group's IJH Position: Q2 2026 in Review

Brookwood Investment Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q2 2026, selling an estimated $13.5K and leaving 7,499 shares worth $578K. The position accounts for 0.07% of the portfolio, ranked #277.

Brookwood Investment Group first reported a position in IJH in Q1 2025 and has held it in 6 quarters since. The position peaked at $712K in Q1 2025. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Brookwood Investment Group held 7,499 shares of iShares Core S&P Mid-Cap ETF worth $578K as of Q2 2026.
Brookwood Investment Group sold 184 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $13.5K.
iShares Core S&P Mid-Cap ETF made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #277 holding.
Brookwood Investment Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's iShares Core S&P Mid-Cap ETF position peaked at $712K in Q1 2025.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.