Brown, Lisle/Cummings’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brown, Lisle/Cummings’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	$942K	Sell	13,953 -6,755	-33%	-$469K	0.24%	96
2025 Q4	$1.37M	Hold	20,708	–	–	0.34%	72
2025 Q3	$1.35M	Sell	20,708 -2,347	-10%	-$151K	0.35%	69
2025 Q2	$1.43M	Buy	23,055 +1,418	+7%	+$83.2K	0.38%	64
2025 Q1	$1.26M	Buy	21,637 +1,847	+9%	+$115K	0.37%	68
2024 Q4	$1.23M	Hold	19,790	–	–	0.37%	66
2024 Q3	$1.23M	Sell	19,790 -3,025	-13%	-$182K	0.37%	68
2024 Q2	$1.34M	Sell	22,815 -112	-0.5%	-$6.58K	0.44%	56
2024 Q1	$1.39M	Buy	22,927 +702	+3%	+$39.7K	0.47%	51
2023 Q4	$1.23M	Buy	22,225 +435	+2%	+$22.1K	0.46%	53
2023 Q3	$1.09M	Sell	21,790 -395	-2%	-$20.7K	0.49%	52
2023 Q2	$1.16M	Hold	22,185	–	–	0.52%	49
2023 Q1	$1.11M	Hold	22,185	–	–	0.56%	46
2022 Q4	$1.07M	Sell	22,185 -2,680	-11%	-$129K	0.58%	46
2022 Q3	$1.09M	Hold	24,865	–	–	0.64%	44
2022 Q2	$1.13M	Hold	24,865	–	–	0.62%	43
2022 Q1	$1.33M	Hold	24,865	–	–	0.64%	43
2021 Q4	$1.41M	Buy	+24,865	New	+$1.38M	0.7%	34

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

Brown, Lisle/Cummings's IJH Position: Q1 2026 in Review

Brown, Lisle/Cummings reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 33% in Q1 2026, selling an estimated $469K and leaving 13,953 shares worth $942K. The position accounts for 0.24% of the portfolio, ranked #96.

Brown, Lisle/Cummings first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.43M in Q2 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Brown, Lisle/Cummings held 13,953 shares of iShares Core S&P Mid-Cap ETF worth $942K as of Q1 2026.
Brown, Lisle/Cummings sold 6,755 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $469K.
iShares Core S&P Mid-Cap ETF made up 0.24% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #96 holding.
Brown, Lisle/Cummings first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's iShares Core S&P Mid-Cap ETF position peaked at $1.43M in Q2 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.