Brown Miller Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Brown Miller Wealth 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	$3.54M	Sell	45,894 -584	-1%	-$42.9K	0.89%	27
2026 Q1	$3.14M	Sell	46,478 -839	-2%	-$58.2K	0.89%	26
2025 Q4	$3.12M	Buy	47,317 +5,664	+14%	+$371K	0.86%	29
2025 Q3	$2.72M	Buy	41,653 +1,817	+5%	+$117K	0.77%	32
2025 Q2	$2.47M	Buy	39,836 +3,419	+9%	+$201K	0.77%	32
2025 Q1	$2.12M	Buy	36,417 +4,254	+13%	+$264K	0.74%	39
2024 Q4	$2M	Buy	32,163 +1,631	+5%	+$105K	0.77%	39
2024 Q3	$1.9M	Sell	30,532 -591	-2%	-$35.6K	0.74%	42
2024 Q2	$1.82M	Buy	31,123 +3,040	+11%	+$179K	0.76%	40
2024 Q1	$1.71M	Sell	28,083 -692	-2%	-$39.2K	0.75%	43
2023 Q4	$1.6M	Buy	28,775 +905	+3%	+$45.9K	0.8%	40
2023 Q3	$1.39M	Buy	27,870 +3,060	+12%	+$160K	0.78%	42
2023 Q2	$1.3M	Buy	24,810 +1,280	+5%	+$63.6K	0.7%	42
2023 Q1	$1.18M	Buy	23,530 +725	+3%	+$36.9K	0.7%	43
2022 Q4	$1.1M	Buy	22,805 +1,915	+9%	+$92.5K	0.7%	49
2022 Q3	$916K	Sell	20,890 -5	-0%	-$242	0.65%	46
2022 Q2	$945K	Buy	20,895 +230	+1%	+$11.4K	0.64%	47
2022 Q1	$1.11M	Sell	20,665 -30	-0.1%	-$1.6K	0.64%	45
2021 Q4	$1.17M	Sell	20,695 -565	-3%	-$31.4K	0.67%	42
2021 Q3	$1.12M	Buy	21,260 +2,845	+15%	+$153K	0.7%	39
2021 Q2	$989K	Buy	18,415 +4,055	+28%	+$219K	0.63%	45
2021 Q1	$748K	Sell	14,360 -390	-3%	-$19.5K	0.53%	50
2020 Q4	$678K	Buy	+14,750	New	+$621K	0.51%	49

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

Brown Miller Wealth Management's IJH Position: Q2 2026 in Review

Brown Miller Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q2 2026, selling an estimated $42.9K and leaving 45,894 shares worth $3.54M. The position accounts for 0.89% of the portfolio, ranked #27.

Brown Miller Wealth Management first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Brown Miller Wealth Management held 45,894 shares of iShares Core S&P Mid-Cap ETF worth $3.54M as of Q2 2026.
Brown Miller Wealth Management sold 584 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $42.9K.
iShares Core S&P Mid-Cap ETF made up 0.89% of Brown Miller Wealth Management's portfolio in Q2 2026, its #27 holding.
Brown Miller Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.