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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.15M Buy
79,785
+1,643
+2% +$121K 1.38% 17
2026
Q1
$5.28M Sell
78,142
-13,135
-14% -$911K 1.36% 18
2025
Q4
$6.02M Buy
+91,277
New +$5.98M 1.59% 18

Other funds holding IJH

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

Brown Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.1% in Q2 2026, buying an estimated $121K and bringing the position to 79,785 shares worth $6.15M. The position accounts for 1.38% of the portfolio, ranked #17.

Brown Wealth Management first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 730 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Brown Wealth Management held 79,785 shares of iShares Core S&P Mid-Cap ETF worth $6.15M as of Q2 2026.
  • Brown Wealth Management bought 1,643 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $121K.
  • iShares Core S&P Mid-Cap ETF made up 1.38% of Brown Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Brown Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 730 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.