Bryant Woods Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bryant Woods Investment Advisors’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	$31.6M	Buy	409,810 +12,382	+3%	+$909K	8.79%	2
2026 Q1	$26.8M	Buy	397,428 +14,001	+4%	+$971K	9.87%	2
2025 Q4	$25.3M	Sell	383,427 -1,049	-0.3%	-$68.7K	9.81%	3
2025 Q3	$25.1M	Buy	384,476 +3,447	+0.9%	+$222K	9.81%	3
2025 Q2	$23.6M	Sell	381,029 -5,677	-1%	-$333K	10.2%	2
2025 Q1	$22.6M	Sell	386,706 -2,392	-0.6%	-$149K	10.85%	2
2024 Q4	$24.2M	Buy	389,098 +596	+0.2%	+$38.2K	11.74%	2
2024 Q3	$24.2M	Buy	388,502 +309,082	+389%	+$18.6M	12.33%	2
2024 Q2	$19.8M	Sell	79,420 -295,205	-79%	-$17.3M	14.41%	2
2024 Q1	$22.8M	Sell	374,625 -15,760	-4%	-$892K	13.43%	2
2023 Q4	$21.6M	Sell	390,385 -6,715	-2%	-$341K	13.8%	2
2023 Q3	$19.8M	Buy	397,100 +5,105	+1%	+$268K	14.41%	2
2023 Q2	$20.5M	Buy	391,995 +6,455	+2%	+$321K	14.57%	2
2023 Q1	$19.3M	Buy	385,540 +3,675	+1%	+$187K	14.91%	2
2022 Q4	$18.5M	Buy	381,865 +2,220	+0.6%	+$107K	15.68%	2
2022 Q3	$16.6M	Buy	379,645 +1,680	+0.4%	+$81.2K	15.7%	2
2022 Q2	$17.1M	Buy	377,965 +2,425	+0.6%	+$120K	16.14%	2
2022 Q1	$20.2M	Buy	375,540 +11,755	+3%	+$626K	16.26%	2
2021 Q4	$20.6M	Buy	+363,785	New	+$20.2M	16.08%	1

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Bryant Woods Investment Advisors's IJH Position: Q2 2026 in Review

Bryant Woods Investment Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.1% in Q2 2026, buying an estimated $909K and bringing the position to 409,810 shares worth $31.6M. The position accounts for 8.79% of the portfolio, ranked #2.

Bryant Woods Investment Advisors first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 1,085 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Bryant Woods Investment Advisors held 409,810 shares of iShares Core S&P Mid-Cap ETF worth $31.6M as of Q2 2026.
Bryant Woods Investment Advisors bought 12,382 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $909K.
iShares Core S&P Mid-Cap ETF made up 8.79% of Bryant Woods Investment Advisors's portfolio in Q2 2026, its #2 holding.
Bryant Woods Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,085 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Bryant Woods Investment Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.