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Burney Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Burney Company’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 		$231K Sell
2,993
-848
-22% -$62.2K 0.01% 579
2026
Q1 		$259K Buy
3,841
+75
+2% +$5.2K 0.01% 528
2025
Q4 		$249K Sell
3,766
-4,423
-54% -$290K 0.01% 557
2025
Q3 		$534K Sell
8,189
-357
-4% -$22.9K 0.02% 409
2025
Q2 		$530K Sell
8,546
-949
-10% -$55.7K 0.02% 398
2025
Q1 		$554K Buy
9,495
+1,103
+13% +$68.5K 0.02% 402
2024
Q4 		$523K Buy
8,392
+8
+0.1% +$513 0.02% 419
2024
Q3 		$522K Buy
8,384
+6
+0.1% +$362 0.02% 433
2024
Q2 		$490K Buy
8,378
+3
+0% +$176 0.02% 428
2024
Q1 		$509K Sell
8,375
-415
-5% -$23.5K 0.02% 432
2023
Q4 		$487K Buy
8,790
+305
+4% +$15.5K 0.02% 420
2023
Q3 		$423K Sell
8,485
-505
-6% -$26.5K 0.02% 427
2023
Q2 		$470K Buy
8,990
+25
+0.3% +$1.24K 0.02% 420
2023
Q1 		$449K Hold
8,965
– – 0.02% 420
2022
Q4 		$434K Buy
8,965
+5
+0.1% +$242 0.02% 424
2022
Q3 		$393K Buy
8,960
+105
+1% +$5.08K 0.02% 442
2022
Q2 		$401K Buy
8,855
+80
+0.9% +$3.95K 0.02% 431
2022
Q1 		$471K Sell
8,775
-2,320
-21% -$124K 0.02% 422
2021
Q4 		$628K Buy
11,095
+2,330
+27% +$130K 0.03% 397
2021
Q3 		$461K Sell
8,765
-150
-2% -$8.07K 0.02% 424
2021
Q2 		$479K Buy
8,915
+2,030
+29% +$110K 0.02% 429
2021
Q1 		$358K Sell
6,885
-145
-2% -$7.24K 0.02% 452
2020
Q4 		$323K Sell
7,030
-190
-3% -$8.01K 0.02% 437
2020
Q3 		$268K Buy
7,220
+1,430
+25% +$53.5K 0.02% 430
2020
Q2 		$206K Buy
+5,790
New +$192K 0.01% 459

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Burney Company's IJH Position: Q2 2026 in Review

Burney Company reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 22% in Q2 2026, selling an estimated $62.2K and leaving 2,993 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #579.

Burney Company first reported a position in IJH in Q2 2020 and has held it in 25 quarters since. The position peaked at $628K in Q4 2021. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Burney Company held 2,993 shares of iShares Core S&P Mid-Cap ETF worth $231K as of Q2 2026.
  • Burney Company sold 848 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $62.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #579 holding.
  • Burney Company first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Burney Company's iShares Core S&P Mid-Cap ETF position peaked at $628K in Q4 2021.
  • 2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.