Burton Enright Welch’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Burton Enright Welch’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	$721K	Sell	9,345 -2,216	-19%	-$163K	0.08%	75
2026 Q1	$781K	Buy	11,561 +2,226	+24%	+$154K	0.11%	70
2025 Q4	$616K	Buy	9,335 +735	+9%	+$48.1K	0.09%	77
2025 Q3	$561K	Hold	8,600	–	–	0.08%	80
2025 Q2	$533K	Buy	+8,600	New	+$505K	0.09%	75

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Burton Enright Welch's IJH Position: Q2 2026 in Review

Burton Enright Welch reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 19% in Q2 2026, selling an estimated $163K and leaving 9,345 shares worth $721K. The position accounts for 0.08% of the portfolio, ranked #75.

Burton Enright Welch first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. The position peaked at $781K in Q1 2026. 2,731 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Burton Enright Welch held 9,345 shares of iShares Core S&P Mid-Cap ETF worth $721K as of Q2 2026.
Burton Enright Welch sold 2,216 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $163K.
iShares Core S&P Mid-Cap ETF made up 0.08% of Burton Enright Welch's portfolio in Q2 2026, its #75 holding.
Burton Enright Welch first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Burton Enright Welch's iShares Core S&P Mid-Cap ETF position peaked at $781K in Q1 2026.
2,731 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.