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

Byrne Asset 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 Q3	$9.09K	Hold	125	–	–	0.01%	456
2026 Q2	$9.64K	Hold	125	–	–	0.01%	441
2026 Q1	$8.44K	Hold	125	–	–	﹤0.01%	442
2025 Q4	$8.25K	Hold	125	–	–	﹤0.01%	437
2025 Q3	$8.16K	Hold	125	–	–	0.01%	429
2025 Q2	$7.75K	Sell	125 -50	-29%	-$2.94K	0.01%	423
2025 Q1	$10.2K	Sell	175 -100	-36%	-$6.21K	0.01%	413
2024 Q4	$17.1K	Sell	275 -200	-42%	-$12.8K	0.01%	319
2024 Q3	$29.6K	Hold	475	–	–	0.02%	253
2024 Q2	$27.7K	Hold	475	–	–	0.02%	257
2024 Q1	$28.9K	Sell	475 -70	-13%	-$3.96K	0.02%	252
2023 Q4	$30.5K	Hold	545	–	–	0.02%	237
2023 Q3	$27K	Hold	545	–	–	0.02%	241
2023 Q2	$29K	Hold	545	–	–	0.02%	285
2023 Q1	$27K	Hold	545	–	–	0.02%	279
2022 Q4	$26.4K	Hold	545	–	–	0.02%	288
2022 Q3	$24K	Hold	545	–	–	0.02%	273
2022 Q2	$25K	Hold	545	–	–	0.02%	244
2022 Q1	$29K	Hold	545	–	–	0.02%	263
2021 Q4	$31K	Buy	+545	New	+$30.3K	0.02%	252

Other funds holding IJH

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Byrne Asset Management's IJH Position: Q3 2026 in Review

Byrne Asset Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 125 shares worth $9.09K. The position accounts for 0.01% of the portfolio, ranked #456.

Byrne Asset Management first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. The position peaked at $31K in Q4 2021. 168 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Byrne Asset Management held 125 shares of iShares Core S&P Mid-Cap ETF worth $9.09K as of Q3 2026.
Byrne Asset Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Byrne Asset Management's portfolio in Q3 2026, its #456 holding.
Byrne Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
Byrne Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $31K in Q4 2021.
168 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.