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

Hollow Brook Wealth 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 Q2	$526K	Hold	6,815	–	–	0.1%	67
2026 Q1	$460K	Sell	6,815 -6,750	-50%	-$468K	0.12%	64
2025 Q4	$895K	Sell	13,565 -6,750	-33%	-$442K	0.23%	53
2025 Q3	$1.33M	Buy	20,315 +6,750	+50%	+$434K	0.31%	54
2025 Q2	$841K	Hold	13,565	–	–	0.24%	52
2025 Q1	$792K	Sell	13,565 -2,890	-18%	-$179K	0.23%	52
2024 Q4	$1.03M	Hold	16,455	–	–	0.32%	52
2024 Q3	$1.03M	Hold	16,455	–	–	0.3%	54
2024 Q2	$963K	Hold	16,455	–	–	0.33%	52
2024 Q1	$999K	Hold	16,455	–	–	0.37%	50
2023 Q4	$912K	Hold	16,455	–	–	0.36%	50
2023 Q3	$821K	Hold	16,455	–	–	0.34%	52
2023 Q2	$861K	Hold	16,455	–	–	0.37%	51
2023 Q1	$823K	Hold	16,455	–	–	0.39%	49
2022 Q4	$796K	Buy	16,455 +120	+0.7%	+$5.8K	0.38%	50
2022 Q3	$716K	Hold	16,335	–	–	0.41%	49
2022 Q2	$739K	Hold	16,335	–	–	0.41%	47
2022 Q1	$877K	Hold	16,335	–	–	0.39%	47
2021 Q4	$925K	Buy	16,335 +2,995	+22%	+$167K	0.47%	47
2021 Q3	$702K	Hold	13,340	–	–	0.44%	48
2021 Q2	$717K	Hold	13,340	–	–	0.45%	41
2021 Q1	$694K	Hold	13,340	–	–	0.46%	35
2020 Q4	$613K	Sell	13,340 -2,995	-18%	-$126K	0.37%	33
2020 Q3	$605K	Buy	16,335 +2,995	+22%	+$112K	0.38%	32
2020 Q2	$474K	Hold	13,340	–	–	0.36%	31
2020 Q1	$384K	Hold	13,340	–	–	0.36%	30
2019 Q4	$549K	Hold	13,340	–	–	0.29%	39
2019 Q3	$516K	Hold	13,340	–	–	0.35%	39
2019 Q2	$518K	Hold	13,340	–	–	0.47%	36
2019 Q1	$505K	Hold	13,340	–	–	0.55%	33
2018 Q4	$443K	Hold	13,340	–	–	0.47%	36
2018 Q3	$537K	Hold	13,340	–	–	0.42%	40
2018 Q2	$520K	Hold	13,340	–	–	0.41%	43
2018 Q1	$500K	Hold	13,340	–	–	0.4%	39
2017 Q4	$506K	Buy	+13,340	New	+$493K	0.37%	35

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 22.9% 1-Year Est. Return

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

Hollow Brook Wealth Management's IJH Position: Q2 2026 in Review

Hollow Brook Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 6,815 shares worth $526K. The position accounts for 0.1% of the portfolio, ranked #67.

Hollow Brook Wealth Management first reported a position in IJH in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.33M in Q3 2025. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Hollow Brook Wealth Management held 6,815 shares of iShares Core S&P Mid-Cap ETF worth $526K as of Q2 2026.
Hollow Brook Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #67 holding.
Hollow Brook Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
Hollow Brook Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $1.33M in Q3 2025.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.