J.W. Burns & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.5M | Buy |
304,712
+1,156
| +0.4% | +$84.8K | 2.45% | 12 |
|
|
2026
Q1 | $20.5M | Buy |
303,556
+13,492
| +5% | +$936K | 2.35% | 12 |
|
|
2025
Q4 | $19.1M | Buy |
290,064
+3,169
| +1% | +$208K | 2.12% | 13 |
|
|
2025
Q3 | $18.7M | Buy |
286,895
+10,217
| +4% | +$657K | 2.12% | 13 |
|
|
2025
Q2 | $17.2M | Buy |
276,678
+931
| +0.3% | +$54.7K | 2.08% | 14 |
|
|
2025
Q1 | $16.1M | Buy |
275,747
+7,139
| +3% | +$443K | 2.09% | 11 |
|
|
2024
Q4 | $16.7M | Buy |
268,608
+16,343
| +6% | +$1.05M | 2.14% | 10 |
|
|
2024
Q3 | $15.7M | Buy |
252,265
+4,689
| +2% | +$283K | 2.04% | 10 |
|
|
2024
Q2 | $14.5M | Buy |
247,576
+20,737
| +9% | +$1.22M | 1.96% | 10 |
|
|
2024
Q1 | $13.8M | Buy |
226,839
+18,854
| +9% | +$1.07M | 1.92% | 10 |
|
|
2023
Q4 | $11.5M | Buy |
207,985
+10,095
| +5% | +$512K | 1.71% | 12 |
|
|
2023
Q3 | $9.87M | Buy |
197,890
+5,595
| +3% | +$293K | 1.6% | 14 |
|
|
2023
Q2 | $10.1M | Buy |
192,295
+3,995
| +2% | +$199K | 1.61% | 14 |
|
|
2023
Q1 | $9.42M | Buy |
188,300
+10,000
| +6% | +$509K | 1.6% | 15 |
|
|
2022
Q4 | $8.63M | Buy |
178,300
+8,625
| +5% | +$417K | 1.57% | 17 |
|
|
2022
Q3 | $7.44M | Sell |
169,675
-1,105
| -0.6% | -$53.4K | 1.46% | 17 |
|
|
2022
Q2 | $7.73M | Buy |
170,780
+2,555
| +2% | +$126K | 1.46% | 16 |
|
|
2022
Q1 | $9.03M | Sell |
168,225
-1,220
| -0.7% | -$65K | 1.44% | 19 |
|
|
2021
Q4 | $9.59M | Sell |
169,445
-550
| -0.3% | -$30.6K | 1.39% | 20 |
|
|
2021
Q3 | $8.94M | Buy |
169,995
+1,600
| +1% | +$86.1K | 1.4% | 19 |
|
|
2021
Q2 | $9.05M | Buy |
168,395
+1,010
| +0.6% | +$54.5K | 1.42% | 19 |
|
|
2021
Q1 | $8.71M | Buy |
167,385
+1,770
| +1% | +$88.4K | 1.47% | 19 |
|
|
2020
Q4 | $7.61M | Sell |
165,615
-3,665
| -2% | -$154K | 1.36% | 20 |
|
|
2020
Q3 | $6.27M | Sell |
169,280
-965
| -0.6% | -$36.1K | 1.26% | 20 |
|
|
2020
Q2 | $6.05M | Sell |
170,245
-1,945
| -1% | -$64.6K | 1.34% | 19 |
|
|
2020
Q1 | $4.95M | Sell |
172,190
-3,660
| -2% | -$136K | 1.34% | 20 |
|
|
2019
Q4 | $7.24M | Sell |
175,850
-1,675
| -0.9% | -$66.4K | 1.54% | 16 |
|
|
2019
Q3 | $6.86M | Sell |
177,525
-785
| -0.4% | -$30.2K | 1.58% | 17 |
|
|
2019
Q2 | $6.93M | Buy |
178,310
+2,145
| +1% | +$82.2K | 1.6% | 16 |
|
|
2019
Q1 | $6.67M | Sell |
176,165
-3,050
| -2% | -$113K | 1.63% | 16 |
|
|
2018
Q4 | $5.95M | Sell |
179,215
-6,745
| -4% | -$246K | 1.67% | 15 |
|
|
2018
Q3 | $7.49M | Buy |
185,960
+595
| +0.3% | +$23.9K | 1.76% | 13 |
|
|
2018
Q2 | $7.22M | Buy |
185,365
+4,695
| +3% | +$181K | 1.83% | 10 |
|
|
2018
Q1 | $6.78M | Sell |
180,670
-180
| -0.1% | -$6.88K | 1.74% | 12 |
|
|
2017
Q4 | $6.86M | Sell |
180,850
-710
| -0.4% | -$26.3K | 1.74% | 14 |
|
|
2017
Q3 | $6.5M | Buy |
181,560
+3,005
| +2% | +$105K | 1.73% | 12 |
|
|
2017
Q2 | $6.21M | Buy |
178,555
+1,150
| +0.6% | +$39.7K | 1.68% | 14 |
|
|
2017
Q1 | $6.08M | Buy |
177,405
+27,965
| +19% | +$952K | 1.67% | 12 |
|
|
2016
Q4 | $4.94M | Buy |
149,440
+66,955
| +81% | +$2.12M | 1.45% | 19 |
|
|
2016
Q3 | $2.55M | Buy |
82,485
+625
| +0.8% | +$19.3K | 0.79% | 45 |
|
|
2016
Q2 | $2.45M | Buy |
81,860
+2,470
| +3% | +$72.4K | 0.74% | 45 |
|
|
2016
Q1 | $2.29M | Sell |
79,390
-3,160
| -4% | -$84.4K | 0.73% | 49 |
|
|
2015
Q4 | $2.3M | Buy |
82,550
+20,770
| +34% | +$593K | 0.73% | 47 |
|
|
2015
Q3 | $1.69M | Buy |
61,780
+10,225
| +20% | +$297K | 0.58% | 59 |
|
|
2015
Q2 | $1.55M | Buy |
51,555
+10,535
| +26% | +$321K | 0.51% | 60 |
|
|
2015
Q1 | $1.25M | Buy |
41,020
+9,950
| +32% | +$294K | 0.41% | 67 |
|
|
2014
Q4 | $900K | Buy |
31,070
+860
| +3% | +$24.2K | 0.3% | 79 |
|
|
2014
Q3 | $826K | Buy |
30,210
+4,075
| +16% | +$115K | 0.28% | 79 |
|
|
2014
Q2 | $748K | Buy |
26,135
+325
| +1% | +$8.93K | 0.25% | 83 |
|
|
2014
Q1 | $710K | Buy |
+25,810
| New | +$694K | 0.25% | 85 |
|
Other funds holding IJH
CCA
MRC
VFA
CWM
FMII
J.W. Burns & Co's IJH Position: Q2 2026 in Review
J.W. Burns & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.38% in Q2 2026, buying an estimated $84.8K and bringing the position to 304,712 shares worth $23.5M. The position accounts for 2.45% of the portfolio, ranked #12.
J.W. Burns & Co first reported a position in IJH in Q1 2014 and has held it in 50 quarters since. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- J.W. Burns & Co held 304,712 shares of iShares Core S&P Mid-Cap ETF worth $23.5M as of Q2 2026.
- J.W. Burns & Co bought 1,156 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $84.8K.
- iShares Core S&P Mid-Cap ETF made up 2.45% of J.W. Burns & Co's portfolio in Q2 2026, its #12 holding.
- J.W. Burns & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2014 and has held it in 50 quarters since.
- 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.