James J. Burns & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

James J. Burns & 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	$392K	Hold	5,077	–	–	0.04%	114
2026 Q1	$343K	Buy	5,077 +156	+3%	+$10.8K	0.05%	113
2025 Q4	$325K	Sell	4,921 -31	-0.6%	-$2.03K	0.04%	124
2025 Q3	$323K	Buy	4,952 +6	+0.1%	+$386	0.05%	121
2025 Q2	$307K	Buy	4,946 +9	+0.2%	+$528	0.05%	124
2025 Q1	$288K	Buy	4,937 +111	+2%	+$6.89K	0.05%	118
2024 Q4	$301K	Sell	4,826 -175	-3%	-$11.2K	0.05%	114
2024 Q3	$312K	Sell	5,001 -24	-0.5%	-$1.45K	0.06%	105
2024 Q2	$295K	Buy	+5,025	New	+$295K	0.06%	101
2024 Q1	–	Sell	-5,005	Closed	-$278K	–	98
2023 Q4	$278K	Buy	5,005 +5	+0.1%	+$254	0.07%	99
2023 Q3	$249K	Sell	5,000 -60	-1%	-$3.14K	0.07%	91
2023 Q2	$264K	Sell	5,060 -225	-4%	-$11.2K	0.07%	94
2023 Q1	$264K	Buy	+5,285	New	+$269K	0.07%	99

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

James J. Burns & Company's IJH Position: Q2 2026 in Review

James J. Burns & Company held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,077 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #114.

James J. Burns & Company first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

James J. Burns & Company held 5,077 shares of iShares Core S&P Mid-Cap ETF worth $392K as of Q2 2026.
James J. Burns & Company left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of James J. Burns & Company's portfolio in Q2 2026, its #114 holding.
James J. Burns & Company first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.