John W. Brooker & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

John W. Brooker & Co’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	$432K	Buy	5,603 +725	+15%	+$53.2K	0.52%	47
2026 Q1	$329K	Buy	4,878 +40	+0.8%	+$2.77K	0.52%	48
2025 Q4	$319K	Buy	4,838 +2	+0%	+$131	0.57%	40
2025 Q3	$316K	Buy	4,836 +165	+4%	+$10.6K	0.64%	32
2025 Q2	$299K	Sell	4,671 -23,232	-83%	-$1.36M	0.7%	29
2025 Q1	$1.63M	Buy	27,903 +1,485	+6%	+$92.2K	0.67%	36
2024 Q4	$1.65M	Buy	26,418 +1,556	+6%	+$99.8K	0.71%	36
2024 Q3	$1.55M	Buy	24,862 +668	+3%	+$40.3K	0.71%	36
2024 Q2	$1.42M	Buy	24,194 +2,710	+13%	+$159K	0.71%	36
2024 Q1	$1.3M	Buy	21,484 +304	+1%	+$17.2K	0.7%	36
2023 Q4	$1.17M	Buy	21,180 +235	+1%	+$11.9K	0.68%	37
2023 Q3	$1.04M	Buy	20,945 +320	+2%	+$16.8K	0.66%	34
2023 Q2	$1.08M	Buy	20,625 +140	+0.7%	+$6.96K	0.7%	33
2023 Q1	$1.02M	Buy	20,485 +65	+0.3%	+$3.31K	0.68%	32
2022 Q4	$988K	Buy	20,420 +1,735	+9%	+$83.8K	0.65%	33
2022 Q3	$819K	Hold	18,685	–	–	0.53%	31
2022 Q2	$846K	Buy	18,685 +35	+0.2%	+$1.73K	0.52%	31
2022 Q1	$1M	Buy	18,650 +30	+0.2%	+$1.6K	0.54%	30
2021 Q4	$1.05M	Buy	18,620 +180	+1%	+$10K	0.54%	32
2021 Q3	$970K	Buy	18,440 +20	+0.1%	+$1.08K	0.55%	30
2021 Q2	$990K	Buy	18,420 +55	+0.3%	+$2.97K	0.58%	30
2021 Q1	$956K	Sell	18,365 -2,120	-10%	-$106K	0.59%	28
2020 Q4	$942K	Buy	20,485 +1,015	+5%	+$42.8K	0.62%	27
2020 Q3	$722K	Buy	19,470 +655	+3%	+$24.5K	0.5%	30
2020 Q2	$669K	Buy	18,815 +205	+1%	+$6.81K	0.48%	30
2020 Q1	$535K	Buy	18,610 +325	+2%	+$12.1K	0.39%	35
2019 Q4	$753K	Buy	+18,285	New	+$725K	0.48%	34

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

John W. Brooker & Co's IJH Position: Q2 2026 in Review

John W. Brooker & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 15% in Q2 2026, buying an estimated $53.2K and bringing the position to 5,603 shares worth $432K. The position accounts for 0.52% of the portfolio, ranked #47.

John W. Brooker & Co first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.65M in Q4 2024. 866 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

John W. Brooker & Co held 5,603 shares of iShares Core S&P Mid-Cap ETF worth $432K as of Q2 2026.
John W. Brooker & Co bought 725 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $53.2K.
iShares Core S&P Mid-Cap ETF made up 0.52% of John W. Brooker & Co's portfolio in Q2 2026, its #47 holding.
John W. Brooker & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
John W. Brooker & Co's iShares Core S&P Mid-Cap ETF position peaked at $1.65M in Q4 2024.
866 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on John W. Brooker & Co's 13F filing for Q2 2026, filed 20 Jul 2026.