Morton Brown Family Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Morton Brown Family Wealth’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	$95.9K	Sell	1,244 -1,742	-58%	-$128K	0.02%	95
2026 Q1	$202K	Sell	2,986 -1,011	-25%	-$70.1K	0.05%	67
2025 Q4	$264K	Hold	3,997	–	–	0.07%	54
2025 Q3	$261K	Sell	3,997 -705	-15%	-$45.3K	0.07%	51
2025 Q2	$292K	Hold	4,702	–	–	0.09%	46
2025 Q1	$274K	Sell	4,702 -1,532	-25%	-$95.1K	0.09%	45
2024 Q4	$388K	Hold	6,234	–	–	0.14%	39
2024 Q3	$389K	Hold	6,234	–	–	0.14%	40
2024 Q2	$378K	Sell	6,234 -2,256	-27%	-$133K	0.15%	40
2024 Q1	$516K	Sell	8,490 -15	-0.2%	-$849	0.21%	33
2023 Q4	$471K	Buy	8,505 +90	+1%	+$4.57K	0.21%	35
2023 Q3	$420K	Hold	8,415	–	–	0.21%	35
2023 Q2	$440K	Buy	8,415 +35	+0.4%	+$1.74K	0.24%	35
2023 Q1	$419K	Buy	8,380 +5,050	+152%	+$257K	0.25%	37
2022 Q4	$161K	Hold	3,330	–	–	0.11%	49
2022 Q3	$146K	Hold	3,330	–	–	0.12%	41
2022 Q2	$151K	Buy	+3,330	New	+$164K	0.12%	42

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

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

Morton Brown Family Wealth's IJH Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 58% in Q2 2026, selling an estimated $128K and leaving 1,244 shares worth $95.9K. The position accounts for 0.02% of the portfolio, ranked #95.

Morton Brown Family Wealth first reported a position in IJH in Q2 2022 and has held it in 17 quarters since. The position peaked at $516K in Q1 2024. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Morton Brown Family Wealth held 1,244 shares of iShares Core S&P Mid-Cap ETF worth $95.9K as of Q2 2026.
Morton Brown Family Wealth sold 1,742 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $128K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Morton Brown Family Wealth's portfolio in Q2 2026, its #95 holding.
Morton Brown Family Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Morton Brown Family Wealth's iShares Core S&P Mid-Cap ETF position peaked at $516K in Q1 2024.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.