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Romano Brothers & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Romano Brothers & 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 		$719K Buy
9,327
+74
+0.8% +$5.43K 0.07% 202
2026
Q1 		$625K Sell
9,253
-164
-2% -$11.4K 0.07% 204
2025
Q4 		$622K Sell
9,417
-550
-6% -$36K 0.07% 208
2025
Q3 		$650K Hold
9,967
– – 0.07% 205
2025
Q2 		$618K Sell
9,967
-182
-2% -$10.7K 0.08% 202
2025
Q1 		$592K Hold
10,149
– – 0.08% 201
2024
Q4 		$632K Hold
10,149
– – 0.08% 191
2024
Q3 		$632K Hold
10,149
– – 0.08% 196
2024
Q2 		$594K Buy
10,149
+54
+0.5% +$3.17K 0.08% 191
2024
Q1 		$613K Hold
10,095
– – 0.08% 189
2023
Q4 		$560K Sell
10,095
-750
-7% -$38K 0.08% 187
2023
Q3 		$541K Hold
10,845
– – 0.08% 194
2023
Q2 		$567K Hold
10,845
– – 0.08% 194
2023
Q1 		$543K Hold
10,845
– – 0.08% 196
2022
Q4 		$525K Buy
10,845
+800
+8% +$38.6K 0.08% 197
2022
Q3 		$440K Buy
+10,045
New +$486K 0.07% 210

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Romano Brothers & Co's IJH Position: Q2 2026 in Review

Romano Brothers & Co increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.8% in Q2 2026, buying an estimated $5.43K and bringing the position to 9,327 shares worth $719K. The position accounts for 0.07% of the portfolio, ranked #202.

Romano Brothers & Co first reported a position in IJH in Q3 2022 and has held it in 16 quarters since. 931 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Romano Brothers & Co held 9,327 shares of iShares Core S&P Mid-Cap ETF worth $719K as of Q2 2026.
  • Romano Brothers & Co bought 74 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.43K.
  • iShares Core S&P Mid-Cap ETF made up 0.07% of Romano Brothers & Co's portfolio in Q2 2026, its #202 holding.
  • Romano Brothers & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 931 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.