Morton Brown Family Wealth, LLC IJH — ISHARES S&P MIDCAP FUND

Ownership history in Morton Brown Family Wealth, LLC  ·  17 quarters on record

AI Ownership Summary

Morton Brown Family Wealth, LLC reported ISHARES S&P MIDCAP FUND (IJH) in 17 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.15% in 2024 Q2. The latest visible filing shows IJH at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IJH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Morton Brown Family Wealth, LLC's position in ISHARES S&P MIDCAP FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IJH was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IJH stock page Morton Brown Family Wealth, LLC fund profile Morton Brown Family Wealth, LLC full holdings
How Morton Brown Family Wealth, LLC held IJH — position size vs. price
% of Fund (quarterly)    IJH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 58.3% -5.8% ✅ 1,244 -1,742 -58.3% 0.02% $96K 2026-07-21 $75.49
2026 Q1 REDUCED 25.3% +13.6% ❌ 2,986 -1,011 -25.3% 0.05% $202K 2026-04-21 $72.52
2025 Q4 UNCHANGED — — — 3,997 — 0% 0.07% $264K 2026-01-28 $68.90
2025 Q3 REDUCED 15.0% +3.1% ❌ 3,997 -705 -15.0% 0.07% $261K 2025-10-21 $64.68
2025 Q2 UNCHANGED — — — 4,702 — 0% 0.09% $292K 2025-07-24 $62.78
2025 Q1 REDUCED 24.6% +6.6% ❌ 4,702 -1,532 -24.6% 0.09% $274K 2025-04-25 $55.51
2024 Q4 UNCHANGED — — — 6,234 — 0% 0.14% $388K 2025-01-31 $63.25
2024 Q3 UNCHANGED — — — 6,234 — 0% 0.14% $389K 2024-10-24 $60.86
2024 Q2 REDUCED 26.6% +6.9% ❌ 6,234 -2,256 -26.6% 0.15% $378K 2024-07-30 $59.79
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IJH

As of 2026 Q2 — sorted by position size

Charter Capital Management, LLC\DE 31.29% Holland Advisory Services, Inc. 3Y 22.39% New England Professional Planning Group Inc. 3Y 7Y 19.26% LTG Capital LLC 3Y 18.31% Wilshire Advisors LLC 3Y 7Y 17.06% MKD WEALTH COACHES, LLC 3Y 7Y 16.85% TRUEFG, LLC 3Y 15.2% Starboard Value LP 3Y 7Y 15.13% Investments & Financial Planning, LLC 3Y 14.92% Platt Investment Counsel, LLC 3Y 14.78%

FAQ About Morton Brown Family Wealth, LLC and IJH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Morton Brown Family Wealth, LLC reported owning IJH?

Morton Brown Family Wealth, LLC reported IJH across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IJH position in Morton Brown Family Wealth, LLC's portfolio?

The largest reported portfolio weight for IJH was 0.15% in 2024 Q2.

What is the latest reported IJH position on this page?

The most recent filing on this page is 2026 Q2, when Morton Brown Family Wealth, LLC reported 1,244 shares, equal to 0.02% of portfolio, with an estimated market value of $96K.

What does the chart on this IJH ownership page compare?

The chart compares Morton Brown Family Wealth, LLC's quarterly IJH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Morton Brown Family Wealth, LLC time their IJH position?

Based on 13F filing dates vs. subsequent IJH price moves, Morton Brown Family Wealth, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on IJH relative to SPY over the holding period was +63.9%.

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