Financial Gravity Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Financial Gravity Asset Management’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 Q1	$150K	Buy	2,226 +500	+29%	+$34.7K	0.03%	186
2025 Q4	$114K	Hold	1,726	–	–	0.02%	168
2025 Q3	$113K	Buy	+1,726	New	+$111K	0.02%	210
2025 Q1	$153K	Buy	+2,623	New	+$163K	0.03%	176
2024 Q2	$128K	Buy	2,195 +1,149	+110%	+$67.5K	0.03%	162
2024 Q1	$290K	Sell	1,046 -4,184	-80%	-$237K	0.08%	102
2023 Q4	$290K	Buy	+5,230	New	+$265K	0.08%	101
2020 Q4	$34K	Buy	+745	New	+$31.4K	0.03%	101
2019 Q4	$235K	Buy	22,325 +20,295	+1,000%	+$804K	0.16%	89
2019 Q3	$78K	Hold	2,030	–	–	0.07%	239
2019 Q2	$79K	Hold	2,030	–	–	0.06%	256
2019 Q1	$78K	Buy	+2,030	New	+$75K	0.06%	236
2018 Q3	$74K	Buy	2,030 +695	+52%	+$27.9K	0.08%	250
2018 Q2	$53K	Hold	1,335	–	–	0.05%	305
2018 Q1	$50K	Buy	+1,335	New	+$51.1K	0.05%	311

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 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Financial Gravity Asset Management's IJH Position: Q1 2026 in Review

Financial Gravity Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 29% in Q1 2026, buying an estimated $34.7K and bringing the position to 2,226 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #186.

Financial Gravity Asset Management first reported a position in IJH in Q1 2018 and has held it in 15 quarters since. The position peaked at $290K in Q1 2024. 2,658 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Financial Gravity Asset Management held 2,226 shares of iShares Core S&P Mid-Cap ETF worth $150K as of Q1 2026.
Financial Gravity Asset Management bought 500 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $34.7K.
iShares Core S&P Mid-Cap ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q1 2026, its #186 holding.
Financial Gravity Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 15 quarters since.
Financial Gravity Asset Management's iShares Core S&P Mid-Cap ETF position peaked at $290K in Q1 2024.
2,658 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.