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

Financial Gravity Companies’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
2025 Q2	$143K	Buy	+2,304	New	+$135K	0.03%	190
2024 Q4	$156K	Buy	2,509 +359	+17%	+$23K	0.04%	157
2024 Q3	$134K	Buy	+2,150	New	+$130K	0.04%	114
2018 Q4	$75K	Buy	+2,030	New	+$74.1K	0.07%	239
2018 Q1	$50K	Buy	+1,335	New	+$51.1K	0.05%	311

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Gravity Companies's IJH Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2025: 2,304 shares worth $143K. The stake represents 0.03% of the portfolio and ranks #190 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IJH as recently as Q4 2024.

Financial Gravity Companies first reported a position in IJH in Q1 2018 and has held it in 5 quarters since. The position peaked at $156K in Q4 2024. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

Financial Gravity Companies held 2,304 shares of iShares Core S&P Mid-Cap ETF worth $143K as of Q2 2025.
iShares Core S&P Mid-Cap ETF was a new Financial Gravity Companies position in Q2 2025.
iShares Core S&P Mid-Cap ETF made up 0.03% of Financial Gravity Companies's portfolio in Q2 2025, its #190 holding.
Financial Gravity Companies first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2018 and has held it in 5 quarters since.
Financial Gravity Companies's iShares Core S&P Mid-Cap ETF position peaked at $156K in Q4 2024.
2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.