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Galvin Gaustad & Stein’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Galvin Gaustad & Stein’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 		$17M Buy
251,179
+2,680
+1% +$186K 1.36% 22
2025
Q4 		$16.4M Buy
248,499
+6,815
+3% +$446K 1.28% 29
2025
Q3 		$15.8M Buy
241,684
+1,610
+0.7% +$103K 1.28% 31
2025
Q2 		$14.9M Buy
240,074
+12,198
+5% +$716K 1.28% 31
2025
Q1 		$13.3M Buy
227,876
+15,925
+8% +$989K 1.19% 41
2024
Q4 		$13.2M Buy
211,951
+9,678
+5% +$621K 1.18% 39
2024
Q3 		$12.6M Buy
202,273
+3,913
+2% +$236K 1.12% 40
2024
Q2 		$11.6M Buy
198,360
+163,402
+467% +$9.6M 1.08% 41
2024
Q1 		$2.12M Sell
34,958
-1,997
-5% -$113K 0.2% 68
2023
Q4 		$2.05M Sell
36,955
-745
-2% -$37.8K 0.19% 68
2023
Q3 		$1.88M Sell
37,700
-1,625
-4% -$85.2K 0.19% 71
2023
Q2 		$2.06M Sell
39,325
-615
-2% -$30.6K 0.2% 72
2023
Q1 		$2M Sell
39,940
-4,915
-11% -$250K 0.2% 73
2022
Q4 		$2.17M Sell
44,855
-294,245
-87% -$14.2M 0.22% 71
2022
Q3 		$14.9M Sell
339,100
-26,310
-7% -$1.27M 1.58% 25
2022
Q2 		$16.5M Sell
365,410
-8,370
-2% -$413K 1.68% 25
2022
Q1 		$20.1M Buy
373,780
+3,460
+0.9% +$184K 1.81% 18
2021
Q4 		$21M Sell
370,320
-4,015
-1% -$223K 1.81% 17
2021
Q3 		$19.7M Buy
374,335
+3,640
+1% +$196K 1.9% 16
2021
Q2 		$19.9M Sell
370,695
-11,280
-3% -$609K 1.9% 14
2021
Q1 		$19.9M Sell
381,975
-18,885
-5% -$943K 2% 11
2020
Q4 		$18.4M Buy
+400,860
New +$16.9M 1.94% 12

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Galvin Gaustad & Stein's IJH Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q1 2026, buying an estimated $186K and bringing the position to 251,179 shares worth $17M. The position accounts for 1.36% of the portfolio, ranked #22.

Galvin Gaustad & Stein first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $21M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Galvin Gaustad & Stein held 251,179 shares of iShares Core S&P Mid-Cap ETF worth $17M as of Q1 2026.
  • Galvin Gaustad & Stein bought 2,680 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $186K.
  • iShares Core S&P Mid-Cap ETF made up 1.36% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #22 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Galvin Gaustad & Stein's iShares Core S&P Mid-Cap ETF position peaked at $21M in Q4 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.