Garden State Investment Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Garden State Investment Advisory Services’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	$6.51M	Buy	96,346 +2,609	+3%	+$181K	1.43%	15
2025 Q4	$6.19M	Buy	93,737 +31,428	+50%	+$2.06M	1.36%	17
2025 Q3	$4.07M	Buy	62,309 +886	+1%	+$56.9K	0.9%	24
2025 Q2	$3.81M	Buy	61,423 +14,762	+32%	+$867K	0.96%	26
2025 Q1	$2.72M	Buy	46,661 +21,280	+84%	+$1.32M	0.87%	30
2024 Q4	$1.58M	Buy	25,381 +106	+0.4%	+$6.8K	0.47%	51
2024 Q3	$1.58M	Buy	25,275 +82	+0.3%	+$4.95K	0.51%	46
2024 Q2	$1.47M	Sell	25,193 -878	-3%	-$51.6K	0.51%	45
2024 Q1	$1.58M	Buy	26,071 +2,381	+10%	+$135K	0.58%	38
2023 Q4	$1.31M	Buy	23,690 +180	+0.8%	+$9.13K	0.52%	43
2023 Q3	$1.18M	Sell	23,510 -225	-0.9%	-$11.8K	0.54%	39
2023 Q2	$1.24M	Buy	23,735 +230	+1%	+$11.4K	0.49%	40
2023 Q1	$1.18M	Buy	23,505 +1,000	+4%	+$50.9K	0.51%	38
2022 Q4	$1.09M	Buy	+22,505	New	+$1.09M	0.65%	31

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Garden State Investment Advisory Services's IJH Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.8% in Q1 2026, buying an estimated $181K and bringing the position to 96,346 shares worth $6.51M. The position accounts for 1.43% of the portfolio, ranked #15.

Garden State Investment Advisory Services first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Garden State Investment Advisory Services held 96,346 shares of iShares Core S&P Mid-Cap ETF worth $6.51M as of Q1 2026.
Garden State Investment Advisory Services bought 2,609 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $181K.
iShares Core S&P Mid-Cap ETF made up 1.43% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #15 holding.
Garden State Investment Advisory Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.