Garrison Point Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Garrison Point Advisors’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	$1.16M	Buy	17,225 +10	+0.1%	+$694	0.53%	54
2025 Q4	$1.14M	Sell	17,215 -250	-1%	-$16.4K	0.5%	55
2025 Q3	$1.14M	Buy	17,465 +105	+0.6%	+$6.75K	0.48%	56
2025 Q2	$1.08M	Buy	17,360 +235	+1%	+$13.8K	0.49%	55
2025 Q1	$999K	Buy	17,125 +2,525	+17%	+$157K	0.48%	59
2024 Q4	$910K	Buy	14,600 +1,125	+8%	+$72.2K	0.43%	62
2024 Q3	$840K	Hold	13,475	–	–	0.52%	58
2024 Q2	$789K	Sell	13,475 -5,715	-30%	-$336K	0.52%	58
2024 Q1	$1.17M	Buy	19,190 +450	+2%	+$25.5K	0.75%	40
2023 Q4	$1.04M	Buy	18,740 +2,515	+16%	+$128K	0.73%	40
2023 Q3	$809K	Buy	16,225 +175	+1%	+$9.17K	0.63%	50
2023 Q2	$839K	Sell	16,050 -310	-2%	-$15.4K	0.6%	58
2023 Q1	$819K	Buy	16,360 +1,050	+7%	+$53.5K	0.61%	57
2022 Q4	$741K	Buy	15,310 +1,085	+8%	+$52.4K	0.61%	60
2022 Q3	$624K	Sell	14,225 -25	-0.2%	-$1.21K	0.56%	63
2022 Q2	$645K	Hold	14,250	–	–	0.54%	62
2022 Q1	$765K	Buy	14,250 +175	+1%	+$9.32K	0.54%	62
2021 Q4	$797K	Hold	14,075	–	–	0.53%	60
2021 Q3	$741K	Sell	14,075 -125	-0.9%	-$6.72K	0.54%	60
2021 Q2	$763K	Sell	14,200 -850	-6%	-$45.9K	0.55%	62
2021 Q1	$783K	Sell	15,050 -500	-3%	-$25K	0.61%	59
2020 Q4	$715K	Buy	15,550 +125	+0.8%	+$5.27K	0.58%	61
2020 Q3	$572K	Hold	15,425	–	–	0.52%	64
2020 Q2	$549K	Buy	15,425 +4,725	+44%	+$157K	0.54%	62
2020 Q1	$308K	Sell	10,700 -1,400	-12%	-$52.1K	0.38%	86
2019 Q4	$498K	Buy	12,100 +585	+5%	+$23.2K	0.46%	78
2019 Q3	$445K	Buy	11,515 +900	+8%	+$34.6K	0.44%	82
2019 Q2	$412K	Sell	10,615 -125	-1%	-$4.79K	0.41%	84
2019 Q1	$407K	Buy	10,740 +850	+9%	+$31.4K	0.42%	83
2018 Q4	$328K	Buy	+9,890	New	+$361K	0.4%	89

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

Garrison Point Advisors's IJH Position: Q1 2026 in Review

Garrison Point Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q1 2026, buying an estimated $694 and bringing the position to 17,225 shares worth $1.16M. The position accounts for 0.53% of the portfolio, ranked #54.

Garrison Point Advisors first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.17M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Garrison Point Advisors held 17,225 shares of iShares Core S&P Mid-Cap ETF worth $1.16M as of Q1 2026.
Garrison Point Advisors bought 10 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $694.
iShares Core S&P Mid-Cap ETF made up 0.53% of Garrison Point Advisors's portfolio in Q1 2026, its #54 holding.
Garrison Point Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Garrison Point Advisors's iShares Core S&P Mid-Cap ETF position peaked at $1.17M in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.