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Garton & Associates Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Garton & Associates Financial 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 		– Sell
-600
Closed -$39.6K – 390
2025
Q4 		$39.6K Buy
+600
New +$39.3K 0.02% 430

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Garton & Associates Financial Advisors's IJH Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 600 shares — an estimated $39.6K sold.

Garton & Associates Financial Advisors first reported a position in IJH in Q4 2025 and held it in 1 quarter. The position peaked at $39.6K in Q4 2025. 2,655 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 600 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $39.6K.
  • Garton & Associates Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $39.6K in Q4 2025.
  • 2,655 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.