GWP
IJH icon

Gateway Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Gateway Wealth Partners’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 		$3M Buy
44,451
+28,284
+175% +$1.96M 0.12% 193
2025
Q4 		$1.07M Buy
16,167
+1,241
+8% +$81.3K 0.12% 176
2025
Q3 		$974K Buy
14,926
+6,081
+69% +$391K 0.13% 159
2025
Q2 		$549K Sell
8,845
-3,119
-26% -$183K 0.1% 188
2025
Q1 		$698K Buy
11,964
+2,213
+23% +$137K 0.16% 143
2024
Q4 		$608K Buy
9,751
+791
+9% +$50.7K 0.16% 144
2024
Q3 		$558K Sell
8,960
-13,381
-60% -$807K 0.15% 144
2024
Q2 		$1.31M Sell
22,341
-418
-2% -$24.6K 0.4% 66
2024
Q1 		$1.38M Buy
22,759
+434
+2% +$24.6K 0.5% 57
2023
Q4 		$1.24M Sell
22,325
-2,110
-9% -$107K 0.5% 54
2023
Q3 		$1.22M Buy
24,435
+5,825
+31% +$305K 0.22% 75
2023
Q2 		$973K Sell
18,610
-11,010
-37% -$547K 0.17% 85
2023
Q1 		$1.48M Buy
29,620
+950
+3% +$48.4K 0.23% 65
2022
Q4 		$1.39M Buy
+28,670
New +$1.39M 0.24% 56

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

Gateway Wealth Partners's IJH Position: Q1 2026 in Review

Gateway Wealth Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 175% in Q1 2026, buying an estimated $1.96M and bringing the position to 44,451 shares worth $3M. The position accounts for 0.12% of the portfolio, ranked #193.

Gateway Wealth Partners 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.

  • Gateway Wealth Partners held 44,451 shares of iShares Core S&P Mid-Cap ETF worth $3M as of Q1 2026.
  • Gateway Wealth Partners bought 28,284 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.96M.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Gateway Wealth Partners's portfolio in Q1 2026, its #193 holding.
  • Gateway Wealth Partners 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 Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.