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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
Q2 		$1.65M Sell
21,361
-23,090
-52% -$1.69M 0.1% 217
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 $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

Gateway Wealth Partners's IJH Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 52% in Q2 2026, selling an estimated $1.69M and leaving 21,361 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #217.

Gateway Wealth Partners first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3M in Q1 2026. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Gateway Wealth Partners held 21,361 shares of iShares Core S&P Mid-Cap ETF worth $1.65M as of Q2 2026.
  • Gateway Wealth Partners sold 23,090 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.69M.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #217 holding.
  • Gateway Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Gateway Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $3M in Q1 2026.
  • 2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.