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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.49M Buy
22,048
+1,558
+8% +$108K 0.09% 79
2025
Q4
$1.35M Buy
20,490
+685
+3% +$44.9K 0.08% 84
2025
Q3
$1.29M Buy
19,805
+1,228
+7% +$78.9K 0.09% 88
2025
Q2
$1.15M Buy
18,577
+1,165
+7% +$68.4K 0.08% 90
2025
Q1
$1.02M Buy
17,412
+1,261
+8% +$78.3K 0.09% 88
2024
Q4
$1.01M Buy
16,151
+2,059
+15% +$132K 0.09% 91
2024
Q3
$878K Buy
14,092
+433
+3% +$26.1K 0.09% 74
2024
Q2
$799K Sell
13,659
-262
-2% -$15.4K 0.09% 67
2024
Q1
$846K Sell
13,921
-1,049
-7% -$59.4K 0.1% 66
2023
Q4
$830K Sell
14,970
-555
-4% -$28.1K 0.11% 63
2023
Q3
$774K Sell
15,525
-140
-0.9% -$7.34K 0.12% 59
2023
Q2
$819K Sell
15,665
-420
-3% -$20.9K 0.13% 62
2023
Q1
$805K Buy
16,085
+390
+2% +$19.9K 0.14% 56
2022
Q4
$759K Sell
15,695
-255
-2% -$12.3K 0.15% 65
2022
Q3
$699K Buy
15,950
+345
+2% +$16.7K 0.16% 58
2022
Q2
$706K Buy
15,605
+785
+5% +$38.8K 0.16% 62
2022
Q1
$775K Buy
14,820
+425
+3% +$22.6K 0.17% 62
2021
Q4
$815K Buy
+14,395
New +$801K 0.18% 60

Other funds holding IJH

GDS Wealth Management's IJH Position: Q1 2026 in Review

GDS Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.6% in Q1 2026, buying an estimated $108K and bringing the position to 22,048 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #79.

GDS Wealth Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • GDS Wealth Management held 22,048 shares of iShares Core S&P Mid-Cap ETF worth $1.49M as of Q1 2026.
  • GDS Wealth Management bought 1,558 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $108K.
  • iShares Core S&P Mid-Cap ETF made up 0.09% of GDS Wealth Management's portfolio in Q1 2026, its #79 holding.
  • GDS Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.