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

GEM Asset Management’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 		$4.25M Buy
55,153
+128
+0.2% +$9.39K 1.68% 18
2026
Q1 		$3.72M Buy
55,025
+694
+1% +$48.1K 1.64% 18
2025
Q4 		$3.71M Buy
54,331
+12,937
+31% +$847K 1.65% 17
2025
Q3 		$2.7M Buy
41,394
+392
+1% +$25.2K 1.28% 21
2025
Q2 		$2.59M Buy
41,002
+116
+0.3% +$6.81K 1.33% 21
2025
Q1 		$2.4M Buy
40,886
+1,437
+4% +$89.2K 1.34% 21
2024
Q4 		$2.46M Buy
39,449
+152
+0.4% +$9.75K 1.37% 20
2024
Q3 		$2.43M Sell
39,297
-318
-0.8% -$19.2K 1.39% 19
2024
Q2 		$2.32M Sell
39,615
-55
-0.1% -$3.23K 1.44% 18
2024
Q1 		$2.24M Buy
39,670
+235
+0.6% +$13.3K 1.51% 16
2023
Q4 		$2.19M Sell
39,435
-35
-0.1% -$1.77K 1.52% 16
2023
Q3 		$1.97M Hold
39,470
– – 1.56% 16
2023
Q2 		$2.06M Buy
39,470
+105
+0.3% +$5.22K 1.59% 16
2023
Q1 		$1.97M Buy
39,365
+135
+0.3% +$6.88K 1.59% 15
2022
Q4 		$1.9M Buy
+39,230
New +$1.9M 1.63% 15

Other funds holding IJH

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

GEM Asset Management's IJH Position: Q2 2026 in Review

GEM Asset Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.23% in Q2 2026, buying an estimated $9.39K and bringing the position to 55,153 shares worth $4.25M. The position accounts for 1.68% of the portfolio, ranked #18.

GEM Asset Management first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 877 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • GEM Asset Management held 55,153 shares of iShares Core S&P Mid-Cap ETF worth $4.25M as of Q2 2026.
  • GEM Asset Management bought 128 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $9.39K.
  • iShares Core S&P Mid-Cap ETF made up 1.68% of GEM Asset Management's portfolio in Q2 2026, its #18 holding.
  • GEM Asset Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on GEM Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.