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General Partner Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

General Partner Inc’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 		$3.72M Hold
48,296
– – 2% 10
2026
Q1 		$3.26M Hold
48,296
– – 1.99% 10
2025
Q4 		$3.19M Hold
48,296
– – 1.81% 12
2025
Q3 		$3.15M Hold
48,296
– – 1.74% 13
2025
Q2 		$3M Hold
48,296
– – 1.76% 14
2025
Q1 		$2.82M Hold
48,296
– – 1.84% 10
2024
Q4 		$3.01M Hold
48,296
– – 1.81% 12
2024
Q3 		$3.01M Hold
48,296
– – 1.87% 11
2024
Q2 		$2.83M Buy
48,296
+246
+0.5% +$14.5K 1.81% 12
2024
Q1 		$2.92M Buy
48,050
+4,750
+11% +$269K 1.83% 11
2023
Q4 		$2.4M Hold
43,300
– – 2.01% 12
2023
Q3 		$2.13M Hold
43,300
– – 1.9% 12
2023
Q2 		$2.26M Hold
43,300
– – 1.89% 13
2023
Q1 		$2.14M Hold
43,300
– – 1.88% 13
2022
Q4 		$2.09M Buy
+43,300
New +$2.09M 1.93% 13

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

General Partner Inc's IJH Position: Q2 2026 in Review

General Partner Inc held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 48,296 shares worth $3.72M. The position accounts for 2% of the portfolio, ranked #10.

General Partner Inc first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • General Partner Inc held 48,296 shares of iShares Core S&P Mid-Cap ETF worth $3.72M as of Q2 2026.
  • General Partner Inc left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Core S&P Mid-Cap ETF made up 2% of General Partner Inc's portfolio in Q2 2026, its #10 holding.
  • General Partner Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.