GenTrust’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
Q2 | $4.36M | Sell |
56,542
-4,192
| -7% | -$308K | 0.17% | 66 |
|
|
2026
Q1 | $4.1M | Buy |
60,734
+225
| +0.4% | +$15.6K | 0.18% | 65 |
|
|
2025
Q4 | $3.99M | Sell |
60,509
-2,589
| -4% | -$170K | 0.17% | 62 |
|
|
2025
Q3 | $4.12M | Sell |
63,098
-9,791
| -13% | -$629K | 0.19% | 62 |
|
|
2025
Q2 | $4.52M | Sell |
72,889
-11,382
| -14% | -$668K | 0.21% | 59 |
|
|
2025
Q1 | $4.92M | Sell |
84,271
-25,359
| -23% | -$1.57M | 0.24% | 54 |
|
|
2024
Q4 | $6.83M | Sell |
109,630
-2,787
| -2% | -$179K | 0.3% | 56 |
|
|
2024
Q3 | $7.01M | Sell |
112,417
-6,217
| -5% | -$375K | 0.34% | 47 |
|
|
2024
Q2 | $6.94M | Buy |
118,634
+16,856
| +17% | +$990K | 0.38% | 42 |
|
|
2024
Q1 | $6.18M | Sell |
101,778
-1,772
| -2% | -$100K | 0.38% | 38 |
|
|
2023
Q4 | $5.74M | Sell |
103,550
-725
| -0.7% | -$36.8K | 0.38% | 39 |
|
|
2023
Q3 | $5.22M | Sell |
104,275
-131,970
| -56% | -$6.92M | 0.37% | 41 |
|
|
2023
Q2 | $12.4M | Sell |
236,245
-5,400
| -2% | -$268K | 0.84% | 26 |
|
|
2023
Q1 | $12.1M | Sell |
241,645
-75,075
| -24% | -$3.82M | 0.87% | 25 |
|
|
2022
Q4 | $15.3M | Sell |
316,720
-5,100
| -2% | -$246K | 1.37% | 23 |
|
|
2022
Q3 | $14.1M | Sell |
321,820
-29,165
| -8% | -$1.41M | 1.22% | 22 |
|
|
2022
Q2 | $15.9M | Buy |
350,985
+113,265
| +48% | +$5.59M | 1.31% | 23 |
|
|
2022
Q1 | $12.8M | Sell |
237,720
-9,510
| -4% | -$506K | 0.98% | 31 |
|
|
2021
Q4 | $13.1M | Sell |
247,230
-6,885
| -3% | -$383K | 1.02% | 24 |
|
|
2021
Q3 | $13.4M | Buy |
254,115
+3,685
| +1% | +$198K | 1.11% | 20 |
|
|
2021
Q2 | $13.5M | Sell |
250,430
-4,825
| -2% | -$261K | 1.13% | 20 |
|
|
2021
Q1 | $12.8M | Buy |
+255,255
| New | +$12.7M | 1.2% | 17 |
|
|
2020
Q4 | – | Sell |
-320,890
| Closed | -$13.5M | – | 144 |
|
|
2020
Q3 | $11.9M | Sell |
320,890
-26,090
| -8% | -$975K | 1.09% | 27 |
|
|
2020
Q2 | $12.3M | Sell |
346,980
-404,190
| -54% | -$13.4M | 1.52% | 16 |
|
|
2020
Q1 | $21.6M | Buy |
751,170
+298,860
| +66% | +$11.1M | 3.1% | 10 |
|
|
2019
Q4 | $18.6M | Buy |
452,310
+11,040
| +3% | +$438K | 2.7% | 10 |
|
|
2019
Q3 | $17.1M | Buy |
441,270
+14,215
| +3% | +$546K | 2.68% | 9 |
|
|
2019
Q2 | $16.5M | Buy |
427,055
+27,880
| +7% | +$1.07M | 2.66% | 9 |
|
|
2019
Q1 | $15.1M | Buy |
399,175
+72,905
| +22% | +$2.69M | 2.47% | 9 |
|
|
2018
Q4 | $10.8M | Buy |
326,270
+298,465
| +1,073% | +$10.9M | 1.94% | 14 |
|
|
2018
Q3 | $1.12M | Buy |
+27,805
| New | +$1.12M | 0.18% | 38 |
|
|
2017
Q4 | – | Sell |
-7,645
| Closed | -$274K | – | 88 |
|
|
2017
Q3 | $274K | Buy |
7,645
+25
| +0.3% | +$871 | 0.05% | 70 |
|
|
2017
Q2 | $265K | Buy |
7,620
+25
| +0.3% | +$863 | 0.05% | 70 |
|
|
2017
Q1 | $260K | Sell |
7,595
-125
| -2% | -$4.25K | 0.06% | 61 |
|
|
2016
Q4 | $255K | Buy |
+7,720
| New | +$245K | 0.05% | 71 |
|
Other funds holding IJH
GenTrust's IJH Position: Q2 2026 in Review
GenTrust reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.9% in Q2 2026, selling an estimated $308K and leaving 56,542 shares worth $4.36M. The position accounts for 0.17% of the portfolio, ranked #66.
GenTrust first reported a position in IJH in Q4 2016 and has held it in 35 quarters since. The position peaked at $21.6M in Q1 2020. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- GenTrust held 56,542 shares of iShares Core S&P Mid-Cap ETF worth $4.36M as of Q2 2026.
- GenTrust sold 4,192 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $308K.
- iShares Core S&P Mid-Cap ETF made up 0.17% of GenTrust's portfolio in Q2 2026, its #66 holding.
- GenTrust first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- GenTrust's iShares Core S&P Mid-Cap ETF position peaked at $21.6M in Q1 2020.
- 2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on GenTrust's 13F filing for Q2 2026, filed 6 Aug 2026.