GenTrust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

GenTrust’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
2021 Q1	–	Sell	-268,515	Closed	-$12.3M	–	162
2020 Q4	$12.3M	Buy	+268,515	New	+$11.3M	1.08%	24

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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.