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

Gentry Private Wealth’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	$213K	Buy	+2,764	New	+$203K	0.11%	106

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

Gentry Private Wealth's IJH Position: Q2 2026 in Review

Gentry Private Wealth opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 2,764 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #106 among its holdings.

2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Gentry Private Wealth held 2,764 shares of iShares Core S&P Mid-Cap ETF worth $213K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new Gentry Private Wealth position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.11% of Gentry Private Wealth's portfolio in Q2 2026, its #106 holding.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.