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

GeoWealth 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 Q1	$2.39M	Sell	35,403 -1,985	-5%	-$138K	0.09%	140
2025 Q4	$2.47M	Buy	37,388 +57	+0.2%	+$3.73K	0.09%	138
2025 Q3	$2.44M	Buy	37,331 +30,834	+475%	+$1.98M	0.09%	145
2025 Q2	$403K	Sell	6,497 -5,165	-44%	-$303K	0.02%	457
2025 Q1	$680K	Sell	11,662 -58	-0.5%	-$3.6K	0.03%	367
2024 Q4	$730K	Buy	11,720 +11,662	+20,107%	+$748K	0.02%	381
2024 Q3	$3.62K	Buy	+58	New	+$3.5K	﹤0.01%	1491
2019 Q4	–	Sell	-36,370	Closed	-$1.41M	–	142
2019 Q3	$1.41M	Buy	+36,370	New	+$1.4M	0.32%	50

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GeoWealth Management's IJH Position: Q1 2026 in Review

GeoWealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.3% in Q1 2026, selling an estimated $138K and leaving 35,403 shares worth $2.39M. The position accounts for 0.09% of the portfolio, ranked #140.

GeoWealth Management first reported a position in IJH in Q3 2019 and has held it in 8 quarters since. The position peaked at $2.47M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

GeoWealth Management held 35,403 shares of iShares Core S&P Mid-Cap ETF worth $2.39M as of Q1 2026.
GeoWealth Management sold 1,985 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $138K.
iShares Core S&P Mid-Cap ETF made up 0.09% of GeoWealth Management's portfolio in Q1 2026, its #140 holding.
GeoWealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2019 and has held it in 8 quarters since.
GeoWealth Management's iShares Core S&P Mid-Cap ETF position peaked at $2.47M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.