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

Gerber LLC’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	$1.22M	Hold	15,780	–	–	0.57%	27
2026 Q1	$1.07M	Sell	15,780 -270	-2%	-$18.7K	0.59%	23
2025 Q4	$1.06M	Hold	16,050	–	–	0.59%	24
2025 Q3	$1.05M	Hold	16,050	–	–	0.66%	22
2025 Q2	$995K	Hold	16,050	–	–	0.7%	24
2025 Q1	$937K	Sell	16,050 -2,005	-11%	-$125K	0.78%	23
2024 Q4	$1.13M	Sell	18,055 -200	-1%	-$12.8K	0.82%	20
2024 Q3	$1.14M	Hold	18,255	–	–	0.84%	18
2024 Q2	$1.07M	Hold	18,255	–	–	0.84%	20
2024 Q1	$1.11M	Buy	18,255 +14,515	+388%	+$822K	0.93%	18
2023 Q4	$207K	Buy	+3,740	New	+$190K	0.19%	85

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

Gerber LLC's IJH Position: Q2 2026 in Review

Gerber LLC held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 15,780 shares worth $1.22M. The position accounts for 0.57% of the portfolio, ranked #27.

Gerber LLC first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Gerber LLC held 15,780 shares of iShares Core S&P Mid-Cap ETF worth $1.22M as of Q2 2026.
Gerber LLC left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.57% of Gerber LLC's portfolio in Q2 2026, its #27 holding.
Gerber LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.