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

GGM Wealth Advisors’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
2025 Q1	$1.41M	Sell	24,875 -2,475	-9%	-$154K	0.79%	40
2024 Q4	$1.7M	Buy	27,350 +352	+1%	+$22.6K	0.89%	34
2024 Q3	$1.68M	Buy	26,998 +197	+0.7%	+$11.9K	0.72%	35
2024 Q2	$1.57M	Buy	26,801 +551	+2%	+$32.4K	0.72%	36
2024 Q1	$1.57M	Sell	26,250 -2,005	-7%	-$114K	0.73%	35
2023 Q4	$1.56M	Sell	28,255 -22,295	-44%	-$1.13M	0.64%	37
2023 Q3	$2.53M	Buy	50,550 +140	+0.3%	+$7.34K	1.1%	23
2023 Q2	$2.68M	Buy	+50,410	New	+$2.51M	1.09%	23
2023 Q1	–	Sell	-39,010	Closed	-$1.93M	–	93
2022 Q4	$1.93M	Buy	39,010 +15,520	+66%	+$750K	1%	26
2022 Q3	$1.12M	Buy	23,490 +185	+0.8%	+$8.94K	0.6%	35
2022 Q2	$1.06M	Buy	23,305 +1,230	+6%	+$60.7K	0.59%	37
2022 Q1	$1.18M	Buy	22,075 +10,615	+93%	+$565K	0.59%	39
2021 Q4	$641K	Buy	11,460 +655	+6%	+$36.5K	0.51%	42
2021 Q3	$605K	Buy	10,805 +2,945	+37%	+$158K	0.48%	41
2021 Q2	$410K	Buy	7,860 +330	+4%	+$17.8K	0.35%	53
2021 Q1	$409K	Buy	7,530 +200	+3%	+$9.99K	0.33%	53
2020 Q4	$354K	Buy	+7,330	New	+$309K	0.35%	47

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GGM Wealth Advisors's IJH Position: Q1 2025 in Review

GGM Wealth Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 9% in Q1 2025, selling an estimated $154K and leaving 24,875 shares worth $1.41M. The position accounts for 0.79% of the portfolio, ranked #40.

GGM Wealth Advisors first reported a position in IJH in Q4 2020 and has held it in 17 quarters since. The position peaked at $2.68M in Q2 2023. 2,420 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

GGM Wealth Advisors held 24,875 shares of iShares Core S&P Mid-Cap ETF worth $1.41M as of Q1 2025.
GGM Wealth Advisors sold 2,475 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $154K.
iShares Core S&P Mid-Cap ETF made up 0.79% of GGM Wealth Advisors's portfolio in Q1 2025, its #40 holding.
GGM Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 17 quarters since.
GGM Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.68M in Q2 2023.
2,420 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.