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

GHP Investment 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
2026
Q2 		$9.93M Sell
128,779
-1,098
-0.8% -$80.6K 0.36% 85
2026
Q1 		$8.77M Sell
129,877
-384
-0.3% -$26.6K 0.36% 94
2025
Q4 		$8.6M Sell
130,261
-262
-0.2% -$17.2K 0.35% 100
2025
Q3 		$8.52M Sell
130,523
-1,161
-0.9% -$74.6K 0.36% 94
2025
Q2 		$8.17M Sell
131,684
-274
-0.2% -$16.1K 0.36% 98
2025
Q1 		$7.7M Sell
131,958
-111
-0.1% -$6.89K 0.37% 98
2024
Q4 		$8.23M Sell
132,069
-80
-0.1% -$5.13K 0.38% 96
2024
Q3 		$8.24M Buy
132,149
+88
+0.1% +$5.31K 0.38% 96
2024
Q2 		$7.73M Sell
132,061
-936
-0.7% -$55K 0.39% 95
2024
Q1 		$8.08M Sell
132,997
-488
-0.4% -$27.6K 0.4% 88
2023
Q4 		$7.4M Sell
133,485
-820
-0.6% -$41.6K 0.4% 87
2023
Q3 		$6.54M Buy
134,305
+295
+0.2% +$15.5K 0.4% 94
2023
Q2 		$7.12M Sell
134,010
-1,755
-1% -$87.2K 0.42% 87
2023
Q1 		$6.79M Buy
135,765
+2,350
+2% +$120K 0.43% 78
2022
Q4 		$6.45M Buy
133,415
+4,990
+4% +$241K 0.44% 84
2022
Q3 		$5.63M Sell
128,425
-2,755
-2% -$133K 0.43% 83
2022
Q2 		$5.93M Buy
131,180
+1,500
+1% +$74K 0.44% 81
2022
Q1 		$6.96M Sell
129,680
-2,520
-2% -$134K 0.46% 70
2021
Q4 		$7.49M Sell
132,200
-210
-0.2% -$11.7K 0.53% 63
2021
Q3 		$6.97M Sell
132,410
-760
-0.6% -$40.9K 0.55% 58
2021
Q2 		$7.16M Buy
133,170
+895
+0.7% +$48.3K 0.58% 57
2021
Q1 		$6.89M Sell
132,275
-10,085
-7% -$504K 0.6% 53
2020
Q4 		$6.54M Sell
142,360
-1,740
-1% -$73.3K 0.62% 51
2020
Q3 		$5.34M Buy
144,100
+795
+0.6% +$29.7K 0.6% 54
2020
Q2 		$5.1M Buy
143,305
+980
+0.7% +$32.5K 0.63% 52
2020
Q1 		$4.09M Sell
142,325
-4,855
-3% -$181K 0.62% 54
2019
Q4 		$6.06M Sell
147,180
-2,535
-2% -$100K 0.65% 43
2019
Q3 		$5.79M Buy
149,715
+5,645
+4% +$217K 0.72% 39
2019
Q2 		$5.6M Sell
144,070
-365
-0.3% -$14K 0.68% 38
2019
Q1 		$5.47M Buy
144,435
+1,535
+1% +$56.7K 0.7% 38
2018
Q4 		$4.75M Buy
142,900
+425
+0.3% +$15.5K 0.71% 37
2018
Q3 		$5.74M Sell
142,475
-160
-0.1% -$6.43K 0.77% 28
2018
Q2 		$5.56M Sell
142,635
-835
-0.6% -$32.3K 0.78% 24
2018
Q1 		$5.38M Sell
143,470
-3,025
-2% -$116K 0.76% 24
2017
Q4 		$5.56M Sell
146,495
-5,875
-4% -$217K 0.79% 22
2017
Q3 		$5.45M Sell
152,370
-1,305
-0.8% -$45.5K 0.83% 21
2017
Q2 		$5.35M Sell
153,675
-7,530
-5% -$260K 0.85% 21
2017
Q1 		$5.52M Sell
161,205
-1,490
-0.9% -$50.7K 0.95% 20
2016
Q4 		$5.38M Sell
162,695
-2,455
-1% -$77.8K 1% 15
2016
Q3 		$5.11M Sell
165,150
-3,280
-2% -$101K 1.04% 15
2016
Q2 		$5.03M Sell
168,430
-785
-0.5% -$23K 1.09% 15
2016
Q1 		$4.88M Buy
169,215
+3,065
+2% +$81.9K 1.11% 14
2015
Q4 		$4.63M Sell
166,150
-1,575
-0.9% -$45K 1.12% 14
2015
Q3 		$4.58M Sell
167,725
-1,855
-1% -$53.9K 1.18% 14
2015
Q2 		$5M Sell
169,580
-7,865
-4% -$240K 1.23% 14
2015
Q1 		$5.39M Sell
177,445
-1,415
-0.8% -$41.9K 1.41% 12
2014
Q4 		$5.18M Sell
178,860
-9,645
-5% -$271K 1.43% 12
2014
Q3 		$5.16M Buy
188,505
+75
+0% +$2.11K 1.52% 10
2014
Q2 		$5.39M Buy
188,430
+2,395
+1% +$65.8K 1.59% 10
2014
Q1 		$5.12M Buy
186,035
+1,900
+1% +$51.1K 1.63% 11
2013
Q4 		$4.93M Buy
184,135
+715
+0.4% +$18.5K 1.62% 12
2013
Q3 		$4.55M Buy
183,420
+210
+0.1% +$5.13K 1.65% 11
2013
Q2 		$4.23M Buy
+183,210
New +$4.25M 1.69% 12

Other funds holding IJH

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

GHP Investment Advisors's IJH Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.85% in Q2 2026, selling an estimated $80.6K and leaving 128,779 shares worth $9.93M. The position accounts for 0.36% of the portfolio, ranked #85.

GHP Investment Advisors first reported a position in IJH in Q2 2013 and has held it in 53 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • GHP Investment Advisors held 128,779 shares of iShares Core S&P Mid-Cap ETF worth $9.93M as of Q2 2026.
  • GHP Investment Advisors sold 1,098 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $80.6K.
  • iShares Core S&P Mid-Cap ETF made up 0.36% of GHP Investment Advisors's portfolio in Q2 2026, its #85 holding.
  • GHP Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.