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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$742K Buy
10,995
+6,423
+140% +$446K 0.1% 212
2025
Q4
$316K Hold
4,572
– – 0.08% 266
2025
Q3
$298K Sell
4,572
-2,799
-38% -$180K 0.07% 269
2025
Q2
$457K Buy
7,371
+2,583
+54% +$152K 0.09% 240
2025
Q1
$279K Sell
4,788
-387
-7% -$24K 0.07% 263
2024
Q4
$322K Buy
5,175
+429
+9% +$27.5K 0.09% 222
2024
Q3
$296K Buy
+4,746
New +$286K 0.1% 217

Other funds holding IJH

Gibbs Wealth Management's IJH Position: Q1 2026 in Review

Gibbs Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 140% in Q1 2026, buying an estimated $446K and bringing the position to 10,995 shares worth $742K. The position accounts for 0.1% of the portfolio, ranked #212.

Gibbs Wealth Management first reported a position in IJH in Q3 2024 and has held it in 7 quarters since. 2,668 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Gibbs Wealth Management held 10,995 shares of iShares Core S&P Mid-Cap ETF worth $742K as of Q1 2026.
  • Gibbs Wealth Management bought 6,423 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $446K.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Gibbs Wealth Management's portfolio in Q1 2026, its #212 holding.
  • Gibbs Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,668 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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