Gilbert Capital Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Gilbert Capital Group’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	$461K	Sell	5,975 -1,245	-17%	-$91.4K	0.32%	45
2026 Q1	$488K	Sell	7,220 -1,050	-13%	-$72.8K	0.38%	38
2025 Q4	$546K	Sell	8,270 -620	-7%	-$40.6K	0.41%	39
2025 Q3	$580K	Buy	8,890 +325	+4%	+$20.9K	0.45%	35
2025 Q2	$531K	Buy	+8,565	New	+$503K	0.44%	34

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

Gilbert Capital Group's IJH Position: Q2 2026 in Review

Gilbert Capital Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q2 2026, selling an estimated $91.4K and leaving 5,975 shares worth $461K. The position accounts for 0.32% of the portfolio, ranked #45.

Gilbert Capital Group first reported a position in IJH in Q2 2025 and has held it in 5 quarters since. The position peaked at $580K in Q3 2025. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Gilbert Capital Group held 5,975 shares of iShares Core S&P Mid-Cap ETF worth $461K as of Q2 2026.
Gilbert Capital Group sold 1,245 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $91.4K.
iShares Core S&P Mid-Cap ETF made up 0.32% of Gilbert Capital Group's portfolio in Q2 2026, its #45 holding.
Gilbert Capital Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Gilbert Capital Group's iShares Core S&P Mid-Cap ETF position peaked at $580K in Q3 2025.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gilbert Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.