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

Glass Jacobson 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 Q1	$1.94M	Sell	28,736 -708	-2%	-$49.1K	0.67%	51
2025 Q4	$1.94M	Sell	29,444 -1,158	-4%	-$75.9K	0.7%	51
2025 Q3	$2M	Buy	30,602 +2,548	+9%	+$164K	0.72%	50
2025 Q2	$1.74M	Sell	28,054 -1,716	-6%	-$101K	0.67%	55
2025 Q1	$1.85M	Hold	29,770	–	–	0.61%	50
2024 Q4	$1.85M	Sell	29,770 -316	-1%	-$20.3K	0.61%	50
2024 Q3	$1.87M	Buy	30,086 +1,862	+7%	+$112K	0.62%	51
2024 Q2	$1.65M	Sell	28,224 -2,132	-7%	-$125K	0.6%	54
2024 Q1	$1.84M	Sell	30,356 -1,944	-6%	-$110K	0.69%	47
2023 Q4	$1.79M	Buy	32,300 +1,330	+4%	+$67.5K	0.73%	38
2023 Q3	$1.54M	Sell	30,970 -1,280	-4%	-$67.1K	0.71%	41
2023 Q2	$1.69M	Buy	+32,250	New	+$1.6M	0.77%	36
2022 Q4	$1.57M	Buy	+32,525	New	+$1.57M	0.78%	34

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Glass Jacobson Investment Advisors's IJH Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q1 2026, selling an estimated $49.1K and leaving 28,736 shares worth $1.94M. The position accounts for 0.67% of the portfolio, ranked #51.

Glass Jacobson Investment Advisors first reported a position in IJH in Q4 2022 and has held it in 13 quarters since. The position peaked at $2M in Q3 2025. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Glass Jacobson Investment Advisors held 28,736 shares of iShares Core S&P Mid-Cap ETF worth $1.94M as of Q1 2026.
Glass Jacobson Investment Advisors sold 708 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $49.1K.
iShares Core S&P Mid-Cap ETF made up 0.67% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #51 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2M in Q3 2025.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.