GWS
IJH icon

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

Glassman Wealth Services’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 		$1.54M Hold
22,807
– – 0.21% 19
2025
Q4 		$1.51M Sell
22,807
-7,564
-25% -$495K 0.2% 20
2025
Q3 		$1.98M Buy
30,371
+1
+0% +$64 0.28% 19
2025
Q2 		$1.88M Sell
30,370
-439
-1% -$25.8K 0.29% 18
2025
Q1 		$1.8M Sell
30,809
-699
-2% -$43.4K 0.3% 17
2024
Q4 		$1.96M Sell
31,508
-1,336
-4% -$85.7K 0.33% 15
2024
Q3 		$2.05M Sell
32,844
-11,457
-26% -$691K 0.35% 15
2024
Q2 		$2.59M Buy
44,301
+31
+0.1% +$1.82K 0.48% 14
2024
Q1 		$2.69M Buy
44,270
+1,855
+4% +$105K 0.54% 13
2023
Q4 		$2.35M Sell
42,415
-645
-1% -$32.7K 0.33% 26
2023
Q3 		$2.15M Buy
43,060
+30
+0.1% +$1.57K 0.35% 26
2023
Q2 		$2.25M Hold
43,030
– – 0.36% 25
2023
Q1 		$2.15M Sell
43,030
-30
-0.1% -$1.53K 0.37% 22
2022
Q4 		$2.08M Sell
43,060
-400
-0.9% -$19.3K 0.38% 25
2022
Q3 		$1.91M Sell
43,460
-520
-1% -$25.1K 0.4% 24
2022
Q2 		$1.99M Sell
43,980
-1,250
-3% -$61.7K 0.41% 24
2022
Q1 		$2.43M Buy
45,230
+40
+0.1% +$2.13K 0.44% 21
2021
Q4 		$2.56M Buy
45,190
+13,160
+41% +$733K 0.47% 23
2021
Q3 		$1.69M Sell
32,030
-90
-0.3% -$4.84K 0.35% 27
2021
Q2 		$1.73M Buy
32,120
+15,925
+98% +$860K 0.36% 26
2021
Q1 		$843K Buy
16,195
+10
+0.1% +$499 0.18% 53
2020
Q4 		$744K Buy
16,185
+10
+0.1% +$421 0.17% 56
2020
Q3 		$600K Buy
16,175
+2,005
+14% +$75K 0.17% 60
2020
Q2 		$504K Sell
14,170
-575
-4% -$19.1K 0.16% 63
2020
Q1 		$424K Hold
14,745
– – 0.16% 64
2019
Q4 		$607K Hold
14,745
– – 0.23% 55
2019
Q3 		$570K Sell
14,745
-675
-4% -$25.9K 0.23% 53
2019
Q2 		$599K Hold
15,420
– – 0.24% 49
2019
Q1 		$584K Hold
15,420
– – 0.25% 45
2018
Q4 		$512K Hold
15,420
– – 0.28% 46
2018
Q3 		$621K Sell
15,420
-1,625
-10% -$65.3K 0.29% 43
2018
Q2 		$664K Hold
17,045
– – 0.33% 37
2018
Q1 		$639K Sell
17,045
-1,555
-8% -$59.5K 0.39% 30
2017
Q4 		$706K Buy
18,600
+880
+5% +$32.5K 0.43% 25
2017
Q3 		$634K Sell
17,720
-1,325
-7% -$46.1K 0.41% 30
2017
Q2 		$663K Buy
19,045
+7,775
+69% +$268K 0.44% 27
2017
Q1 		$386K Hold
11,270
– – 0.27% 39
2016
Q4 		$373K Hold
11,270
– – 0.26% 38
2016
Q3 		$349K Hold
11,270
– – 0.29% 38
2016
Q2 		$337K Hold
11,270
– – 0.29% 33
2016
Q1 		$325K Hold
11,270
– – 0.3% 30
2015
Q4 		$314K Hold
11,270
– – 0.28% 36
2015
Q3 		$308K Hold
11,270
– – 0.28% 36
2015
Q2 		$338K Hold
11,270
– – 0.27% 34
2015
Q1 		$343K Hold
11,270
– – 0.28% 32
2014
Q4 		$326K Buy
+11,270
New +$317K 0.24% 40

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Glassman Wealth Services's IJH Position: Q1 2026 in Review

Glassman Wealth Services held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 22,807 shares worth $1.54M. The position accounts for 0.21% of the portfolio, ranked #19.

Glassman Wealth Services first reported a position in IJH in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.69M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Glassman Wealth Services held 22,807 shares of iShares Core S&P Mid-Cap ETF worth $1.54M as of Q1 2026.
  • Glassman Wealth Services left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.21% of Glassman Wealth Services's portfolio in Q1 2026, its #19 holding.
  • Glassman Wealth Services first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • Glassman Wealth Services's iShares Core S&P Mid-Cap ETF position peaked at $2.69M in Q1 2024.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Glassman Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.