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

Gleason 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 		$11.9K Sell
154
-3,274
-96% -$240K ﹤0.01% 212
2026
Q1 		$231K Buy
3,428
+8
+0.2% +$555 0.02% 65
2025
Q4 		$226K Buy
3,420
+3,267
+2,135% +$214K 0.02% 65
2025
Q3 		$9.96K Buy
153
+1
+0.7% +$64 ﹤0.01% 160
2025
Q2 		$9.43K Hold
152
– – ﹤0.01% 170
2025
Q1 		$8.85K Buy
152
+1
+0.7% +$62 ﹤0.01% 167
2024
Q4 		$9.42K Hold
151
– – ﹤0.01% 169
2024
Q3 		$9.38K Sell
151
-60
-28% -$3.62K ﹤0.01% 167
2024
Q2 		$12.3K Buy
+211
New +$12.4K ﹤0.01% 183
2020
Q1 		– Sell
-1,295
Closed -$53K – 183
2019
Q4 		$53K Buy
+1,295
New +$51.3K 0.03% 95

Other funds holding IJH

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Gleason Group's IJH Position: Q2 2026 in Review

Gleason Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 96% in Q2 2026, selling an estimated $240K and leaving 154 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Gleason Group first reported a position in IJH in Q4 2019 and has held it in 10 quarters since. The position peaked at $231K in Q1 2026. 827 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Gleason Group held 154 shares of iShares Core S&P Mid-Cap ETF worth $11.9K as of Q2 2026.
  • Gleason Group sold 3,274 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $240K.
  • iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Gleason Group's portfolio in Q2 2026, its #212 holding.
  • Gleason Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 10 quarters since.
  • Gleason Group's iShares Core S&P Mid-Cap ETF position peaked at $231K in Q1 2026.
  • 827 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

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