Global Retirement Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $42.9M | Buy |
649,474
+49,773
| +8% | +$3.26M | 0.76% | 20 |
|
|
2025
Q3 | $39.1M | Buy |
599,701
+61,460
| +11% | +$3.95M | 0.88% | 18 |
|
|
2025
Q2 | $33.4M | Buy |
+538,241
| New | +$31.6M | 0.83% | 18 |
|
|
2024
Q4 | $26.6M | Buy |
426,375
+41,944
| +11% | +$2.69M | 0.76% | 19 |
|
|
2024
Q3 | $24M | Sell |
384,431
-10,447
| -3% | -$630K | 0.72% | 19 |
|
|
2024
Q2 | $23.1M | Buy |
394,878
+35,291
| +10% | +$2.07M | 0.72% | 24 |
|
|
2024
Q1 | $21.8M | Sell |
359,587
-2,173
| -0.6% | -$123K | 0.81% | 20 |
|
|
2023
Q4 | $19.6M | Buy |
361,760
+81,610
| +29% | +$4.14M | 0.82% | 21 |
|
|
2023
Q3 | $13.6M | Buy |
280,150
+10,035
| +4% | +$526K | 0.69% | 25 |
|
|
2023
Q2 | $14.1M | Buy |
270,115
+11,570
| +4% | +$575K | 0.69% | 25 |
|
|
2023
Q1 | $12.6M | Buy |
258,545
+70,585
| +38% | +$3.6M | 0.67% | 26 |
|
|
2022
Q4 | $9.09M | Buy |
187,960
+22,205
| +13% | +$1.07M | 0.62% | 24 |
|
|
2022
Q3 | $8.04M | Buy |
165,755
+17,580
| +12% | +$850K | 0.61% | 26 |
|
|
2022
Q2 | $6.7M | Sell |
148,175
-1,900
| -1% | -$93.8K | 0.54% | 27 |
|
|
2022
Q1 | $7.13M | Buy |
+150,075
| New | +$7.99M | 0.56% | 28 |
|
|
2021
Q4 | – | Sell |
-142,970
| Closed | -$7.52M | – | 974 |
|
|
2021
Q3 | $7.52M | Buy |
142,970
+5,205
| +4% | +$280K | 0.74% | 27 |
|
|
2021
Q2 | $7.4M | Sell |
137,765
-3,195
| -2% | -$172K | 0.76% | 24 |
|
|
2021
Q1 | $7.34M | Sell |
140,960
-2,855
| -2% | -$143K | 0.86% | 24 |
|
|
2020
Q4 | $6.61M | Sell |
143,815
-8,110
| -5% | -$342K | 0.83% | 22 |
|
|
2020
Q3 | $5.63M | Sell |
151,925
-39,305
| -21% | -$1.47M | 0.82% | 24 |
|
|
2020
Q2 | $6.8M | Sell |
191,230
-29,840
| -13% | -$991K | 1.09% | 17 |
|
|
2020
Q1 | $6.36M | Sell |
221,070
-20,835
| -9% | -$775K | 1.2% | 14 |
|
|
2019
Q4 | $9.96M | Sell |
241,905
-11,595
| -5% | -$460K | 1.53% | 8 |
|
|
2019
Q3 | $9.8M | Sell |
253,500
-89,075
| -26% | -$3.42M | 1.61% | 7 |
|
|
2019
Q2 | $13.3M | Buy |
342,575
+68,950
| +25% | +$2.64M | 2.55% | 4 |
|
|
2019
Q1 | $10.4M | Sell |
273,625
-665
| -0.2% | -$24.6K | 2.51% | 3 |
|
|
2018
Q4 | $9.11M | Buy |
274,290
+60,695
| +28% | +$2.21M | 2.33% | 3 |
|
|
2018
Q3 | $8.6M | Buy |
213,595
+25,675
| +14% | +$1.03M | 1.94% | 6 |
|
|
2018
Q2 | $7.32M | Buy |
187,920
+21,370
| +13% | +$826K | 1.85% | 6 |
|
|
2018
Q1 | $6.25M | Buy |
166,550
+23,625
| +17% | +$904K | 1.72% | 6 |
|
|
2017
Q4 | $5.42M | Buy |
142,925
+37,110
| +35% | +$1.37M | 1.49% | 7 |
|
|
2017
Q3 | $3.79M | Buy |
105,815
+14,055
| +15% | +$490K | 1.57% | 6 |
|
|
2017
Q2 | $3.19M | Buy |
91,760
+20,130
| +28% | +$695K | 1.5% | 7 |
|
|
2017
Q1 | $2.45M | Buy |
71,630
+26,250
| +58% | +$893K | 1.37% | 8 |
|
|
2016
Q4 | $1.5M | Buy |
+45,380
| New | +$1.44M | 1.01% | 14 |
|
Other funds holding IJH
Global Retirement Partners's IJH Position: Q4 2025 in Review
Global Retirement Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.3% in Q4 2025, buying an estimated $3.26M and bringing the position to 649,474 shares worth $42.9M. The position accounts for 0.76% of the portfolio, ranked #20.
Global Retirement Partners first reported a position in IJH in Q4 2016 and has held it in 35 quarters since. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.
- Global Retirement Partners held 649,474 shares of iShares Core S&P Mid-Cap ETF worth $42.9M as of Q4 2025.
- Global Retirement Partners bought 49,773 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $3.26M.
- iShares Core S&P Mid-Cap ETF made up 0.76% of Global Retirement Partners's portfolio in Q4 2025, its #20 holding.
- Global Retirement Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- 2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.