Global Wealth Management Investment Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Global Wealth Management Investment Advisory’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	$14.1M	Buy	182,244 +12,622	+7%	+$926K	2%	14
2026 Q1	$11.5M	Buy	169,622 +11,594	+7%	+$804K	1.79%	16
2025 Q4	$10.4M	Buy	158,028 +8,172	+5%	+$535K	1.67%	17
2025 Q3	$9.78M	Buy	149,856 +3,137	+2%	+$202K	1.64%	17
2025 Q2	$9.1M	Sell	146,719 -27,186	-16%	-$1.6M	1.71%	16
2025 Q1	$10.1M	Buy	173,905 +7,639	+5%	+$474K	2.03%	15
2024 Q4	$10.4M	Buy	166,266 +6,112	+4%	+$392K	2.14%	12
2024 Q3	$9.98M	Buy	160,154 +3,998	+3%	+$241K	2.15%	12
2024 Q2	$9.14M	Sell	156,156 -15,058	-9%	-$885K	2.13%	12
2024 Q1	$10.4M	Buy	171,214 +3,054	+2%	+$173K	2.55%	9
2023 Q4	$9.32M	Buy	168,160 +3,095	+2%	+$157K	2.39%	9
2023 Q3	$8.23M	Buy	165,065 +2,290	+1%	+$120K	2.31%	9
2023 Q2	$8.51M	Sell	162,775 -3,395	-2%	-$169K	2.34%	8
2023 Q1	$8.31M	Buy	166,170 +10,765	+7%	+$548K	2.5%	8
2022 Q4	$7.52M	Buy	155,405 +1,615	+1%	+$78K	2.45%	8
2022 Q3	$6.74M	Buy	153,790 +6,475	+4%	+$313K	2.4%	8
2022 Q2	$6.67M	Buy	147,315 +25,575	+21%	+$1.26M	2.25%	10
2022 Q1	$6.53M	Buy	121,740 +28,390	+30%	+$1.51M	1.95%	12
2021 Q4	$5.29M	Buy	93,350 +6,425	+7%	+$358K	1.59%	17
2021 Q3	$4.57M	Buy	86,925 +9,200	+12%	+$495K	1.45%	19
2021 Q2	$4.18M	Buy	77,725 +2,930	+4%	+$158K	1.39%	21
2021 Q1	$3.89M	Sell	74,795 -6,905	-8%	-$345K	1.4%	21
2020 Q4	$3.75M	Buy	81,700 +10	+0%	+$421	1.46%	20
2020 Q3	$3.03M	Buy	81,690 +1,945	+2%	+$72.7K	1.31%	23
2020 Q2	$2.84M	Buy	79,745 +2,835	+4%	+$94.1K	1.21%	26
2020 Q1	$2.21M	Buy	76,910 +18,970	+33%	+$705K	1.12%	27
2019 Q4	$2.38M	Buy	57,940 +3,215	+6%	+$127K	1.01%	32
2019 Q3	$2.12M	Buy	54,725 +6,295	+13%	+$242K	0.97%	34
2019 Q2	$1.88M	Buy	48,430 +11,085	+30%	+$425K	0.91%	36
2019 Q1	$1.42M	Sell	37,345 -18,915	-34%	-$699K	0.73%	53
2018 Q4	$1.87M	Buy	+56,260	New	+$2.05M	1.09%	30

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

Global Wealth Management Investment Advisory's IJH Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.4% in Q2 2026, buying an estimated $926K and bringing the position to 182,244 shares worth $14.1M. The position accounts for 2% of the portfolio, ranked #14.

Global Wealth Management Investment Advisory first reported a position in IJH in Q4 2018 and has held it in 31 quarters since. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Global Wealth Management Investment Advisory held 182,244 shares of iShares Core S&P Mid-Cap ETF worth $14.1M as of Q2 2026.
Global Wealth Management Investment Advisory bought 12,622 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $926K.
iShares Core S&P Mid-Cap ETF made up 2% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #14 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.