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Global Wealth Strategies & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Global Wealth Strategies & Associates’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 		$551K Sell
7,147
-270
-4% -$19.8K 0.1% 51
2026
Q1 		$501K Buy
7,417
+201
+3% +$13.9K 0.12% 41
2025
Q4 		$476K Sell
7,216
-905
-11% -$59.3K 0.12% 42
2025
Q3 		$530K Sell
8,121
-1,225
-13% -$78.7K 0.14% 41
2025
Q2 		$580K Sell
9,346
-2,153
-19% -$126K 0.17% 29
2025
Q1 		$671K Sell
11,499
-574
-5% -$35.6K 0.2% 27
2024
Q4 		$752K Buy
12,073
+2
+0% +$128 0.24% 28
2024
Q3 		$752K Buy
12,071
+1,741
+17% +$105K 0.25% 23
2024
Q2 		$605K Sell
10,330
-515
-5% -$30.3K 0.22% 24
2024
Q1 		$659K Sell
10,845
-1,135
-9% -$64.3K 0.25% 25
2023
Q4 		$664K Sell
11,980
-1,140
-9% -$57.8K 0.28% 22
2023
Q3 		$654K Sell
13,120
-1,025
-7% -$53.7K 0.31% 28
2023
Q2 		$740K Sell
14,145
-290
-2% -$14.4K 0.35% 26
2023
Q1 		$722K Sell
14,435
-245
-2% -$12.5K 0.37% 25
2022
Q4 		$710K Buy
+14,680
New +$709K 0.41% 28

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Global Wealth Strategies & Associates's IJH Position: Q2 2026 in Review

Global Wealth Strategies & Associates reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.6% in Q2 2026, selling an estimated $19.8K and leaving 7,147 shares worth $551K. The position accounts for 0.1% of the portfolio, ranked #51.

Global Wealth Strategies & Associates first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. The position peaked at $752K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Global Wealth Strategies & Associates held 7,147 shares of iShares Core S&P Mid-Cap ETF worth $551K as of Q2 2026.
  • Global Wealth Strategies & Associates sold 270 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $19.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.1% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #51 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Global Wealth Strategies & Associates's iShares Core S&P Mid-Cap ETF position peaked at $752K in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.