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

Gold Investment Management’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	$252K	Hold	3,725	–	–	0.08%	109
2025 Q4	$246K	Hold	3,725	–	–	0.08%	106
2025 Q3	$243K	Hold	3,725	–	–	0.08%	106
2025 Q2	$234K	Hold	3,725	–	–	0.09%	107
2025 Q1	$217K	Hold	3,725	–	–	0.09%	110
2024 Q4	$232K	Hold	3,725	–	–	0.1%	109
2024 Q3	$232K	Hold	3,725	–	–	0.1%	109
2024 Q2	$218K	Hold	3,725	–	–	0.09%	110
2024 Q1	$226K	Hold	3,725	–	–	0.09%	111
2023 Q4	$206K	Buy	+3,725	New	+$189K	0.09%	112

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gold Investment Management's IJH Position: Q1 2026 in Review

Gold Investment Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 3,725 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #109.

Gold Investment Management first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Gold Investment Management held 3,725 shares of iShares Core S&P Mid-Cap ETF worth $252K as of Q1 2026.
Gold Investment Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.08% of Gold Investment Management's portfolio in Q1 2026, its #109 holding.
Gold Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.