Golden State Equity Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Golden State Equity Partners’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	$175K	Sell	2,274 -18,846	-89%	-$1.38M	0.47%	29
2026 Q1	$1.43M	Buy	21,120 +6,625	+46%	+$460K	0.11%	210
2025 Q4	$957K	Sell	14,495 -2,393	-14%	-$157K	0.15%	154
2025 Q3	$1.1M	Buy	16,888 +2,089	+14%	+$134K	0.19%	135
2025 Q2	$918K	Buy	14,799 +1,612	+12%	+$94.6K	0.17%	150
2025 Q1	$769K	Buy	13,187 +344	+3%	+$21.4K	0.15%	168
2024 Q4	$800K	Buy	12,843 +5,553	+76%	+$356K	0.15%	161
2024 Q3	$454K	Buy	7,290 +2,776	+61%	+$167K	0.24%	100
2024 Q2	$264K	Buy	+4,514	New	+$265K	0.06%	341
2021 Q3	–	Sell	-6,730	Closed	-$362K	–	257
2021 Q2	$362K	Buy	+6,730	New	+$363K	0.14%	152

Other funds holding IJH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Golden State Equity Partners's IJH Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 89% in Q2 2026, selling an estimated $1.38M and leaving 2,274 shares worth $175K. The position accounts for 0.47% of the portfolio, ranked #29.

Golden State Equity Partners first reported a position in IJH in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.43M in Q1 2026. 1,503 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Golden State Equity Partners held 2,274 shares of iShares Core S&P Mid-Cap ETF worth $175K as of Q2 2026.
Golden State Equity Partners sold 18,846 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $1.38M.
iShares Core S&P Mid-Cap ETF made up 0.47% of Golden State Equity Partners's portfolio in Q2 2026, its #29 holding.
Golden State Equity Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 10 quarters since.
Golden State Equity Partners's iShares Core S&P Mid-Cap ETF position peaked at $1.43M in Q1 2026.
1,503 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.