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

Golden State Wealth 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 Q2	$3.07M	Sell	39,821 -7,419	-16%	-$544K	0.28%	87
2026 Q1	$3.19M	Sell	47,240 -91	-0.2%	-$6.31K	0.35%	56
2025 Q4	$3.12M	Buy	47,331 +2,578	+6%	+$169K	0.33%	61
2025 Q3	$2.92M	Sell	44,753 -1,781	-4%	-$114K	0.32%	60
2025 Q2	$2.89M	Sell	46,534 -2,698	-5%	-$158K	0.35%	52
2025 Q1	$2.87M	Sell	49,232 -197	-0.4%	-$12.2K	0.43%	49
2024 Q4	$3.08M	Buy	+49,429	New	+$3.17M	0.46%	45
2022 Q1	$4.8M	Buy	89,430 +27,235	+44%	+$1.45M	0.94%	24
2021 Q4	$3.52M	Buy	62,195 +5,060	+9%	+$282K	0.61%	33
2021 Q3	$3.01M	Buy	57,135 +3,735	+7%	+$201K	0.65%	29
2021 Q2	$2.87M	Buy	53,400 +7,375	+16%	+$398K	0.63%	29
2021 Q1	$2.4M	Sell	46,025 -6,695	-13%	-$334K	0.79%	25
2020 Q4	$2.42M	Sell	52,720 -53,445	-50%	-$2.25M	0.7%	27
2020 Q3	$3.94M	Sell	106,165 -2,009,440	-95%	-$75.1M	1.32%	15
2020 Q2	$61.5M	Buy	2,115,605 +2,013,360	+1,969%	+$66.9M	15.78%	1
2020 Q1	$2.94M	Buy	+102,245	New	+$3.8M	1.3%	16
2019 Q4	–	Sell	-101,270	Closed	-$3.91M	–	473
2019 Q3	$3.91M	Buy	101,270 +4,050	+4%	+$156K	1.29%	19
2019 Q2	$3.78M	Sell	97,220 -3,405	-3%	-$131K	1.2%	19
2019 Q1	$3.81M	Buy	+100,625	New	+$3.72M	1.27%	14

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

Golden State Wealth Management's IJH Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 16% in Q2 2026, selling an estimated $544K and leaving 39,821 shares worth $3.07M. The position accounts for 0.28% of the portfolio, ranked #87.

Golden State Wealth Management first reported a position in IJH in Q1 2019 and has held it in 19 quarters since. The position peaked at $61.5M in Q2 2020. 2,736 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Golden State Wealth Management held 39,821 shares of iShares Core S&P Mid-Cap ETF worth $3.07M as of Q2 2026.
Golden State Wealth Management sold 7,419 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $544K.
iShares Core S&P Mid-Cap ETF made up 0.28% of Golden State Wealth Management's portfolio in Q2 2026, its #87 holding.
Golden State Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $61.5M in Q2 2020.
2,736 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.