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 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 -1,978,290	-95%	-$74M	1.32%	15
2020 Q2	$60.4M	Buy	2,084,455 +1,982,210	+1,939%	+$65.8M	19.37%	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 $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

Golden State Wealth Management's IJH Position: Q1 2026 in Review

Golden State Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.19% in Q1 2026, selling an estimated $6.31K and leaving 47,240 shares worth $3.19M. The position accounts for 0.35% of the portfolio, ranked #56.

Golden State Wealth Management first reported a position in IJH in Q1 2019 and has held it in 18 quarters since. The position peaked at $60.4M in Q2 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Golden State Wealth Management held 47,240 shares of iShares Core S&P Mid-Cap ETF worth $3.19M as of Q1 2026.
Golden State Wealth Management sold 91 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $6.31K.
iShares Core S&P Mid-Cap ETF made up 0.35% of Golden State Wealth Management's portfolio in Q1 2026, its #56 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 18 quarters since.
Golden State Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $60.4M in Q2 2020.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.