GWSG
IJH icon

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

GPS Wealth Strategies Group’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
2025
Q4 		$17.8K Sell
270
-5,759
-96% -$377K 0.02% 330
2025
Q3 		$393K Sell
6,029
-94
-2% -$6.04K 0.04% 221
2025
Q2 		$380K Buy
6,123
+272
+5% +$16K 0.04% 212
2025
Q1 		$341K Buy
5,851
+71
+1% +$4.41K 0.05% 223
2024
Q4 		$360K Buy
5,780
+589
+11% +$37.8K 0.05% 213
2024
Q3 		$324K Buy
5,191
+1,253
+32% +$75.6K 0.04% 227
2024
Q2 		$230K Buy
3,938
+858
+28% +$50.4K 0.03% 242
2024
Q1 		$187K Sell
3,080
-215
-7% -$12.2K 0.03% 264
2023
Q4 		$183K Sell
3,295
-400
-11% -$20.3K 0.03% 256
2023
Q3 		$184K Sell
3,695
-420
-10% -$22K 0.04% 257
2023
Q2 		$215K Sell
4,115
-445
-10% -$22.1K 0.04% 239
2023
Q1 		$228K Buy
+4,560
New +$232K 0.05% 219
2022
Q4 		– Sell
-5,230
Closed -$229K – 580
2022
Q3 		$229K Buy
5,230
+115
+2% +$5.56K 0.06% 187
2022
Q2 		$231K Buy
5,115
+400
+8% +$19.7K 0.06% 192
2022
Q1 		$253K Buy
4,715
+270
+6% +$14.4K 0.06% 180
2021
Q4 		$252K Buy
4,445
+875
+25% +$48.7K 0.06% 189
2021
Q3 		$188K Buy
3,570
+255
+8% +$13.7K 0.05% 213
2021
Q2 		$178K Buy
3,315
+45
+1% +$2.43K 0.05% 225
2021
Q1 		$170K Buy
+3,270
New +$163K 0.05% 216

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GPS Wealth Strategies Group's IJH Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 96% in Q4 2025, selling an estimated $377K and leaving 270 shares worth $17.8K. The position accounts for 0.02% of the portfolio, ranked #330.

GPS Wealth Strategies Group first reported a position in IJH in Q1 2021 and has held it in 19 quarters since. The position peaked at $393K in Q3 2025. 2,636 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • GPS Wealth Strategies Group held 270 shares of iShares Core S&P Mid-Cap ETF worth $17.8K as of Q4 2025.
  • GPS Wealth Strategies Group sold 5,759 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $377K.
  • iShares Core S&P Mid-Cap ETF made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #330 holding.
  • GPS Wealth Strategies Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's iShares Core S&P Mid-Cap ETF position peaked at $393K in Q3 2025.
  • 2,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.