GR Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

GR Financial 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
2026 Q2	$306K	Buy	+3,964	New	+$291K	0.04%	19
2024 Q2	–	Sell	-5,575	Closed	-$339K	–	18
2024 Q1	$339K	Sell	5,575 -2,980	-35%	-$169K	0.08%	13
2023 Q4	$474K	Sell	8,555 -759,900	-99%	-$38.5M	0.17%	6
2023 Q3	$38.3M	Buy	768,455 +13,350	+2%	+$700K	10.71%	2
2023 Q2	$39.5M	Buy	755,105 +419,580	+125%	+$20.9M	12.27%	3
2023 Q1	$16.8M	Sell	335,525 -715,920	-68%	-$36.5M	5.98%	4
2022 Q4	$50.9M	Buy	+1,051,445	New	+$50.8M	17.07%	2

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

GR Financial Group's IJH Position: Q2 2026 in Review

GR Financial Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026: 3,964 shares worth $306K. The stake represents 0.04% of the portfolio and ranks #19 among its holdings. This is a return to the name: GR Financial Group previously reported a position in IJH as recently as Q1 2024.

GR Financial Group first reported a position in IJH in Q4 2022 and has held it in 7 quarters since. The position peaked at $50.9M in Q4 2022. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

GR Financial Group held 3,964 shares of iShares Core S&P Mid-Cap ETF worth $306K as of Q2 2026.
iShares Core S&P Mid-Cap ETF was a new GR Financial Group position in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of GR Financial Group's portfolio in Q2 2026, its #19 holding.
GR Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 7 quarters since.
GR Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $50.9M in Q4 2022.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on GR Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.