Gradient Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Gradient Capital Advisors’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	$421K	Hold	5,460	–	–	0.1%	124
2026 Q1	$369K	Sell	5,460 -145	-3%	-$10.1K	0.1%	121
2025 Q4	$370K	Hold	5,605	–	–	0.1%	124
2025 Q3	$366K	Hold	5,605	–	–	0.1%	118
2025 Q2	$348K	Hold	5,605	–	–	0.1%	122
2025 Q1	$327K	Hold	5,605	–	–	0.11%	118
2024 Q4	$349K	Sell	5,605 -108	-2%	-$6.93K	0.11%	113
2024 Q3	$356K	Hold	5,713	–	–	0.12%	110
2024 Q2	$334K	Hold	5,713	–	–	0.12%	112
2024 Q1	$347K	Sell	5,713 -2	-0%	-$113	0.13%	115
2023 Q4	$317K	Hold	5,715	–	–	0.12%	117
2023 Q3	$285K	Hold	5,715	–	–	0.12%	117
2023 Q2	$299K	Hold	5,715	–	–	0.12%	114
2023 Q1	$286K	Hold	5,715	–	–	0.12%	113
2022 Q4	$276K	Hold	5,715	–	–	0.13%	115
2022 Q3	$251K	Sell	5,715 -420	-7%	-$20.3K	0.12%	113
2022 Q2	$278K	Hold	6,135	–	–	0.13%	100
2022 Q1	$329K	Hold	6,135	–	–	0.14%	96
2021 Q4	$347K	Hold	6,135	–	–	0.14%	94
2021 Q3	$323K	Sell	6,135 -380	-6%	-$20.4K	0.15%	91
2021 Q2	$350K	Hold	6,515	–	–	0.16%	92
2021 Q1	$339K	Hold	6,515	–	–	0.18%	88
2020 Q4	$299K	Sell	6,515 -30	-0.5%	-$1.26K	0.17%	86
2020 Q3	$243K	Hold	6,545	–	–	0.15%	91
2020 Q2	$233K	Buy	+6,545	New	+$217K	0.16%	91
2020 Q1	–	Sell	-6,680	Closed	-$275K	–	94
2019 Q4	$275K	Sell	6,680 -505	-7%	-$20K	0.19%	78
2019 Q3	$278K	Hold	7,185	–	–	0.21%	77
2019 Q2	$279K	Buy	7,185 +5	+0.1%	+$192	0.21%	78
2019 Q1	$272K	Hold	7,180	–	–	0.22%	75
2018 Q4	$238K	Buy	7,180 +675	+10%	+$24.6K	0.21%	78
2018 Q3	$262K	Sell	6,505 -470	-7%	-$18.9K	0.22%	76
2018 Q2	$272K	Hold	6,975	–	–	0.25%	70
2018 Q1	$262K	Hold	6,975	–	–	0.26%	65
2017 Q4	$265K	Buy	+6,975	New	+$258K	0.27%	65

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

Gradient Capital Advisors's IJH Position: Q2 2026 in Review

Gradient Capital Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 5,460 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #124.

Gradient Capital Advisors first reported a position in IJH in Q4 2017 and has held it in 34 quarters since. 2,725 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Gradient Capital Advisors held 5,460 shares of iShares Core S&P Mid-Cap ETF worth $421K as of Q2 2026.
Gradient Capital Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #124 holding.
Gradient Capital Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.