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

Gradient Investments’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	$4.09M	Buy	52,979 +905	+2%	+$66.4K	0.06%	210
2026 Q1	$3.52M	Buy	52,074 +18,523	+55%	+$1.28M	0.05%	214
2025 Q4	$2.21M	Buy	33,551 +1,332	+4%	+$87.3K	0.04%	191
2025 Q3	$2.1M	Buy	32,219 +5,054	+19%	+$325K	0.04%	190
2025 Q2	$1.68M	Buy	27,165 +5,159	+23%	+$303K	0.03%	201
2025 Q1	$1.28M	Buy	+22,006	New	+$1.37M	0.03%	186
2024 Q3	–	Sell	-3,022	Closed	-$177K	–	795
2024 Q2	$177K	Buy	3,022 +985	+48%	+$57.9K	﹤0.01%	338
2024 Q1	$124K	Sell	2,037 -3,198	-61%	-$181K	﹤0.01%	337
2023 Q4	$290K	Buy	5,235 +625	+14%	+$31.7K	0.01%	304
2023 Q3	$230K	Sell	4,610 -1,435	-24%	-$75.2K	0.01%	302
2023 Q2	$316K	Buy	6,045 +395	+7%	+$19.6K	0.01%	282
2023 Q1	$283K	Sell	5,650 -435	-7%	-$22.2K	0.01%	272
2022 Q4	$294K	Sell	6,085 -750	-11%	-$36.2K	0.01%	274
2022 Q3	$300K	Buy	6,835 +3,170	+86%	+$153K	0.01%	264
2022 Q2	$166K	Sell	3,665 -65	-2%	-$3.21K	﹤0.01%	312
2022 Q1	$200K	Buy	3,730 +670	+22%	+$35.7K	0.01%	290
2021 Q4	$173K	Buy	3,060 +380	+14%	+$21.2K	﹤0.01%	296
2021 Q3	$141K	Buy	2,680 +350	+15%	+$18.8K	﹤0.01%	321
2021 Q2	$125K	Hold	2,330	–	–	﹤0.01%	337
2021 Q1	$121K	Sell	2,330 -465	-17%	-$23.2K	﹤0.01%	336
2020 Q4	$104K	Hold	2,795	–	–	﹤0.01%	312
2020 Q3	$104K	Hold	2,795	–	–	﹤0.01%	312
2020 Q2	$99K	Sell	2,795 -135	-5%	-$4.48K	﹤0.01%	302
2020 Q1	$84K	Sell	2,930 -660	-18%	-$24.5K	﹤0.01%	295
2019 Q4	$148K	Buy	3,590 +945	+36%	+$37.5K	0.01%	275
2019 Q3	$102K	Sell	2,645 -1,640	-38%	-$63K	0.01%	300
2019 Q2	$166K	Buy	4,285 +1,595	+59%	+$61.1K	0.01%	267
2019 Q1	$102K	Sell	2,690 -340	-11%	-$12.6K	0.01%	282
2018 Q4	$101K	Buy	3,030 +160	+6%	+$5.84K	0.01%	267
2018 Q3	$116K	Buy	2,870 +260	+10%	+$10.5K	0.01%	269
2018 Q2	$102K	Sell	2,610 -1,370	-34%	-$52.9K	0.01%	268
2018 Q1	$149K	Sell	3,980 -2,640	-40%	-$101K	0.01%	249
2017 Q4	$251K	Buy	+6,620	New	+$245K	0.01%	234
2017 Q3	–	Sell	-4,690	Closed	-$163K	–	460
2017 Q2	$163K	Buy	4,690 +2,790	+147%	+$96.3K	0.01%	233
2017 Q1	$65K	Hold	1,900	–	–	0.01%	290
2016 Q4	$63K	Hold	1,900	–	–	0.01%	246
2016 Q3	$59K	Sell	1,900 -50	-3%	-$1.54K	0.01%	251
2016 Q2	$58K	Buy	1,950 +50	+3%	+$1.47K	0.01%	249
2016 Q1	$55K	Hold	1,900	–	–	0.01%	244
2015 Q4	$53K	Hold	1,900	–	–	0.01%	248
2015 Q3	$52K	Hold	1,900	–	–	0.01%	233
2015 Q2	$57K	Hold	1,900	–	–	0.01%	229
2015 Q1	$58K	Hold	1,900	–	–	0.01%	229
2014 Q4	$55K	Hold	1,900	–	–	0.01%	223
2014 Q3	$52K	Hold	1,900	–	–	0.01%	209
2014 Q2	$54K	Sell	1,900 -650	-25%	-$17.9K	0.01%	213
2014 Q1	$70K	Buy	2,550 +260	+11%	+$7K	0.02%	183
2013 Q4	$61K	Buy	2,290 +300	+15%	+$7.74K	0.02%	208
2013 Q3	$49K	Hold	1,990	–	–	0.02%	179
2013 Q2	$46K	Buy	+1,990	New	+$46.2K	0.02%	184

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Gradient Investments's IJH Position: Q2 2026 in Review

Gradient Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.7% in Q2 2026, buying an estimated $66.4K and bringing the position to 52,979 shares worth $4.09M. The position accounts for 0.06% of the portfolio, ranked #210.

Gradient Investments first reported a position in IJH in Q2 2013 and has held it in 50 quarters since. 861 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Gradient Investments held 52,979 shares of iShares Core S&P Mid-Cap ETF worth $4.09M as of Q2 2026.
Gradient Investments bought 905 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $66.4K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Gradient Investments's portfolio in Q2 2026, its #210 holding.
Gradient Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 50 quarters since.
861 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.