Grand Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Grand 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 Q2	–	Sell	-180	Closed	-$12.2K	–	64
2026 Q1	$12.2K	Hold	180	–	–	0.01%	76
2025 Q4	$11.9K	Hold	180	–	–	0.01%	74
2025 Q3	$11.8K	Hold	180	–	–	0.01%	65
2025 Q2	$11.2K	Hold	180	–	–	0.01%	65
2025 Q1	$10.5K	Hold	180	–	–	0.01%	58
2024 Q4	$11.2K	Hold	180	–	–	0.01%	55
2024 Q3	$11.2K	Hold	180	–	–	0.01%	58
2024 Q2	$10.5K	Hold	180	–	–	0.01%	53
2024 Q1	$10.9K	Hold	180	–	–	0.01%	67
2023 Q4	$9.98K	Hold	180	–	–	0.01%	69
2023 Q3	$8.98K	Hold	180	–	–	0.01%	63
2023 Q2	$9.42K	Sell	180 -200	-53%	-$9.94K	0.01%	62
2023 Q1	$19K	Sell	380 -130	-25%	-$6.62K	0.01%	50
2022 Q4	$24.7K	Hold	510	–	–	0.02%	49
2022 Q3	$22K	Hold	510	–	–	0.01%	52
2022 Q2	$23K	Hold	510	–	–	0.01%	52
2022 Q1	$27K	Sell	510 -15	-3%	-$799	0.01%	49
2021 Q4	$30K	Buy	+525	New	+$29.2K	0.01%	47

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

Grand Wealth Management's IJH Position: Q2 2026 in Review

Grand Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q2 2026, closing a stake of 180 shares — an estimated $12.2K sold.

Grand Wealth Management first reported a position in IJH in Q4 2021 and held it in 18 quarters. The position peaked at $30K in Q4 2021. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Grand Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 180 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $12.2K.
Grand Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and held it in 18 quarters.
Grand Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $30K in Q4 2021.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.