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 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 $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grand Wealth Management's IJH Position: Q1 2026 in Review

Grand Wealth Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 180 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #76.

Grand Wealth Management first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $30K in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Grand Wealth Management held 180 shares of iShares Core S&P Mid-Cap ETF worth $12.2K as of Q1 2026.
Grand Wealth Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Grand Wealth Management's portfolio in Q1 2026, its #76 holding.
Grand Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Grand Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $30K in Q4 2021.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.