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Graney & King’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Graney & King’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 		$24.6K Sell
364
-458
-56% -$31.8K 0.01% 188
2025
Q4 		$54.3K Sell
822
-201
-20% -$13.2K 0.03% 129
2025
Q3 		$66.8K Buy
1,023
+3
+0.3% +$193 0.05% 110
2025
Q2 		$63.3K Buy
1,020
+12
+1% +$704 0.04% 105
2025
Q1 		$58.8K Buy
1,008
+441
+78% +$27.4K 0.04% 107
2024
Q4 		$35.3K Buy
+567
New +$36.4K 0.03% 142

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Graney & King's IJH Position: Q1 2026 in Review

Graney & King reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 56% in Q1 2026, selling an estimated $31.8K and leaving 364 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #188.

Graney & King first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. The position peaked at $66.8K in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Graney & King held 364 shares of iShares Core S&P Mid-Cap ETF worth $24.6K as of Q1 2026.
  • Graney & King sold 458 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $31.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.01% of Graney & King's portfolio in Q1 2026, its #188 holding.
  • Graney & King first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Graney & King's iShares Core S&P Mid-Cap ETF position peaked at $66.8K in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.