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

Gratus Wealth 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	$372K	Hold	4,821	–	–	0.05%	105
2026 Q1	$326K	Hold	4,821	–	–	0.05%	113
2025 Q4	$318K	Buy	4,821 +1	+0%	+$66	0.04%	111
2025 Q3	$315K	Sell	4,820 -1,349	-22%	-$86.7K	0.04%	112
2025 Q2	$383K	Buy	+6,169	New	+$362K	0.06%	103
2024 Q4	–	Sell	-3,961	Closed	-$245K	–	128
2024 Q3	$245K	Buy	3,961 +9	+0.2%	+$543	0.04%	128
2024 Q2	$238K	Sell	3,952 -79	-2%	-$4.64K	0.04%	125
2024 Q1	$227K	Sell	4,031 -2,174	-35%	-$123K	0.04%	125
2023 Q4	$344K	Buy	+6,205	New	+$315K	0.07%	105

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

Gratus Wealth Advisors's IJH Position: Q2 2026 in Review

Gratus Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,821 shares worth $372K. The position accounts for 0.05% of the portfolio, ranked #105.

Gratus Wealth Advisors first reported a position in IJH in Q4 2023 and has held it in 9 quarters since. The position peaked at $383K in Q2 2025. 877 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Gratus Wealth Advisors held 4,821 shares of iShares Core S&P Mid-Cap ETF worth $372K as of Q2 2026.
Gratus Wealth 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 0.05% of Gratus Wealth Advisors's portfolio in Q2 2026, its #105 holding.
Gratus Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
Gratus Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $383K in Q2 2025.
877 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.