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

Gray 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
2024 Q4	$363K	Buy	5,824 +3	+0.1%	+$192	0.14%	91
2024 Q3	$363K	Buy	5,821 +2	+0%	+$121	0.14%	88
2024 Q2	$341K	Sell	5,819 -208	-3%	-$12.2K	0.15%	86
2024 Q1	$366K	Buy	6,027 +2	+0%	+$113	0.16%	82
2023 Q4	$334K	Buy	6,025 +5	+0.1%	+$254	0.16%	84
2023 Q3	$300K	Hold	6,020	–	–	0.15%	86
2023 Q2	$315K	Hold	6,020	–	–	0.16%	87
2023 Q1	$301K	Buy	6,020 +170	+3%	+$8.66K	0.16%	91
2022 Q4	$283K	Sell	5,850 -635	-10%	-$30.7K	0.16%	90
2022 Q3	$284K	Buy	6,485 +390	+6%	+$18.9K	0.18%	79
2022 Q2	$276K	Sell	6,095 -310	-5%	-$15.3K	0.17%	84
2022 Q1	$344K	Sell	6,405 -930	-13%	-$49.5K	0.18%	76
2021 Q4	$415K	Buy	7,335 +165	+2%	+$9.19K	0.21%	72
2021 Q3	$377K	Sell	7,170 -1,020	-12%	-$54.9K	0.21%	73
2021 Q2	$440K	Buy	8,190 +10	+0.1%	+$540	0.25%	67
2021 Q1	$426K	Sell	8,180 -155	-2%	-$7.74K	0.27%	66
2020 Q4	$382K	Sell	8,335 -15	-0.2%	-$632	0.26%	65
2020 Q3	$310K	Buy	8,350 +10	+0.1%	+$374	0.24%	71
2020 Q2	$299K	Sell	8,340 -355	-4%	-$11.8K	0.26%	70
2020 Q1	$252K	Buy	+8,695	New	+$323K	0.28%	72

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Gray Wealth Management's IJH Position: Q4 2024 in Review

Gray Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.05% in Q4 2024, buying an estimated $192 and bringing the position to 5,824 shares worth $363K. The position accounts for 0.14% of the portfolio, ranked #91.

Gray Wealth Management first reported a position in IJH in Q1 2020 and has held it in 20 quarters since. The position peaked at $440K in Q2 2021. 2,461 funds tracked by Wall St. Rank hold IJH as of Q4 2024.

Gray Wealth Management held 5,824 shares of iShares Core S&P Mid-Cap ETF worth $363K as of Q4 2024.
Gray Wealth Management bought 3 iShares Core S&P Mid-Cap ETF shares in Q4 2024, an estimated $192.
iShares Core S&P Mid-Cap ETF made up 0.14% of Gray Wealth Management's portfolio in Q4 2024, its #91 holding.
Gray Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 20 quarters since.
Gray Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $440K in Q2 2021.
2,461 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.