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

Graybill 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	$779K	Sell	10,107 -185	-2%	-$13.6K	0.21%	59
2026 Q1	$695K	Sell	10,292 -255	-2%	-$17.7K	0.21%	58
2025 Q4	$696K	Buy	10,547 +494	+5%	+$32.4K	0.21%	59
2025 Q3	$656K	Sell	10,053 -1,126	-10%	-$72.4K	0.2%	58
2025 Q2	$693K	Sell	11,179 -56	-0.5%	-$3.29K	0.23%	56
2025 Q1	$656K	Buy	+11,235	New	+$698K	0.22%	58
2024 Q3	$665K	Buy	10,677 +41	+0.4%	+$2.47K	0.25%	50
2024 Q2	$622K	Buy	10,636 +4,432	+71%	+$260K	0.25%	50
2024 Q1	$377K	Buy	6,204 +384	+7%	+$21.7K	0.16%	49
2023 Q4	$323K	Buy	5,820 +495	+9%	+$25.1K	0.14%	51
2023 Q3	$266K	Buy	5,325 +1,100	+26%	+$57.6K	0.13%	52
2023 Q2	$221K	Buy	+4,225	New	+$210K	0.1%	53

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

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

Graybill Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q2 2026, selling an estimated $13.6K and leaving 10,107 shares worth $779K. The position accounts for 0.21% of the portfolio, ranked #59.

Graybill Wealth Management first reported a position in IJH in Q2 2023 and has held it in 12 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Graybill Wealth Management held 10,107 shares of iShares Core S&P Mid-Cap ETF worth $779K as of Q2 2026.
Graybill Wealth Management sold 185 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $13.6K.
iShares Core S&P Mid-Cap ETF made up 0.21% of Graybill Wealth Management's portfolio in Q2 2026, its #59 holding.
Graybill Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.