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 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 $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

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

Graybill Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.4% in Q1 2026, selling an estimated $17.7K and leaving 10,292 shares worth $695K. The position accounts for 0.21% of the portfolio, ranked #58.

Graybill Wealth Management first reported a position in IJH in Q2 2023 and has held it in 11 quarters since. The position peaked at $696K in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Graybill Wealth Management held 10,292 shares of iShares Core S&P Mid-Cap ETF worth $695K as of Q1 2026.
Graybill Wealth Management sold 255 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $17.7K.
iShares Core S&P Mid-Cap ETF made up 0.21% of Graybill Wealth Management's portfolio in Q1 2026, its #58 holding.
Graybill Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
Graybill Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $696K in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

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