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Graypoint LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Graypoint LLC’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
2025
Q2 		$40.6M Sell
654,440
-26,428
-4% -$1.55M 2.28% 9
2025
Q1 		$39.7M Buy
680,868
+41,738
+7% +$2.59M 2.48% 7
2024
Q4 		$39.8M Buy
639,130
+38,608
+6% +$2.48M 2.41% 8
2024
Q3 		$37.4M Buy
600,522
+16,320
+3% +$984K 2.4% 9
2024
Q2 		$34.2M Sell
584,202
-20,101
-3% -$1.18M 2.36% 9
2024
Q1 		$36.7M Buy
604,303
+18,028
+3% +$1.02M 2.65% 7
2023
Q4 		$32.5M Buy
586,275
+37,145
+7% +$1.88M 2.62% 6
2023
Q3 		$27.4M Buy
549,130
+23,070
+4% +$1.21M 2.57% 8
2023
Q2 		$27.5M Buy
526,060
+2,505
+0.5% +$124K 2.73% 7
2023
Q1 		$26.2M Buy
523,555
+51,200
+11% +$2.61M 2.84% 7
2022
Q4 		$22.9M Buy
472,355
+19,075
+4% +$922K 2.73% 8
2022
Q3 		$19.9M Sell
453,280
-33,690
-7% -$1.63M 2.56% 8
2022
Q2 		$22M Sell
486,970
-64,750
-12% -$3.2M 2.83% 7
2022
Q1 		$29.6M Buy
551,720
+100,350
+22% +$5.34M 2.93% 6
2021
Q4 		$25.6M Buy
451,370
+56,030
+14% +$3.12M 2.68% 8
2021
Q3 		$20.8M Buy
395,340
+41,655
+12% +$2.24M 2.55% 8
2021
Q2 		$19M Sell
353,685
-494,035
-58% -$26.7M 2.52% 8
2021
Q1 		$12.3M Buy
847,720
+747,730
+748% +$37.3M 1.88% 12
2020
Q4 		$4.6M Buy
99,990
+37,910
+61% +$1.6M 0.8% 37
2020
Q3 		$2.3M Buy
62,080
+3,340
+6% +$125K 0.44% 60
2020
Q2 		$2.09M Sell
58,740
-14,650
-20% -$487K 0.48% 58
2020
Q1 		$2.11M Buy
+73,390
New +$2.73M 0.59% 51

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Graypoint LLC's IJH Position: Q2 2025 in Review

Graypoint LLC reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.9% in Q2 2025, selling an estimated $1.55M and leaving 654,440 shares worth $40.6M. The position accounts for 2.28% of the portfolio, ranked #9.

Graypoint LLC first reported a position in IJH in Q1 2020 and has held it in 22 quarters since. 2,436 funds tracked by Wall St. Rank hold IJH as of Q2 2025.

  • Graypoint LLC held 654,440 shares of iShares Core S&P Mid-Cap ETF worth $40.6M as of Q2 2025.
  • Graypoint LLC sold 26,428 iShares Core S&P Mid-Cap ETF shares in Q2 2025, an estimated $1.55M.
  • iShares Core S&P Mid-Cap ETF made up 2.28% of Graypoint LLC's portfolio in Q2 2025, its #9 holding.
  • Graypoint LLC first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2020 and has held it in 22 quarters since.
  • 2,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2025.

Based on Graypoint LLC's 13F filing for Q2 2025, filed 15 Jul 2025.