GDP
IJH icon

Great Diamond Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Great Diamond Partners’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 		$7.16M Buy
92,895
+865
+0.9% +$63.5K 1.23% 20
2026
Q1 		$6.21M Buy
92,030
+6,930
+8% +$481K 1.2% 20
2025
Q4 		$5.62M Sell
85,100
-176
-0.2% -$11.5K 1.08% 21
2025
Q3 		$5.57M Buy
85,276
+3,530
+4% +$227K 1.08% 20
2025
Q2 		$5.07M Buy
81,746
+7,991
+11% +$469K 1.07% 20
2025
Q1 		$4.3M Buy
73,755
+2,554
+4% +$159K 1.18% 17
2024
Q4 		$4.44M Buy
71,201
+312
+0.4% +$20K 1.15% 21
2024
Q3 		$4.42M Sell
70,889
-4,947
-7% -$298K 1.12% 21
2024
Q2 		$4.44M Sell
75,836
-4,305
-5% -$253K 1.04% 25
2024
Q1 		$4.87M Buy
80,141
+7,536
+10% +$427K 1.12% 20
2023
Q4 		$4.02M Sell
72,605
-85,395
-54% -$4.33M 0.99% 23
2023
Q3 		$7.88M Sell
158,000
-1,030
-0.6% -$54K 2.13% 8
2023
Q2 		$8.32M Buy
159,030
+9,815
+7% +$488K 2.2% 8
2023
Q1 		$7.47M Buy
149,215
+14,055
+10% +$716K 2.16% 9
2022
Q4 		$6.54M Buy
135,160
+115,920
+602% +$5.6M 2.01% 8
2022
Q3 		$843K Sell
19,240
-75
-0.4% -$3.63K 0.29% 83
2022
Q2 		$873K Buy
19,315
+1,995
+12% +$98.5K 0.29% 81
2022
Q1 		$929K Buy
17,320
+9,315
+116% +$496K 0.26% 86
2021
Q4 		$453K Hold
8,005
– – 0.12% 143
2021
Q3 		$421K Hold
8,005
– – 0.12% 133
2021
Q2 		$430K Buy
8,005
+1,790
+29% +$96.6K 0.12% 130
2021
Q1 		$323K Hold
6,215
– – 0.1% 144
2020
Q4 		$285K Hold
6,215
– – 0.09% 143
2020
Q3 		$230K Hold
6,215
– – 0.08% 148
2020
Q2 		$221K Sell
6,215
-1,190
-16% -$39.5K 0.09% 132
2020
Q1 		$213K Sell
7,405
-5,660
-43% -$210K 0.11% 121
2019
Q4 		$537K Buy
+13,065
New +$518K 0.2% 78

Other funds holding IJH

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Great Diamond Partners's IJH Position: Q2 2026 in Review

Great Diamond Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.94% in Q2 2026, buying an estimated $63.5K and bringing the position to 92,895 shares worth $7.16M. The position accounts for 1.23% of the portfolio, ranked #20.

Great Diamond Partners first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.32M in Q2 2023. 1,436 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Great Diamond Partners held 92,895 shares of iShares Core S&P Mid-Cap ETF worth $7.16M as of Q2 2026.
  • Great Diamond Partners bought 865 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $63.5K.
  • iShares Core S&P Mid-Cap ETF made up 1.23% of Great Diamond Partners's portfolio in Q2 2026, its #20 holding.
  • Great Diamond Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Great Diamond Partners's iShares Core S&P Mid-Cap ETF position peaked at $8.32M in Q2 2023.
  • 1,436 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.