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Great Valley Advisor Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Great Valley Advisor Group’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 		$12.5M Buy
184,733
+70,240
+61% +$4.87M 0.23% 108
2025
Q4 		$7.56M Sell
114,493
-30,964
-21% -$2.03M 0.15% 143
2025
Q3 		$9.49M Sell
145,457
-30,959
-18% -$1.99M 0.19% 116
2025
Q2 		$10.9M Buy
176,416
+15,029
+9% +$882K 0.24% 97
2025
Q1 		$9.42M Buy
161,387
+2,116
+1% +$131K 0.2% 118
2024
Q4 		$9.92M Buy
159,271
+20,938
+15% +$1.34M 0.22% 106
2024
Q3 		$8.62M Sell
138,333
-7,207
-5% -$435K 0.21% 116
2024
Q2 		$8.52M Buy
145,540
+13,778
+10% +$809K 0.24% 102
2024
Q1 		$8M Sell
131,762
-4,448
-3% -$252K 0.24% 102
2023
Q4 		$7.55M Buy
136,210
+29,210
+27% +$1.48M 0.26% 96
2023
Q3 		$5.34M Sell
107,000
-2,290
-2% -$120K 0.22% 114
2023
Q2 		$5.72M Sell
109,290
-49,830
-31% -$2.48M 0.24% 112
2023
Q1 		$7.96M Buy
159,120
+50,910
+47% +$2.59M 0.37% 69
2022
Q4 		$5.24M Buy
108,210
+25,605
+31% +$1.24M 0.27% 92
2022
Q3 		$3.62M Sell
82,605
-9,185
-10% -$444K 0.2% 124
2022
Q2 		$4.15M Buy
91,790
+8,030
+10% +$396K 0.23% 111
2022
Q1 		$4.51M Sell
83,760
-3,920
-4% -$209K 0.26% 96
2021
Q4 		$4.95M Sell
87,680
-9,835
-10% -$547K 0.31% 86
2021
Q3 		$5.13M Buy
97,515
+8,420
+9% +$453K 0.35% 71
2021
Q2 		$4.78M Buy
89,095
+53,995
+154% +$2.92M 0.35% 68
2021
Q1 		$1.83M Sell
35,100
-11,125
-24% -$556K 0.18% 136
2020
Q4 		$2.12M Sell
46,225
-5,725
-11% -$241K 0.22% 100
2020
Q3 		$1.93M Sell
51,950
-2,080
-4% -$77.8K 0.24% 99
2020
Q2 		$1.92M Sell
54,030
-2,790
-5% -$92.7K 0.31% 89
2020
Q1 		$1.63M Sell
56,820
-22,510
-28% -$837K 0.43% 65
2019
Q4 		$3.27M Sell
79,330
-11,630
-13% -$461K 0.73% 30
2019
Q3 		$3.52M Buy
90,960
+6,530
+8% +$251K 0.85% 20
2019
Q2 		$3.28M Buy
84,430
+235
+0.3% +$9.01K 0.82% 26
2019
Q1 		$3.19M Buy
+84,195
New +$3.11M 1.01% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Great Valley Advisor Group's IJH Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 61% in Q1 2026, buying an estimated $4.87M and bringing the position to 184,733 shares worth $12.5M. The position accounts for 0.23% of the portfolio, ranked #108.

Great Valley Advisor Group first reported a position in IJH in Q1 2019 and has held it in 29 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Great Valley Advisor Group held 184,733 shares of iShares Core S&P Mid-Cap ETF worth $12.5M as of Q1 2026.
  • Great Valley Advisor Group bought 70,240 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.87M.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Great Valley Advisor Group's portfolio in Q1 2026, its #108 holding.
  • Great Valley Advisor Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.