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 Q2	$15.2M	Buy	197,321 +12,588	+7%	+$924K	0.24%	100
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 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

Great Valley Advisor Group's IJH Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.8% in Q2 2026, buying an estimated $924K and bringing the position to 197,321 shares worth $15.2M. The position accounts for 0.24% of the portfolio, ranked #100.

Great Valley Advisor Group first reported a position in IJH in Q1 2019 and has held it in 30 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Great Valley Advisor Group held 197,321 shares of iShares Core S&P Mid-Cap ETF worth $15.2M as of Q2 2026.
Great Valley Advisor Group bought 12,588 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $924K.
iShares Core S&P Mid-Cap ETF made up 0.24% of Great Valley Advisor Group's portfolio in Q2 2026, its #100 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 30 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.