GRWP
IJH icon

Green Ridge Wealth Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Green Ridge Wealth Planning’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
Q3 		$291K Hold
4,050
– – 0.12% 72
2026
Q2 		$312K Hold
4,050
– – 0.13% 66
2026
Q1 		$273K Hold
4,050
– – 0.14% 66
2025
Q4 		$267K Buy
+4,050
New +$265K 0.14% 66

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Green Ridge Wealth Planning's IJH Position: Q3 2026 in Review

Green Ridge Wealth Planning held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 4,050 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #72.

Green Ridge Wealth Planning first reported a position in IJH in Q4 2025 and has held it in 4 quarters since. The position peaked at $312K in Q2 2026. 113 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Green Ridge Wealth Planning held 4,050 shares of iShares Core S&P Mid-Cap ETF worth $291K as of Q3 2026.
  • Green Ridge Wealth Planning left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.12% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #72 holding.
  • Green Ridge Wealth Planning first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's iShares Core S&P Mid-Cap ETF position peaked at $312K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.