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Greenberg Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Greenberg Financial 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
2025
Q4 		$9.74M Buy
+147,594
New +$9.67M 4.01% 7
2025
Q2 		$11M Sell
142,120
-5,875
-4% -$345K 4.06% 7
2025
Q1 		$9.99M Buy
+147,995
New +$9.19M 4.12% 5

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Greenberg Financial Group's IJH Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025: 147,594 shares worth $9.74M. The stake represents 4.01% of the portfolio and ranks #7 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in IJH as recently as Q2 2025.

Greenberg Financial Group first reported a position in IJH in Q1 2025 and has held it in 3 quarters since. The position peaked at $11M in Q2 2025. 2,644 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Greenberg Financial Group held 147,594 shares of iShares Core S&P Mid-Cap ETF worth $9.74M as of Q4 2025.
  • iShares Core S&P Mid-Cap ETF was a new Greenberg Financial Group position in Q4 2025.
  • iShares Core S&P Mid-Cap ETF made up 4.01% of Greenberg Financial Group's portfolio in Q4 2025, its #7 holding.
  • Greenberg Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $11M in Q2 2025.
  • 2,644 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.