Greenhouse Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Greenhouse Wealth Management’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	$479K	Buy	7,108 +16	+0.2%	+$1.11K	0.3%	37
2025 Q4	$468K	Buy	7,092 +33	+0.5%	+$2.16K	0.28%	36
2025 Q3	$461K	Buy	7,059 +22	+0.3%	+$1.41K	0.28%	38
2025 Q2	$436K	Buy	7,037 +20	+0.3%	+$1.17K	0.28%	39
2025 Q1	$409K	Buy	7,017 +19	+0.3%	+$1.18K	0.31%	34
2024 Q4	$436K	Buy	6,998 +28	+0.4%	+$1.8K	0.29%	39
2024 Q3	$434K	Buy	6,970 +25	+0.4%	+$1.51K	0.29%	36
2024 Q2	$406K	Buy	6,945 +19	+0.3%	+$1.12K	0.3%	37
2024 Q1	$421K	Buy	6,926 +16	+0.2%	+$906	0.32%	34
2023 Q4	$383K	Buy	6,910 +55	+0.8%	+$2.79K	0.31%	37
2023 Q3	$342K	Hold	6,855	–	–	0.31%	37
2023 Q2	$358K	Buy	6,855 +20	+0.3%	+$994	0.32%	38
2023 Q1	$342K	Buy	6,835 +25	+0.4%	+$1.27K	0.32%	36
2022 Q4	$329K	Buy	6,810 +65	+1%	+$3.14K	0.33%	35
2022 Q3	$296K	Hold	6,745	–	–	0.33%	35
2022 Q2	$305K	Buy	6,745 +20	+0.3%	+$987	0.33%	35
2022 Q1	$361K	Buy	6,725 +20	+0.3%	+$1.06K	0.34%	36
2021 Q4	$380K	Buy	6,705 +50	+0.8%	+$2.78K	0.34%	36
2021 Q3	$350K	Hold	6,655	–	–	0.33%	35
2021 Q2	$358K	Sell	6,655 -110	-2%	-$5.94K	0.33%	36
2021 Q1	$352K	Buy	6,765 +140	+2%	+$6.99K	0.35%	38
2020 Q4	$304K	Buy	+6,625	New	+$279K	0.3%	40

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhouse Wealth Management's IJH Position: Q1 2026 in Review

Greenhouse Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.23% in Q1 2026, buying an estimated $1.11K and bringing the position to 7,108 shares worth $479K. The position accounts for 0.3% of the portfolio, ranked #37.

Greenhouse Wealth Management first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Greenhouse Wealth Management held 7,108 shares of iShares Core S&P Mid-Cap ETF worth $479K as of Q1 2026.
Greenhouse Wealth Management bought 16 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.11K.
iShares Core S&P Mid-Cap ETF made up 0.3% of Greenhouse Wealth Management's portfolio in Q1 2026, its #37 holding.
Greenhouse Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.