Greenspring Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Greenspring Advisors’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	$2.25M	Sell	33,296 -794	-2%	-$55.1K	0.14%	82
2025 Q4	$2.25M	Buy	34,090 +29,135	+588%	+$1.91M	0.14%	79
2025 Q3	$323K	Buy	+4,955	New	+$318K	0.06%	84
2025 Q1	$289K	Hold	4,955	–	–	0.07%	72
2024 Q4	$309K	Hold	4,955	–	–	0.07%	67
2024 Q3	$309K	Hold	4,955	–	–	0.07%	66
2024 Q2	$290K	Hold	4,955	–	–	0.07%	55
2024 Q1	$301K	Hold	4,955	–	–	0.08%	53
2023 Q4	$275K	Hold	4,955	–	–	0.08%	51
2023 Q3	$247K	Hold	4,955	–	–	0.08%	46
2023 Q2	$259K	Sell	4,955 -12,245	-71%	-$609K	0.08%	49
2023 Q1	$861K	Buy	17,200 +1,695	+11%	+$86.4K	0.19%	54
2022 Q4	$750K	Sell	15,505 -1,375	-8%	-$66.4K	0.2%	53
2022 Q3	$740K	Hold	16,880	–	–	0.23%	48
2022 Q2	$764K	Sell	16,880 -310	-2%	-$15.3K	0.22%	47
2022 Q1	$922K	Sell	17,190 -700	-4%	-$37.3K	0.24%	35
2021 Q4	$1.01M	Buy	+17,890	New	+$996K	0.26%	31

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

Greenspring Advisors's IJH Position: Q1 2026 in Review

Greenspring Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.3% in Q1 2026, selling an estimated $55.1K and leaving 33,296 shares worth $2.25M. The position accounts for 0.14% of the portfolio, ranked #82.

Greenspring Advisors first reported a position in IJH in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.25M in Q4 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Greenspring Advisors held 33,296 shares of iShares Core S&P Mid-Cap ETF worth $2.25M as of Q1 2026.
Greenspring Advisors sold 794 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $55.1K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Greenspring Advisors's portfolio in Q1 2026, its #82 holding.
Greenspring Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
Greenspring Advisors's iShares Core S&P Mid-Cap ETF position peaked at $2.25M in Q4 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.