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 Q2	$2.54M	Sell	32,894 -402	-1%	-$29.5K	0.14%	79
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 $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

Greenspring Advisors's IJH Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.2% in Q2 2026, selling an estimated $29.5K and leaving 32,894 shares worth $2.54M. The position accounts for 0.14% of the portfolio, ranked #79.

Greenspring Advisors first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Greenspring Advisors held 32,894 shares of iShares Core S&P Mid-Cap ETF worth $2.54M as of Q2 2026.
Greenspring Advisors sold 402 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $29.5K.
iShares Core S&P Mid-Cap ETF made up 0.14% of Greenspring Advisors's portfolio in Q2 2026, its #79 holding.
Greenspring Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.