Greenwood Gearhart’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Greenwood Gearhart’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	$49.6M	Buy	643,308 +30,446	+5%	+$2.23M	2.31%	17
2026 Q1	$41.4M	Buy	612,862 +31,619	+5%	+$2.19M	2.24%	18
2025 Q4	$38.4M	Buy	581,243 +20,440	+4%	+$1.34M	2.11%	19
2025 Q3	$36.6M	Buy	560,803 +12,487	+2%	+$802K	2.11%	19
2025 Q2	$34M	Buy	548,316 +25,525	+5%	+$1.5M	2.12%	20
2025 Q1	$30.5M	Buy	522,791 +62,788	+14%	+$3.9M	2.11%	19
2024 Q4	$28.7M	Buy	460,003 +127,463	+38%	+$8.17M	1.98%	19
2024 Q3	$20.7M	Buy	332,540 +32,444	+11%	+$1.96M	1.72%	22
2024 Q2	$17.6M	Buy	300,096 +6,415	+2%	+$377K	1.66%	21
2024 Q1	$17.8M	Buy	293,681 +40,541	+16%	+$2.3M	1.74%	20
2023 Q4	$14M	Buy	253,140 +242,470	+2,272%	+$12.3M	1.5%	24
2023 Q3	$532K	Hold	10,670	–	–	0.06%	67
2023 Q2	$558K	Buy	10,670 +2,260	+27%	+$112K	0.07%	67
2023 Q1	$421K	Sell	8,410 -680	-7%	-$34.6K	0.05%	71
2022 Q4	$440K	Sell	9,090 -3,955	-30%	-$191K	0.06%	73
2022 Q3	$572K	Buy	+13,045	New	+$631K	0.09%	66
2022 Q2	–	Sell	-4,095	Closed	-$220K	–	93
2022 Q1	$220K	Buy	+4,095	New	+$218K	0.03%	93

Other funds holding IJH

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenwood Gearhart's IJH Position: Q2 2026 in Review

Greenwood Gearhart increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5% in Q2 2026, buying an estimated $2.23M and bringing the position to 643,308 shares worth $49.6M. The position accounts for 2.31% of the portfolio, ranked #17.

Greenwood Gearhart first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. 1,023 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Greenwood Gearhart held 643,308 shares of iShares Core S&P Mid-Cap ETF worth $49.6M as of Q2 2026.
Greenwood Gearhart bought 30,446 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $2.23M.
iShares Core S&P Mid-Cap ETF made up 2.31% of Greenwood Gearhart's portfolio in Q2 2026, its #17 holding.
Greenwood Gearhart first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.