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

Grey Fox Wealth 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 		$5.46M Buy
70,774
+1,551
+2% +$114K 0.86% 23
2026
Q1 		$4.67M Buy
69,223
+7,532
+12% +$522K 0.9% 21
2025
Q4 		$4.07M Sell
61,691
-1,433
-2% -$93.9K 0.83% 22
2025
Q3 		$4.12M Sell
63,124
-803
-1% -$51.6K 0.84% 22
2025
Q2 		$3.96M Buy
63,927
+6,970
+12% +$409K 0.95% 22
2025
Q1 		$3.32M Buy
56,957
+3,915
+7% +$243K 0.89% 22
2024
Q4 		$3.31M Buy
53,042
+148
+0.3% +$9.49K 0.91% 20
2024
Q3 		$3.3M Buy
52,894
+2,797
+6% +$169K 0.92% 19
2024
Q2 		$2.93M Buy
50,097
+53
+0.1% +$3.11K 1.03% 18
2024
Q1 		$3.04M Sell
50,044
-251
-0.5% -$14.2K 1.14% 17
2023
Q4 		$2.79M Sell
50,295
-3,030
-6% -$154K 1.21% 17
2023
Q3 		$2.67M Sell
53,325
-11,120
-17% -$583K 1.34% 17
2023
Q2 		$3.37M Sell
64,445
-730
-1% -$36.3K 1.73% 14
2023
Q1 		$3.26M Buy
65,175
+4,095
+7% +$209K 1.93% 13
2022
Q4 		$2.95M Buy
+61,080
New +$2.95M 1.95% 13

Other funds holding IJH

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
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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Grey Fox Wealth Advisors's IJH Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q2 2026, buying an estimated $114K and bringing the position to 70,774 shares worth $5.46M. The position accounts for 0.86% of the portfolio, ranked #23.

Grey Fox Wealth Advisors first reported a position in IJH in Q4 2022 and has held it in 15 quarters since. 845 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Grey Fox Wealth Advisors held 70,774 shares of iShares Core S&P Mid-Cap ETF worth $5.46M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 1,551 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $114K.
  • iShares Core S&P Mid-Cap ETF made up 0.86% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #23 holding.
  • Grey Fox Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 845 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.