Greystone Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Greystone Financial Group’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	$916K	Sell	11,878 -1,462	-11%	-$107K	0.26%	53
2026 Q1	$901K	Sell	13,340 -18,670	-58%	-$1.3M	0.25%	48
2025 Q4	$2.11M	Sell	32,010 -27,323	-46%	-$1.79M	0.33%	49
2025 Q3	$3.87M	Sell	59,333 -5,850	-9%	-$376K	0.6%	44
2025 Q2	$4.04M	Buy	65,183 +28,133	+76%	+$1.65M	0.67%	41
2025 Q1	$2.16M	Sell	37,050 -5,794	-14%	-$360K	0.39%	50
2024 Q4	$2.67M	Buy	42,844 +5,929	+16%	+$380K	0.46%	48
2024 Q3	$2.3M	Buy	36,915 +21,367	+137%	+$1.29M	0.41%	49
2024 Q2	$910K	Buy	15,548 +7,191	+86%	+$422K	0.18%	65
2024 Q1	$508K	Buy	8,357 +217	+3%	+$12.3K	0.1%	82
2023 Q4	$451K	Buy	8,140 +2,105	+35%	+$107K	0.1%	82
2023 Q3	$301K	Sell	6,035 -35	-0.6%	-$1.83K	0.08%	92
2023 Q2	$317K	Sell	6,070 -3,350	-36%	-$166K	0.07%	94
2023 Q1	$471K	Sell	9,420 -3,385	-26%	-$172K	0.12%	78
2022 Q4	$619K	Sell	12,805 -3,900	-23%	-$188K	0.18%	63
2022 Q3	$733K	Sell	16,705 -2,010	-11%	-$97.2K	0.25%	51
2022 Q2	$847K	Sell	18,715 -14,540	-44%	-$718K	0.26%	55
2022 Q1	$1.78M	Sell	33,255 -10,490	-24%	-$558K	0.45%	43
2021 Q4	$2.48M	Sell	43,745 -2,575	-6%	-$143K	0.59%	43
2021 Q3	$2.44M	Sell	46,320 -11,795	-20%	-$635K	0.72%	44
2021 Q2	$3.12M	Buy	+58,115	New	+$3.14M	0.78%	44

Other funds holding IJH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return

FMII

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

Greystone Financial Group's IJH Position: Q2 2026 in Review

Greystone Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q2 2026, selling an estimated $107K and leaving 11,878 shares worth $916K. The position accounts for 0.26% of the portfolio, ranked #53.

Greystone Financial Group first reported a position in IJH in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.04M in Q2 2025. 1,466 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Greystone Financial Group held 11,878 shares of iShares Core S&P Mid-Cap ETF worth $916K as of Q2 2026.
Greystone Financial Group sold 1,462 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $107K.
iShares Core S&P Mid-Cap ETF made up 0.26% of Greystone Financial Group's portfolio in Q2 2026, its #53 holding.
Greystone Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
Greystone Financial Group's iShares Core S&P Mid-Cap ETF position peaked at $4.04M in Q2 2025.
1,466 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.