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

Gries Financial’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
2025 Q3	$4.8M	Sell	73,565 -43	-0.1%	-$2.76K	0.76%	22
2025 Q2	$4.57M	Sell	73,608 -1,801	-2%	-$106K	0.83%	18
2025 Q1	$4.4M	Sell	75,409 -900	-1%	-$55.9K	0.85%	18
2024 Q4	$4.75M	Sell	76,309 -2,439	-3%	-$156K	0.84%	20
2024 Q3	$4.91M	Sell	78,748 -2,053	-3%	-$124K	0.92%	19
2024 Q2	$4.73M	Sell	80,801 -2,247	-3%	-$132K	0.97%	15
2024 Q1	$5.04M	Sell	83,048 -2,677	-3%	-$152K	0.84%	18
2023 Q4	$4.75M	Sell	85,725 -3,715	-4%	-$188K	1.04%	15
2023 Q3	$4.46M	Buy	89,440 +285	+0.3%	+$14.9K	1.2%	13
2023 Q2	$4.66M	Buy	89,155 +1,015	+1%	+$50.4K	1.29%	13
2023 Q1	$4.41M	Sell	88,140 -1,170	-1%	-$59.6K	1.3%	13
2022 Q4	$4.32M	Sell	89,310 -970	-1%	-$46.9K	1.43%	11
2022 Q3	$3.96M	Buy	90,280 +175	+0.2%	+$8.46K	1.68%	8
2022 Q2	$4.08M	Sell	90,105 -2,490	-3%	-$123K	1.94%	7
2022 Q1	$4.97M	Buy	92,595 +530	+0.6%	+$28.2K	1.83%	6
2021 Q4	$5.21M	Buy	92,065 +5,710	+7%	+$318K	2.13%	7
2021 Q3	$4.54M	Buy	86,355 +1,830	+2%	+$98.5K	1.43%	10
2021 Q2	$4.52M	Buy	84,525 +205	+0.2%	+$11.1K	1.45%	11
2021 Q1	$4.51M	Buy	+84,320	New	+$4.21M	1.44%	13

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gries Financial's IJH Position: Q3 2025 in Review

Gries Financial reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.06% in Q3 2025, selling an estimated $2.76K and leaving 73,565 shares worth $4.8M. The position accounts for 0.76% of the portfolio, ranked #22.

Gries Financial first reported a position in IJH in Q1 2021 and has held it in 19 quarters since. The position peaked at $5.21M in Q4 2021. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

Gries Financial held 73,565 shares of iShares Core S&P Mid-Cap ETF worth $4.8M as of Q3 2025.
Gries Financial sold 43 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $2.76K.
iShares Core S&P Mid-Cap ETF made up 0.76% of Gries Financial's portfolio in Q3 2025, its #22 holding.
Gries Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 19 quarters since.
Gries Financial's iShares Core S&P Mid-Cap ETF position peaked at $5.21M in Q4 2021.
2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.