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GSB Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

GSB Wealth Management’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
Q1 		$5.89M Sell
87,218
-568
-0.6% -$39.4K 1.33% 19
2025
Q4 		$5.79M Buy
87,786
+2,049
+2% +$134K 1.31% 18
2025
Q3 		$5.6M Buy
85,737
+2,683
+3% +$172K 1.27% 20
2025
Q2 		$5.15M Sell
83,054
-3,836
-4% -$225K 1.26% 16
2025
Q1 		$5.07M Sell
86,890
-1,404
-2% -$87.2K 1.33% 15
2024
Q4 		$5.5M Buy
88,294
+3,083
+4% +$198K 1.42% 14
2024
Q3 		$5.31M Buy
85,211
+1,757
+2% +$106K 1.36% 14
2024
Q2 		$4.88M Buy
83,454
+5,319
+7% +$312K 1.33% 12
2024
Q1 		$4.75M Buy
78,135
+7,455
+11% +$422K 1.34% 14
2023
Q4 		$3.92M Buy
70,680
+1,995
+3% +$101K 1.2% 16
2023
Q3 		$3.43M Buy
68,685
+2,265
+3% +$119K 1.15% 17
2023
Q2 		$3.47M Buy
66,420
+9,750
+17% +$485K 1.13% 17
2023
Q1 		$2.82M Buy
56,670
+38,175
+206% +$1.94M 0.92% 27
2022
Q4 		$895K Buy
18,495
+150
+0.8% +$7.25K 0.32% 105
2022
Q3 		$805K Buy
18,345
+1,760
+11% +$85.1K 0.29% 112
2022
Q2 		$750K Buy
16,585
+280
+2% +$13.8K 0.26% 124
2022
Q1 		$875K Buy
16,305
+1,940
+14% +$103K 0.26% 121
2021
Q4 		$813K Buy
14,365
+6,865
+92% +$382K 0.23% 129
2021
Q3 		$395K Sell
7,500
-3,820
-34% -$206K 0.2% 102
2021
Q2 		$608K Buy
11,320
+480
+4% +$25.9K 0.19% 142
2021
Q1 		$564K Buy
+10,840
New +$541K 0.19% 135

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GSB Wealth Management's IJH Position: Q1 2026 in Review

GSB Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.65% in Q1 2026, selling an estimated $39.4K and leaving 87,218 shares worth $5.89M. The position accounts for 1.33% of the portfolio, ranked #19.

GSB Wealth Management first reported a position in IJH in Q1 2021 and has held it in 21 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • GSB Wealth Management held 87,218 shares of iShares Core S&P Mid-Cap ETF worth $5.89M as of Q1 2026.
  • GSB Wealth Management sold 568 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $39.4K.
  • iShares Core S&P Mid-Cap ETF made up 1.33% of GSB Wealth Management's portfolio in Q1 2026, its #19 holding.
  • GSB Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on GSB Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.