Guardian Asset Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Guardian Asset 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	$947K	Sell	12,277 -79,635	-87%	-$5.84M	0.44%	47
2026 Q1	$6.21M	Buy	91,912 +78,856	+604%	+$5.47M	3.63%	7
2025 Q4	$862K	Buy	13,056 +45	+0.3%	+$2.95K	0.45%	49
2025 Q3	$849K	Sell	13,011 -79,217	-86%	-$5.09M	0.46%	50
2025 Q2	$5.72M	Sell	92,228 -1,835	-2%	-$108K	3.29%	9
2025 Q1	$5.49M	Buy	94,063 +4,048	+4%	+$251K	3.58%	8
2024 Q4	$5.61M	Buy	90,015 +4,417	+5%	+$283K	3.6%	9
2024 Q3	$5.33M	Sell	85,598 -1,491	-2%	-$89.9K	3.62%	9
2024 Q2	$5.1M	Buy	87,089 +17,904	+26%	+$1.05M	3.74%	8
2024 Q1	$4.2M	Buy	69,185 +17,425	+34%	+$987K	3.49%	6
2023 Q4	$2.87M	Buy	+51,760	New	+$2.63M	2.69%	8

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Guardian Asset Advisors's IJH Position: Q2 2026 in Review

Guardian Asset Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 87% in Q2 2026, selling an estimated $5.84M and leaving 12,277 shares worth $947K. The position accounts for 0.44% of the portfolio, ranked #47.

Guardian Asset Advisors first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.21M in Q1 2026. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Guardian Asset Advisors held 12,277 shares of iShares Core S&P Mid-Cap ETF worth $947K as of Q2 2026.
Guardian Asset Advisors sold 79,635 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.84M.
iShares Core S&P Mid-Cap ETF made up 0.44% of Guardian Asset Advisors's portfolio in Q2 2026, its #47 holding.
Guardian Asset Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's iShares Core S&P Mid-Cap ETF position peaked at $6.21M in Q1 2026.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.