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Guardian Wealth Advisors (Minnesota)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$17.1M Sell
252,758
-2,295
-0.9% -$159K 9.81% 4
2025
Q4 		$16.8M Buy
255,053
+2,070
+0.8% +$136K 9.5% 4
2025
Q3 		$16.5M Buy
252,983
+11,905
+5% +$765K 9.36% 4
2025
Q2 		$15M Buy
241,078
+18,375
+8% +$1.08M 8.85% 4
2025
Q1 		$13M Buy
222,703
+19,876
+10% +$1.23M 8.34% 4
2024
Q4 		$12.6M Buy
202,827
+8,273
+4% +$531K 8.1% 4
2024
Q3 		$12.1M Buy
194,554
+7,991
+4% +$482K 7.49% 4
2024
Q2 		$10.9M Buy
186,563
+3,633
+2% +$213K 7.1% 6
2024
Q1 		$11.1M Buy
182,930
+2,370
+1% +$134K 7.22% 6
2023
Q4 		$10M Buy
180,560
+4,305
+2% +$218K 6.98% 6
2023
Q3 		$8.79M Buy
176,255
+7,950
+5% +$417K 6.73% 6
2023
Q2 		$8.8M Buy
168,305
+7,285
+5% +$362K 6.47% 6
2023
Q1 		$8.06M Buy
161,020
+22,075
+16% +$1.12M 6.31% 6
2022
Q4 		$6.72M Buy
138,945
+14,090
+11% +$681K 5.97% 6
2022
Q3 		$5.47M Buy
124,855
+9,365
+8% +$453K 5.32% 6
2022
Q2 		$5.23M Buy
115,490
+8,370
+8% +$413K 4.81% 6
2022
Q1 		$5.75M Buy
107,120
+6,865
+7% +$365K 4.73% 7
2021
Q4 		$5.68M Buy
100,255
+7,995
+9% +$445K 4.55% 8
2021
Q3 		$4.85M Buy
92,260
+2,195
+2% +$118K 4.32% 9
2021
Q2 		$4.84M Buy
90,065
+405
+0.5% +$21.9K 4.19% 8
2021
Q1 		$4.67M Sell
89,660
-2,395
-3% -$120K 4.32% 7
2020
Q4 		$4.23M Buy
+92,055
New +$3.88M 4.2% 8

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

Guardian Wealth Advisors (Minnesota)'s IJH Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.9% in Q1 2026, selling an estimated $159K and leaving 252,758 shares worth $17.1M. The position accounts for 9.81% of the portfolio, ranked #4.

Guardian Wealth Advisors (Minnesota) first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 252,758 shares of iShares Core S&P Mid-Cap ETF worth $17.1M as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 2,295 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $159K.
  • iShares Core S&P Mid-Cap ETF made up 9.81% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #4 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.