GWANC
IJH icon

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

Guardian Wealth Advisors (North Carolina)’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 		$1.7M Sell
25,177
-906
-3% -$62.8K 0.11% 115
2025
Q4 		$1.72M Buy
26,083
+65
+0.2% +$4.26K 0.11% 113
2025
Q3 		$1.7M Sell
26,018
-203
-0.8% -$13K 0.11% 110
2025
Q2 		$1.63M Buy
26,221
+28
+0.1% +$1.64K 0.11% 103
2025
Q1 		$1.53M Sell
26,193
-1,760
-6% -$109K 0.12% 101
2024
Q4 		$1.74M Buy
27,953
+18,444
+194% +$1.18M 0.14% 96
2024
Q3 		$593K Sell
9,509
-275
-3% -$16.6K 0.06% 146
2024
Q2 		$573K Sell
9,784
-56
-0.6% -$3.29K 0.07% 136
2024
Q1 		$598K Buy
9,840
+20
+0.2% +$1.13K 0.07% 136
2023
Q4 		$544K Buy
9,820
+45
+0.5% +$2.28K 0.08% 125
2023
Q3 		$490K Hold
9,775
– – 0.08% 124
2023
Q2 		$511K Buy
9,775
+595
+6% +$29.6K 0.09% 122
2023
Q1 		$459K Buy
9,180
+25
+0.3% +$1.27K 0.08% 128
2022
Q4 		$443K Sell
9,155
-945
-9% -$45.7K 0.09% 120
2022
Q3 		$443K Sell
10,100
-1,010
-9% -$48.8K 0.08% 113
2022
Q2 		$503K Buy
11,110
+2,850
+35% +$141K 0.09% 107
2022
Q1 		$443K Buy
8,260
+20
+0.2% +$1.06K 0.19% 93
2021
Q4 		$467K Buy
+8,240
New +$459K 0.2% 93

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 (North Carolina)'s IJH Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.5% in Q1 2026, selling an estimated $62.8K and leaving 25,177 shares worth $1.7M. The position accounts for 0.11% of the portfolio, ranked #115.

Guardian Wealth Advisors (North Carolina) first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.74M in Q4 2024. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 25,177 shares of iShares Core S&P Mid-Cap ETF worth $1.7M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 906 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $62.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.11% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #115 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s iShares Core S&P Mid-Cap ETF position peaked at $1.74M in Q4 2024.
  • 2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.