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

Guidance Point 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 Q1	$16.9M	Buy	249,838 +119	+0%	+$8.26K	4%	5
2025 Q4	$16.5M	Buy	249,719 +15,266	+7%	+$1M	3.82%	5
2025 Q3	$15.3M	Sell	234,453 -3,749	-2%	-$241K	3.69%	5
2025 Q2	$14.8M	Sell	238,202 -12,392	-5%	-$727K	3.8%	5
2025 Q1	$14.6M	Buy	250,594 +5,066	+2%	+$315K	4.16%	5
2024 Q4	$15.3M	Buy	245,528 +4,191	+2%	+$269K	4.3%	6
2024 Q3	$15M	Buy	241,337 +3,556	+1%	+$214K	4.39%	6
2024 Q2	$13.9M	Buy	237,781 +21,711	+10%	+$1.28M	4.35%	6
2024 Q1	$13.1M	Sell	216,070 -2,295	-1%	-$130K	4.28%	6
2023 Q4	$12.1M	Sell	218,365 -7,485	-3%	-$380K	4.48%	6
2023 Q3	$11.3M	Sell	225,850 -15,095	-6%	-$791K	4.59%	6
2023 Q2	$12.6M	Buy	240,945 +4,110	+2%	+$204K	4.84%	6
2023 Q1	$11.8M	Buy	236,835 +2,345	+1%	+$119K	4.78%	6
2022 Q4	$11.3M	Buy	234,490 +13,065	+6%	+$631K	4.8%	5
2022 Q3	$9.71M	Buy	221,425 +7,350	+3%	+$355K	4.43%	6
2022 Q2	$9.69M	Buy	214,075 +10,695	+5%	+$528K	4.18%	6
2022 Q1	$11M	Buy	203,380 +11,235	+6%	+$598K	4.18%	6
2021 Q4	$10.9M	Buy	192,145 +4,045	+2%	+$225K	3.96%	7
2021 Q3	$9.89M	Buy	188,100 +8,900	+5%	+$479K	3.61%	7
2021 Q2	$9.63M	Buy	179,200 +6,635	+4%	+$358K	3.74%	7
2021 Q1	$8.98M	Sell	172,565 -1,915	-1%	-$95.6K	3.72%	7
2020 Q4	$8.02M	Buy	174,480 +5,805	+3%	+$245K	3.69%	7
2020 Q3	$6.25M	Sell	168,675 -7,900	-4%	-$295K	3.45%	7
2020 Q2	$6.28M	Buy	176,575 +2,445	+1%	+$81.2K	3.49%	7
2020 Q1	$4.97M	Sell	174,130 -12,935	-7%	-$481K	3.23%	7
2019 Q4	$7.7M	Buy	187,065 +2,645	+1%	+$105K	3.76%	6
2019 Q3	$7.14M	Buy	184,420 +2,365	+1%	+$90.9K	3.91%	6
2019 Q2	$7.07M	Buy	182,055 +1,255	+0.7%	+$48.1K	4%	6
2019 Q1	$6.85M	Buy	180,800 +2,485	+1%	+$91.8K	4.04%	6
2018 Q4	$5.87M	Buy	+178,315	New	+$6.51M	3.81%	6

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Guidance Point Advisors's IJH Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.05% in Q1 2026, buying an estimated $8.26K and bringing the position to 249,838 shares worth $16.9M. The position accounts for 4% of the portfolio, ranked #5.

Guidance Point Advisors first reported a position in IJH in Q4 2018 and has held it in 30 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Guidance Point Advisors held 249,838 shares of iShares Core S&P Mid-Cap ETF worth $16.9M as of Q1 2026.
Guidance Point Advisors bought 119 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $8.26K.
iShares Core S&P Mid-Cap ETF made up 4% of Guidance Point Advisors's portfolio in Q1 2026, its #5 holding.
Guidance Point Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.