Gutierrez Wealth Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Gutierrez Wealth Advisory's IJH Position: Q1 2026 in Review
Gutierrez Wealth Advisory increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.24% in Q1 2026, buying an estimated $555 and bringing the position to 3,370 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #63.
Gutierrez Wealth Advisory first reported a position in IJH in Q1 2025 and has held it in 5 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Gutierrez Wealth Advisory held 3,370 shares of iShares Core S&P Mid-Cap ETF worth $228K as of Q1 2026.
- Gutierrez Wealth Advisory bought 8 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $555.
- iShares Core S&P Mid-Cap ETF made up 0.14% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #63 holding.
- Gutierrez Wealth Advisory first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.