GW Henssler & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.54M | Buy |
37,587
+1,948
| +5% | +$135K | 0.12% | 102 |
|
|
2025
Q4 | $2.35M | Sell |
35,639
-6,317
| -15% | -$414K | 0.11% | 100 |
|
|
2025
Q3 | $2.74M | Sell |
41,956
-231
| -0.5% | -$14.8K | 0.14% | 92 |
|
|
2025
Q2 | $2.62M | Sell |
42,187
-1,079
| -2% | -$63.3K | 0.14% | 88 |
|
|
2025
Q1 | $2.52M | Sell |
43,266
-5,737
| -12% | -$356K | 0.14% | 79 |
|
|
2024
Q4 | $3.05M | Hold |
49,003
| – | – | 0.18% | 75 |
|
|
2024
Q3 | $3.05M | Buy |
49,003
+3,049
| +7% | +$184K | 0.17% | 75 |
|
|
2024
Q2 | $2.69M | Sell |
45,954
-1,707
| -4% | -$100K | 0.16% | 73 |
|
|
2024
Q1 | $2.89M | Sell |
47,661
-3,579
| -7% | -$203K | 0.17% | 72 |
|
|
2023
Q4 | $2.84M | Sell |
51,240
-925
| -2% | -$46.9K | 0.19% | 74 |
|
|
2023
Q3 | $2.6M | Buy |
52,165
+260
| +0.5% | +$13.6K | 0.18% | 72 |
|
|
2023
Q2 | $2.71M | Buy |
51,905
+275
| +0.5% | +$13.7K | 0.18% | 71 |
|
|
2023
Q1 | $2.58M | Hold |
51,630
| – | – | 0.17% | 73 |
|
|
2022
Q4 | $2.5M | Buy |
51,630
+7,155
| +16% | +$346K | 0.18% | 72 |
|
|
2022
Q3 | $1.95M | Sell |
44,475
-4,145
| -9% | -$200K | 0.15% | 73 |
|
|
2022
Q2 | $2.2M | Buy |
48,620
+2,590
| +6% | +$128K | 0.16% | 75 |
|
|
2022
Q1 | $2.47M | Sell |
46,030
-1,700
| -4% | -$90.5K | 0.15% | 76 |
|
|
2021
Q4 | $2.7M | Buy |
+47,730
| New | +$2.66M | 0.17% | 79 |
|
|
2021
Q3 | – | Sell |
-47,305
| Closed | -$2.54M | – | 162 |
|
|
2021
Q2 | $2.54M | Sell |
47,305
-705
| -1% | -$38.1K | 0.17% | 81 |
|
|
2021
Q1 | $2.5M | Sell |
48,010
-1,354,865
| -97% | -$67.7M | 0.18% | 78 |
|
|
2020
Q4 | $64.5M | Buy |
1,402,875
+11,675
| +0.8% | +$492K | 4.93% | 2 |
|
|
2020
Q3 | $51.6M | Buy |
1,391,200
+3,890
| +0.3% | +$145K | 4.37% | 2 |
|
|
2020
Q2 | $49.3M | Buy |
1,387,310
+64,925
| +5% | +$2.16M | 4.34% | 2 |
|
|
2020
Q1 | $38M | Buy |
1,322,385
+6,925
| +0.5% | +$257K | 3.86% | 2 |
|
|
2019
Q4 | $54.1M | Buy |
1,315,460
+1,375
| +0.1% | +$54.5K | 4.48% | 2 |
|
|
2019
Q3 | $50.8M | Sell |
1,314,085
-13,120
| -1% | -$504K | 4.52% | 2 |
|
|
2019
Q2 | $51.6M | Sell |
1,327,205
-5,385
| -0.4% | -$206K | 4.67% | 1 |
|
|
2019
Q1 | $50.5M | Buy |
1,332,590
+12,335
| +0.9% | +$456K | 4.63% | 1 |
|
|
2018
Q4 | $43.8M | Sell |
1,320,255
-3,575
| -0.3% | -$130K | 4.68% | 1 |
|
|
2018
Q3 | $53.3M | Sell |
1,323,830
-10,080
| -0.8% | -$405K | 4.85% | 1 |
|
|
2018
Q2 | $52M | Sell |
1,333,910
-9,665
| -0.7% | -$373K | 5.1% | 2 |
|
|
2018
Q1 | $50.4M | Sell |
1,343,575
-19,990
| -1% | -$765K | 5.06% | 2 |
|
|
2017
Q4 | $51.8M | Buy |
1,363,565
+5,275
| +0.4% | +$195K | 4.84% | 2 |
|
|
2017
Q3 | $48.6M | Sell |
1,358,290
-11,915
| -0.9% | -$415K | 4.88% | 2 |
|
|
2017
Q2 | $47.7M | Sell |
1,370,205
-13,135
| -0.9% | -$453K | 4.97% | 2 |
|
|
2017
Q1 | $47.4M | Sell |
1,383,340
-38,805
| -3% | -$1.32M | 5.11% | 2 |
|
|
2016
Q4 | $47M | Buy |
1,422,145
+1,915
| +0.1% | +$60.7K | 5.21% | 1 |
|
|
2016
Q3 | $43.9M | Sell |
1,420,230
-31,350
| -2% | -$969K | 5.03% | 1 |
|
|
2016
Q2 | $43.4M | Sell |
1,451,580
-8,950
| -0.6% | -$263K | 4.99% | 1 |
|
|
2016
Q1 | $42.1M | Sell |
1,460,530
-42,335
| -3% | -$1.13M | 4.95% | 1 |
|
|
2015
Q4 | $41.9M | Sell |
1,502,865
-121,000
| -7% | -$3.46M | 4.95% | 1 |
|
|
2015
Q3 | $44.4M | Sell |
1,623,865
-4,010
| -0.2% | -$117K | 5.09% | 1 |
|
|
2015
Q2 | $48.8M | Sell |
1,627,875
-8,695
| -0.5% | -$265K | 5.31% | 1 |
|
|
2015
Q1 | $49.7M | Sell |
1,636,570
-6,065
| -0.4% | -$179K | 5.76% | 1 |
|
|
2014
Q4 | $47.6M | Buy |
1,642,635
+16,600
| +1% | +$466K | 5.33% | 1 |
|
|
2014
Q3 | $44.5M | Sell |
1,626,035
-425
| -0% | -$12K | 5.39% | 1 |
|
|
2014
Q2 | $46.5M | Sell |
1,626,460
-82,490
| -5% | -$2.27M | 5.64% | 1 |
|
|
2014
Q1 | $47M | Sell |
1,708,950
-13,910
| -0.8% | -$374K | 5.51% | 1 |
|
|
2013
Q4 | $46.1M | Buy |
1,722,860
+26,410
| +2% | +$682K | 5.39% | 1 |
|
|
2013
Q3 | $42.1M | Buy |
1,696,450
+16,520
| +1% | +$403K | 5.43% | 1 |
|
|
2013
Q2 | $38.8M | Buy |
+1,679,930
| New | +$39M | 5.34% | 1 |
|
Other funds holding IJH
GW Henssler & Associates's IJH Position: Q1 2026 in Review
GW Henssler & Associates increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.5% in Q1 2026, buying an estimated $135K and bringing the position to 37,587 shares worth $2.54M. The position accounts for 0.12% of the portfolio, ranked #102.
GW Henssler & Associates first reported a position in IJH in Q2 2013 and has held it in 51 quarters since. The position peaked at $64.5M in Q4 2020. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- GW Henssler & Associates held 37,587 shares of iShares Core S&P Mid-Cap ETF worth $2.54M as of Q1 2026.
- GW Henssler & Associates bought 1,948 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $135K.
- iShares Core S&P Mid-Cap ETF made up 0.12% of GW Henssler & Associates's portfolio in Q1 2026, its #102 holding.
- GW Henssler & Associates first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
- GW Henssler & Associates's iShares Core S&P Mid-Cap ETF position peaked at $64.5M in Q4 2020.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on GW Henssler & Associates's 13F filing for Q1 2026, filed 15 May 2026.