GWN Securities’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

GWN Securities’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 Q2	$1.57M	Buy	20,405 +1,228	+6%	+$90.1K	0.26%	100
2026 Q1	$1.3M	Buy	19,177 +20	+0.1%	+$1.39K	0.25%	107
2025 Q4	$1.26M	Buy	19,157 +4,656	+32%	+$305K	0.26%	100
2025 Q3	$949K	Buy	14,501 +166	+1%	+$10.7K	0.22%	110
2025 Q2	$892K	Sell	14,335 -64,007	-82%	-$3.76M	0.17%	130
2025 Q1	$4.66M	Buy	78,342 +71,627	+1,067%	+$4.45M	0.26%	91
2024 Q4	$422K	Buy	+6,715	New	+$431K	0.11%	183

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GWN Securities's IJH Position: Q2 2026 in Review

GWN Securities increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 6.4% in Q2 2026, buying an estimated $90.1K and bringing the position to 20,405 shares worth $1.57M. The position accounts for 0.26% of the portfolio, ranked #100.

GWN Securities first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.66M in Q1 2025. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

GWN Securities held 20,405 shares of iShares Core S&P Mid-Cap ETF worth $1.57M as of Q2 2026.
GWN Securities bought 1,228 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $90.1K.
iShares Core S&P Mid-Cap ETF made up 0.26% of GWN Securities's portfolio in Q2 2026, its #100 holding.
GWN Securities first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
GWN Securities's iShares Core S&P Mid-Cap ETF position peaked at $4.66M in Q1 2025.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.