IJH — ISHARES S&P MIDCAP FUND

Ownership history in Graypoint LLC · 22 quarters on record

This page tracks every 13F SEC filing in which Graypoint LLC reported a position in ISHARES S&P MIDCAP FUND (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

2.93% (2022 Q1)

Avg. % of fund

2.2%

First filed

2020 Q1

Last filed

2025 Q2

Quarters held

22

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q2	REDUCED	654,440	-26,428	-3.9%	2.28%	$40.6M	$61.37
2025 Q1	ADDED	680,868	+41,738	+6.5%	2.48%	$39.7M	$57.56
2024 Q4	ADDED	639,130	+38,608	+6.4%	2.41%	$39.8M	$61.30
2024 Q3	ADDED	600,522	+16,320	+2.8%	2.40%	$37.4M	$61.06

% of Fund (quarterly) IJH price (monthly, adj. close)

Other funds also holding IJH

As of 2025 Q4 — sorted by position size

Holland Advisory Services, Inc. 3Y 23.85% New England Professional Planning Group Inc. 3Y 7Y 18.17% LTG Capital LLC 3Y 17.92% Chandler Asset Management, Inc. 3Y 15.41% TRUEFG, LLC 3Y 14.7% INSTRUMENTAL WEALTH, LLC 14.43% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 13.61% Platt Investment Counsel, LLC 3Y 13.47% Urban Financial Advisory Corp 12.71% Lee Financial Co 3Y 7Y 12.43%

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