D.J. St. Germain’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

D.J. St. Germain’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	$520K	Buy	6,740 +585	+10%	+$42.9K	0.02%	222
2026 Q1	$416K	Buy	6,155 +1,767	+40%	+$123K	0.02%	227
2025 Q4	$290K	Hold	4,388	–	–	0.01%	270
2025 Q3	$286K	Hold	4,388	–	–	0.01%	273
2025 Q2	$272K	Sell	4,388 -147	-3%	-$8.63K	0.01%	266
2025 Q1	$265K	Sell	4,535 -666	-13%	-$41.4K	0.01%	252
2024 Q4	$324K	Sell	5,201 -257	-5%	-$16.5K	0.01%	253
2024 Q3	$340K	Sell	5,458 -546	-9%	-$32.9K	0.02%	230
2024 Q2	$351K	Buy	6,004 +324	+6%	+$19K	0.02%	224
2024 Q1	$345K	Sell	5,680 -40	-0.7%	-$2.27K	0.02%	227
2023 Q4	$317K	Buy	5,720 +2,185	+62%	+$111K	0.02%	228
2023 Q3	$176K	Hold	3,535	–	–	0.01%	257
2023 Q2	$185K	Buy	+3,535	New	+$176K	0.01%	255
2022 Q4	$2.9K	Buy	+60	New	+$2.9K	﹤0.01%	331
2022 Q2	–	Sell	-3,925	Closed	-$211K	–	236
2022 Q1	$211K	Sell	3,925 -110	-3%	-$5.86K	0.01%	231
2021 Q4	$228K	Sell	4,035 -580	-13%	-$32.3K	0.01%	231
2021 Q3	$243K	Buy	4,615 +10	+0.2%	+$538	0.02%	219
2021 Q2	$248K	Sell	4,605 -175	-4%	-$9.45K	0.02%	219
2021 Q1	$249K	Sell	4,780 -65	-1%	-$3.25K	0.02%	210
2020 Q4	$223K	Buy	+4,845	New	+$204K	0.02%	218
2018 Q4	–	Sell	-5,720	Closed	-$230K	–	178
2018 Q3	$230K	Sell	5,720 -700	-11%	-$28.1K	0.03%	163
2018 Q2	$250K	Buy	+6,420	New	+$248K	0.03%	153
2018 Q1	–	Sell	-5,395	Closed	-$205K	–	163
2017 Q4	$205K	Buy	+5,395	New	+$200K	0.02%	148

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

D.J. St. Germain's IJH Position: Q2 2026 in Review

D.J. St. Germain increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.5% in Q2 2026, buying an estimated $42.9K and bringing the position to 6,740 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #222.

D.J. St. Germain first reported a position in IJH in Q4 2017 and has held it in 23 quarters since. 880 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

D.J. St. Germain held 6,740 shares of iShares Core S&P Mid-Cap ETF worth $520K as of Q2 2026.
D.J. St. Germain bought 585 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $42.9K.
iShares Core S&P Mid-Cap ETF made up 0.02% of D.J. St. Germain's portfolio in Q2 2026, its #222 holding.
D.J. St. Germain first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 23 quarters since.
880 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.