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DAGCO Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

DAGCO Inc’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
Q3 		$742K Hold
10,313
– – 0.13% 68
2026
Q2 		$795K Hold
10,313
– – 0.15% 65
2026
Q1 		$696K Sell
10,313
-175
-2% -$12.1K 0.15% 64
2025
Q4 		$692K Hold
10,488
– – 0.16% 62
2025
Q3 		$684K Buy
10,488
+1
+0% +$64 0.17% 57
2025
Q2 		$650K Buy
10,487
+2
+0% +$117 0.18% 59
2025
Q1 		$612K Sell
10,485
-575
-5% -$35.7K 0.2% 57
2024
Q4 		$689K Buy
11,060
+3,595
+48% +$231K 0.23% 54
2024
Q3 		$465K Sell
7,465
-250
-3% -$15.1K 0.19% 58
2024
Q2 		$451K Hold
7,715
– – 0.2% 60
2024
Q1 		$469K Buy
7,715
+6,765
+712% +$383K 0.21% 55
2023
Q4 		$52.7K Sell
950
-117,575
-99% -$5.96M 0.05% 117
2023
Q3 		$1.34M Buy
118,525
+110,385
+1,356% +$5.78M 0.69% 37
2023
Q2 		$426K Sell
8,140
-100
-1% -$4.97K 0.21% 63
2023
Q1 		$412K Sell
8,240
-100
-1% -$5.1K 0.22% 68
2022
Q4 		$403K Sell
8,340
-375
-4% -$18.1K 0.24% 69
2022
Q3 		$382K Sell
8,715
-25
-0.3% -$1.21K 0.24% 73
2022
Q2 		$395K Hold
8,740
– – 0.2% 78
2022
Q1 		$467K Sell
8,740
-50
-0.6% -$2.66K 0.21% 77
2021
Q4 		$498K Hold
8,790
– – 0.2% 83
2021
Q3 		$462K Sell
8,790
-675
-7% -$36.3K 0.2% 79
2021
Q2 		$509K Sell
9,465
-125
-1% -$6.75K 0.23% 78
2021
Q1 		$499K Hold
9,590
– – 0.25% 80
2020
Q4 		$441K Sell
9,590
-825
-8% -$34.8K 0.24% 81
2020
Q3 		$386K Sell
10,415
-77,785
-88% -$2.91M 0.26% 82
2020
Q2 		$3.14M Buy
88,200
+5,365
+6% +$178K 3.15% 3
2020
Q1 		$2.38M Sell
82,835
-4,700
-5% -$175K 2.59% 8
2019
Q4 		$3.6M Buy
87,535
+4,600
+6% +$182K 3.19% 4
2019
Q3 		$3.2M Buy
82,935
+5,135
+7% +$197K 3.21% 3
2019
Q2 		$3.02M Sell
77,800
-175
-0.2% -$6.71K 3.18% 3
2019
Q1 		$2.95M Sell
77,975
-1,825
-2% -$67.4K 3.18% 3
2018
Q4 		$2.65M Buy
+79,800
New +$2.91M 3.29% 2

Other funds holding IJH

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
BLB&B Advisors
BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return
Cahaba Wealth Management
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sigma Investment Counselors
Sigma Investment Counselors Northville, Michigan $2.14B AUM 11.72% 1-Year Est. Return
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.16B AUM 24.97% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

DAGCO Inc's IJH Position: Q3 2026 in Review

DAGCO Inc held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 10,313 shares worth $742K. The position accounts for 0.13% of the portfolio, ranked #68.

DAGCO Inc first reported a position in IJH in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.6M in Q4 2019. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • DAGCO Inc held 10,313 shares of iShares Core S&P Mid-Cap ETF worth $742K as of Q3 2026.
  • DAGCO Inc left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.13% of DAGCO Inc's portfolio in Q3 2026, its #68 holding.
  • DAGCO Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • DAGCO Inc's iShares Core S&P Mid-Cap ETF position peaked at $3.6M in Q4 2019.
  • 1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on DAGCO Inc's 13F filing for Q3 2026, filed 20 Oct 2026.