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Dakota Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dakota Wealth Management’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
Q1 		$3.8M Sell
56,327
-429
-0.8% -$29.8K 0.08% 202
2025
Q4 		$3.75M Sell
56,756
-3,707
-6% -$243K 0.07% 209
2025
Q3 		$3.95M Sell
60,463
-1,963
-3% -$126K 0.08% 177
2025
Q2 		$3.87M Sell
62,426
-27,804
-31% -$1.63M 0.08% 187
2025
Q1 		$5.26M Sell
90,230
-213
-0.2% -$13.2K 0.12% 147
2024
Q4 		$5.64M Buy
90,443
+25
+0% +$1.6K 0.13% 143
2024
Q3 		$5.63M Sell
90,418
-631
-0.7% -$38.1K 0.13% 147
2024
Q2 		$5.33M Sell
91,049
-3,881
-4% -$228K 0.13% 151
2024
Q1 		$5.77M Sell
94,930
-45,420
-32% -$2.57M 0.14% 144
2023
Q4 		$7.78M Buy
140,350
+53,665
+62% +$2.72M 0.3% 88
2023
Q3 		$4.32M Buy
86,685
+64,135
+284% +$3.36M 0.19% 122
2023
Q2 		$1.18M Buy
22,550
+1,495
+7% +$74.3K 0.06% 234
2023
Q1 		$1.05M Sell
21,055
-1,585
-7% -$80.8K 0.07% 227
2022
Q4 		$1.1M Buy
22,640
+4,315
+24% +$208K 0.08% 212
2022
Q3 		$804K Buy
18,325
+2,145
+13% +$104K 0.07% 245
2022
Q2 		$732K Buy
16,180
+5,575
+53% +$275K 0.07% 226
2022
Q1 		$569K Buy
+10,605
New +$565K 0.05% 266
2018
Q4 		– Sell
-5,015
Closed -$202K – 287
2018
Q3 		$202K Buy
+5,015
New +$202K 0.05% 255

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dakota Wealth Management's IJH Position: Q1 2026 in Review

Dakota Wealth Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.76% in Q1 2026, selling an estimated $29.8K and leaving 56,327 shares worth $3.8M. The position accounts for 0.08% of the portfolio, ranked #202.

Dakota Wealth Management first reported a position in IJH in Q3 2018 and has held it in 18 quarters since. The position peaked at $7.78M in Q4 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Dakota Wealth Management held 56,327 shares of iShares Core S&P Mid-Cap ETF worth $3.8M as of Q1 2026.
  • Dakota Wealth Management sold 429 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $29.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Dakota Wealth Management's portfolio in Q1 2026, its #202 holding.
  • Dakota Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 18 quarters since.
  • Dakota Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $7.78M in Q4 2023.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.