Dala Group
IJH icon

Dala Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dala Group’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 		$306K Buy
4,253
+329
+8% +$24.8K 0.23% 53
2026
Q2 		$303K Hold
3,924
– – 0.25% 54
2026
Q1 		$265K Hold
3,924
– – 0.22% 64
2025
Q4 		$259K Buy
+3,924
New +$257K 0.22% 62

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

Dala Group's IJH Position: Q3 2026 in Review

Dala Group increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.4% in Q3 2026, buying an estimated $24.8K and bringing the position to 4,253 shares worth $306K. The position accounts for 0.23% of the portfolio, ranked #53.

Dala Group first reported a position in IJH in Q4 2025 and has held it in 4 quarters since. 1,330 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Dala Group held 4,253 shares of iShares Core S&P Mid-Cap ETF worth $306K as of Q3 2026.
  • Dala Group bought 329 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $24.8K.
  • iShares Core S&P Mid-Cap ETF made up 0.23% of Dala Group's portfolio in Q3 2026, its #53 holding.
  • Dala Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,330 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.