Dale Q Rice Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dale Q Rice Investment 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 Q2	$2.31M	Sell	29,934 -1,068	-3%	-$78.4K	1.25%	13
2026 Q1	$2.09M	Buy	31,002 +835	+3%	+$57.9K	1.59%	11
2025 Q4	$1.99M	Sell	30,167 -2,099	-7%	-$137K	1.43%	12
2025 Q3	$2.1M	Sell	32,266 -677	-2%	-$43.5K	1.48%	12
2025 Q2	$2.07M	Sell	32,943 -35,319	-52%	-$2.07M	1.72%	11
2025 Q1	$3.98M	Sell	68,262 -2,438	-3%	-$151K	2.06%	11
2024 Q4	$4.41M	Buy	+70,700	New	+$4.53M	1.94%	10

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dale Q Rice Investment Management's IJH Position: Q2 2026 in Review

Dale Q Rice Investment Management reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 3.4% in Q2 2026, selling an estimated $78.4K and leaving 29,934 shares worth $2.31M. The position accounts for 1.25% of the portfolio, ranked #13.

Dale Q Rice Investment Management first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.41M in Q4 2024. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Dale Q Rice Investment Management held 29,934 shares of iShares Core S&P Mid-Cap ETF worth $2.31M as of Q2 2026.
Dale Q Rice Investment Management sold 1,068 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $78.4K.
iShares Core S&P Mid-Cap ETF made up 1.25% of Dale Q Rice Investment Management's portfolio in Q2 2026, its #13 holding.
Dale Q Rice Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Dale Q Rice Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $4.41M in Q4 2024.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Dale Q Rice Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.