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

Darden Wealth 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 Q1	$1.91M	Sell	28,229 -48	-0.2%	-$3.33K	0.97%	20
2025 Q4	$1.87M	Sell	28,277 -1,113	-4%	-$72.9K	0.91%	21
2025 Q3	$1.92M	Buy	29,390 +759	+3%	+$48.8K	1%	18
2025 Q2	$1.78M	Sell	28,631 -1,928	-6%	-$113K	1.07%	16
2025 Q1	$1.78M	Buy	30,559 +41	+0.1%	+$2.55K	1.38%	13
2024 Q4	$1.9M	Sell	30,518 -181	-0.6%	-$11.6K	1.28%	15
2024 Q3	$1.91M	Sell	30,699 -318	-1%	-$19.2K	1.37%	13
2024 Q2	$1.82M	Sell	31,017 -1,613	-5%	-$94.8K	1.09%	15
2024 Q1	$1.98M	Sell	32,630 -575	-2%	-$32.6K	1.55%	11
2023 Q4	$1.84M	Buy	+33,205	New	+$1.68M	1.77%	11

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Darden Wealth Group's IJH Position: Q1 2026 in Review

Darden Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.17% in Q1 2026, selling an estimated $3.33K and leaving 28,229 shares worth $1.91M. The position accounts for 0.97% of the portfolio, ranked #20.

Darden Wealth Group first reported a position in IJH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q1 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Darden Wealth Group held 28,229 shares of iShares Core S&P Mid-Cap ETF worth $1.91M as of Q1 2026.
Darden Wealth Group sold 48 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $3.33K.
iShares Core S&P Mid-Cap ETF made up 0.97% of Darden Wealth Group's portfolio in Q1 2026, its #20 holding.
Darden Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $1.98M in Q1 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.