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 Q3	$1.93M	Sell	26,838 -238	-0.9%	-$18K	0.77%	28
2026 Q2	$2.09M	Sell	27,076 -1,153	-4%	-$84.6K	0.83%	25
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 $192B AUM 13.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Darden Wealth Group's IJH Position: Q3 2026 in Review

Darden Wealth Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.88% in Q3 2026, selling an estimated $18K and leaving 26,838 shares worth $1.93M. The position accounts for 0.77% of the portfolio, ranked #28.

Darden Wealth Group first reported a position in IJH in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q2 2026. 2,469 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Darden Wealth Group held 26,838 shares of iShares Core S&P Mid-Cap ETF worth $1.93M as of Q3 2026.
Darden Wealth Group sold 238 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $18K.
iShares Core S&P Mid-Cap ETF made up 0.77% of Darden Wealth Group's portfolio in Q3 2026, its #28 holding.
Darden Wealth Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Darden Wealth Group's iShares Core S&P Mid-Cap ETF position peaked at $2.09M in Q2 2026.
2,469 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.