DDD Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

DDD Partners’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	$515K	Sell	7,157 -1,508	-17%	-$114K	0.03%	123
2026 Q2	$668K	Buy	8,665 +1	+0%	+$73	0.04%	94
2026 Q1	$585K	Sell	8,664 -1,074	-11%	-$74.5K	0.04%	87
2025 Q4	$643K	Buy	9,738 +948	+11%	+$62.1K	0.04%	86
2025 Q3	$574K	Buy	8,790 +1,642	+23%	+$106K	0.04%	90
2025 Q2	$443K	Buy	7,148 +2	+0%	+$117	0.05%	85
2025 Q1	$417K	Sell	7,146 -64	-0.9%	-$3.97K	0.05%	77
2024 Q4	$449K	Buy	7,210 +67	+0.9%	+$4.3K	0.06%	73
2024 Q3	$445K	Buy	7,143 +2	+0%	+$121	0.05%	74
2024 Q2	$418K	Buy	7,141 +2	+0%	+$117	0.05%	75
2024 Q1	$434K	Sell	7,139 -1	-0%	-$57	0.05%	71
2023 Q4	$396K	Sell	7,140 -635	-8%	-$32.2K	0.05%	68
2023 Q3	$381K	Hold	7,775	–	–	0.06%	70
2023 Q2	$407K	Buy	7,775 +5	+0.1%	+$248	0.06%	69
2023 Q1	$389K	Hold	7,770	–	–	0.06%	62
2022 Q4	$376K	Buy	7,770 +5	+0.1%	+$242	0.06%	58
2022 Q3	$341K	Hold	7,765	–	–	0.06%	65
2022 Q2	$351K	Hold	7,765	–	–	0.06%	66
2022 Q1	$417K	Buy	7,765 +5	+0.1%	+$266	0.06%	62
2021 Q4	$439K	Buy	+7,760	New	+$432K	0.06%	66

Other funds holding IJH

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

BLB&B Advisors Montgomeryville, Pennsylvania $2.78B AUM 18.83% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DDD Partners's IJH Position: Q3 2026 in Review

DDD Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 17% in Q3 2026, selling an estimated $114K and leaving 7,157 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #123.

DDD Partners first reported a position in IJH in Q4 2021 and has held it in 20 quarters since. The position peaked at $668K in Q2 2026. 1,600 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

DDD Partners held 7,157 shares of iShares Core S&P Mid-Cap ETF worth $515K as of Q3 2026.
DDD Partners sold 1,508 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $114K.
iShares Core S&P Mid-Cap ETF made up 0.03% of DDD Partners's portfolio in Q3 2026, its #123 holding.
DDD Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
DDD Partners's iShares Core S&P Mid-Cap ETF position peaked at $668K in Q2 2026.
1,600 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.