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 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

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

DDD Partners's IJH Position: Q1 2026 in Review

DDD Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 11% in Q1 2026, selling an estimated $74.5K and leaving 8,664 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #87.

DDD Partners first reported a position in IJH in Q4 2021 and has held it in 18 quarters since. The position peaked at $643K in Q4 2025. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

DDD Partners held 8,664 shares of iShares Core S&P Mid-Cap ETF worth $585K as of Q1 2026.
DDD Partners sold 1,074 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $74.5K.
iShares Core S&P Mid-Cap ETF made up 0.04% of DDD Partners's portfolio in Q1 2026, its #87 holding.
DDD Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
DDD Partners's iShares Core S&P Mid-Cap ETF position peaked at $643K in Q4 2025.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on DDD Partners's 13F filing for Q1 2026, filed 28 Apr 2026.