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 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

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

DDD Partners's IJH Position: Q2 2026 in Review

DDD Partners increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.01% in Q2 2026, buying an estimated $73 and bringing the position to 8,665 shares worth $668K. The position accounts for 0.04% of the portfolio, ranked #94.

DDD Partners first reported a position in IJH in Q4 2021 and has held it in 19 quarters since. 2,745 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

DDD Partners held 8,665 shares of iShares Core S&P Mid-Cap ETF worth $668K as of Q2 2026.
DDD Partners bought 1 iShares Core S&P Mid-Cap ETF share in Q2 2026, an estimated $73.
iShares Core S&P Mid-Cap ETF made up 0.04% of DDD Partners's portfolio in Q2 2026, its #94 holding.
DDD Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,745 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.