DecisionPoint Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

DecisionPoint Financial’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	$28.4K	Hold	420	–	–	0.01%	115
2025 Q4	$27.7K	Hold	420	–	–	0.01%	116
2025 Q3	$27.5K	Hold	420	–	–	0.01%	102
2025 Q2	$26.4K	Hold	420	–	–	0.01%	112
2025 Q1	$24.5K	Hold	420	–	–	0.01%	115
2024 Q4	$26.2K	Hold	420	–	–	0.01%	110
2024 Q3	$26.2K	Hold	420	–	–	0.01%	109
2024 Q2	$26K	Hold	420	–	–	0.01%	109
2024 Q1	$24.3K	Hold	420	–	–	0.01%	113
2023 Q4	$23.3K	Hold	420	–	–	0.01%	102
2023 Q3	$20.9K	Hold	420	–	–	0.01%	96
2023 Q2	$22K	Sell	420 -2,220	-84%	-$110K	0.01%	92
2023 Q1	$132K	Buy	2,640 +2,220	+529%	+$113K	0.08%	30
2022 Q4	$20.3K	Buy	+420	New	+$20.3K	0.01%	88

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

DecisionPoint Financial's IJH Position: Q1 2026 in Review

DecisionPoint Financial held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 420 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #115.

DecisionPoint Financial first reported a position in IJH in Q4 2022 and has held it in 14 quarters since. The position peaked at $132K in Q1 2023. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

DecisionPoint Financial held 420 shares of iShares Core S&P Mid-Cap ETF worth $28.4K as of Q1 2026.
DecisionPoint Financial left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #115 holding.
DecisionPoint Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's iShares Core S&P Mid-Cap ETF position peaked at $132K in Q1 2023.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.