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

Dentgroup’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
2025 Q4	$6.84M	Sell	103,674 -6,489	-6%	-$425K	4.7%	4
2025 Q3	$7.19M	Sell	110,163 -63,052	-36%	-$4.05M	4.65%	4
2025 Q2	$10.7M	Buy	173,215 +13,360	+8%	+$784K	7.45%	1
2025 Q1	$9.33M	Buy	159,855 +11,156	+8%	+$693K	6.99%	1
2024 Q4	$9.27M	Buy	148,699 +19,258	+15%	+$1.24M	7.08%	1
2024 Q3	$8.07M	Buy	129,441 +34,320	+36%	+$2.07M	6.03%	2
2024 Q2	$5.57M	Buy	+95,121	New	+$5.59M	4.49%	5
2023 Q4	–	Sell	-14,800	Closed	-$738K	–	88
2023 Q3	$738K	Buy	14,800 +5,600	+61%	+$293K	0.54%	49
2023 Q2	$481K	Buy	9,200 +5	+0.1%	+$248	0.35%	70
2023 Q1	$460K	Buy	9,195 +5	+0.1%	+$255	0.37%	69
2022 Q4	$444K	Buy	9,190 +1,785	+24%	+$86.2K	0.38%	62
2022 Q3	$334K	Buy	7,405 +10	+0.1%	+$483	0.34%	67
2022 Q2	$335K	Sell	7,395 -3,375	-31%	-$167K	0.37%	64
2022 Q1	$578K	Buy	10,770 +1,495	+16%	+$79.6K	0.56%	45
2021 Q4	$525K	Buy	+9,275	New	+$516K	0.5%	50

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dentgroup's IJH Position: Q4 2025 in Review

Dentgroup reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 5.9% in Q4 2025, selling an estimated $425K and leaving 103,674 shares worth $6.84M. The position accounts for 4.7% of the portfolio, ranked #4.

Dentgroup first reported a position in IJH in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.7M in Q2 2025. 2,636 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Dentgroup held 103,674 shares of iShares Core S&P Mid-Cap ETF worth $6.84M as of Q4 2025.
Dentgroup sold 6,489 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $425K.
iShares Core S&P Mid-Cap ETF made up 4.7% of Dentgroup's portfolio in Q4 2025, its #4 holding.
Dentgroup first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
Dentgroup's iShares Core S&P Mid-Cap ETF position peaked at $10.7M in Q2 2025.
2,636 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.