DF Dent & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

DF Dent & Co’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	–	Sell	-9,750	Closed	-$644K	–	268
2025 Q4	$644K	Buy	+9,750	New	+$639K	0.01%	191
2025 Q2	–	Sell	-9,750	Closed	-$569K	–	259
2025 Q1	$569K	Buy	+9,750	New	+$605K	0.01%	193
2022 Q4	–	Sell	-9,750	Closed	-$428K	–	246
2022 Q3	$428K	Buy	+9,750	New	+$471K	0.01%	190
2022 Q1	–	Sell	-21,250	Closed	-$1.2M	–	260
2021 Q4	$1.2M	Buy	+21,250	New	+$1.18M	0.01%	141
2021 Q2	–	Sell	-20,705	Closed	-$1.08M	–	242
2021 Q1	$1.08M	Buy	+20,705	New	+$1.03M	0.01%	137
2020 Q4	–	Sell	-23,080	Closed	-$855K	–	224
2020 Q3	$855K	Buy	+23,080	New	+$863K	0.01%	137
2020 Q2	–	Sell	-31,670	Closed	-$911K	–	200
2020 Q1	$911K	Buy	31,670 +2,500	+9%	+$92.9K	0.02%	129
2019 Q4	$1.2M	Hold	29,170	–	–	0.02%	134
2019 Q3	$1.13M	Hold	29,170	–	–	0.02%	133
2019 Q2	$1.13M	Hold	29,170	–	–	0.02%	138
2019 Q1	$1.1M	Hold	29,170	–	–	0.02%	144
2018 Q4	$969K	Sell	29,170 -1,550	-5%	-$56.6K	0.02%	144
2018 Q3	$1.24M	Buy	30,720 +1,550	+5%	+$62.3K	0.03%	143
2018 Q2	$1.14M	Hold	29,170	–	–	0.03%	142
2018 Q1	$1.09M	Hold	29,170	–	–	0.03%	140
2017 Q4	$1.11M	Hold	29,170	–	–	0.03%	103
2017 Q3	$1.04M	Hold	29,170	–	–	0.03%	95
2017 Q2	$1.01M	Buy	+29,170	New	+$1.01M	0.03%	91

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

DF Dent & Co's IJH Position: Q1 2026 in Review

DF Dent & Co sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2026, closing a stake of 9,750 shares — an estimated $644K sold.

DF Dent & Co first reported a position in IJH in Q2 2017 and held it in 18 quarters. The position peaked at $1.24M in Q3 2018. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

DF Dent & Co reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
DF Dent & Co sold 9,750 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $644K.
DF Dent & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and held it in 18 quarters.
DF Dent & Co's iShares Core S&P Mid-Cap ETF position peaked at $1.24M in Q3 2018.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.