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

DHJJ Financial Advisors’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 		$22.1M Sell
287,252
-898
-0.3% -$65.9K 6.38% 2
2026
Q1 		$19.5M Sell
288,150
-5,333
-2% -$370K 6.45% 2
2025
Q4 		$19.4M Sell
293,483
-10,777
-4% -$706K 6.43% 2
2025
Q3 		$19.9M Sell
304,260
-1,359
-0.4% -$87.3K 6.73% 2
2025
Q2 		$19M Buy
305,619
+20
+0% +$1.17K 6.84% 2
2025
Q1 		$17.8M Sell
305,599
-3,455
-1% -$215K 7.18% 2
2024
Q4 		$19.3M Sell
309,054
-6,232
-2% -$400K 7.5% 2
2024
Q3 		$19.6M Sell
315,286
-4,459
-1% -$269K 7.78% 2
2024
Q2 		$18.7M Sell
319,745
-233
-0.1% -$13.7K 7.9% 2
2024
Q1 		$19.4M Sell
319,978
-11,977
-4% -$678K 8.6% 2
2023
Q4 		$18.4M Buy
331,955
+5,040
+2% +$256K 8.6% 2
2023
Q3 		$16.3M Buy
326,915
+2,840
+0.9% +$149K 8.28% 2
2023
Q2 		$16.9M Buy
324,075
+675
+0.2% +$33.5K 8.82% 2
2023
Q1 		$16.2M Sell
323,400
-3,240
-1% -$165K 8.78% 2
2022
Q4 		$15.8M Sell
326,640
-6,640
-2% -$321K 9.06% 2
2022
Q3 		$14.6M Sell
333,280
-525
-0.2% -$25.4K 8.53% 2
2022
Q2 		$15.1M Sell
333,805
-3,695
-1% -$182K 8.44% 2
2022
Q1 		$18.2M Buy
337,500
+6,125
+2% +$326K 8.75% 2
2021
Q4 		$18.8M Buy
331,375
+960
+0.3% +$53.4K 8.8% 2
2021
Q3 		$17.4M Sell
330,415
-1,225
-0.4% -$65.9K 8.99% 2
2021
Q2 		$17.8M Sell
331,640
-4,600
-1% -$248K 9.41% 2
2021
Q1 		$17.5M Sell
336,240
-240
-0.1% -$12K 10.14% 2
2020
Q4 		$15.5M Buy
+336,480
New +$14.2M 9.72% 2

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DHJJ Financial Advisors's IJH Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.31% in Q2 2026, selling an estimated $65.9K and leaving 287,252 shares worth $22.1M. The position accounts for 6.38% of the portfolio, ranked #2.

DHJJ Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 23 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • DHJJ Financial Advisors held 287,252 shares of iShares Core S&P Mid-Cap ETF worth $22.1M as of Q2 2026.
  • DHJJ Financial Advisors sold 898 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $65.9K.
  • iShares Core S&P Mid-Cap ETF made up 6.38% of DHJJ Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • DHJJ Financial Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.