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 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 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

DHJJ Financial Advisors's IJH Position: Q1 2026 in Review

DHJJ Financial Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.8% in Q1 2026, selling an estimated $370K and leaving 288,150 shares worth $19.5M. The position accounts for 6.45% of the portfolio, ranked #2.

DHJJ Financial Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $19.9M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

DHJJ Financial Advisors held 288,150 shares of iShares Core S&P Mid-Cap ETF worth $19.5M as of Q1 2026.
DHJJ Financial Advisors sold 5,333 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $370K.
iShares Core S&P Mid-Cap ETF made up 6.45% of DHJJ Financial Advisors's portfolio in Q1 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 22 quarters since.
DHJJ Financial Advisors's iShares Core S&P Mid-Cap ETF position peaked at $19.9M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.