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

Dickmeyer Boyce Financial Management’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
Q3 		– Sell
-2,685
Closed -$207K – 131
2026
Q2 		$207K Buy
+2,685
New +$197K 0.11% 125

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Dickmeyer Boyce Financial Management's IJH Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2026, closing a stake of 2,685 shares — an estimated $207K sold.

Dickmeyer Boyce Financial Management first reported a position in IJH in Q2 2026 and held it in 1 quarter. The position peaked at $207K in Q2 2026. 113 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

  • Dickmeyer Boyce Financial Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Dickmeyer Boyce Financial Management sold 2,685 iShares Core S&P Mid-Cap ETF shares in Q3 2026, an estimated $207K.
  • Dickmeyer Boyce Financial Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2026 and held it in 1 quarter.
  • Dickmeyer Boyce Financial Management's iShares Core S&P Mid-Cap ETF position peaked at $207K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.