Dimension Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dimension Capital 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 Q1	$365K	Hold	5,400	–	–	0.05%	94
2025 Q4	$356K	Hold	5,400	–	–	0.05%	90
2025 Q3	$352K	Hold	5,400	–	–	0.05%	89
2025 Q2	$335K	Hold	5,400	–	–	0.05%	90
2025 Q1	$315K	Hold	5,400	–	–	0.06%	86
2024 Q4	$336K	Sell	5,400 -3,420	-39%	-$219K	0.05%	85
2024 Q3	$550K	Hold	8,820	–	–	0.1%	65
2024 Q2	$516K	Hold	8,820	–	–	0.11%	64
2024 Q1	$536K	Hold	8,820	–	–	0.11%	64
2023 Q4	$489K	Sell	8,820 -1,275	-13%	-$64.7K	0.1%	65
2023 Q3	$503K	Buy	10,095 +45	+0.4%	+$2.36K	0.12%	51
2023 Q2	$526K	Hold	10,050	–	–	0.11%	54
2023 Q1	$503K	Hold	10,050	–	–	0.12%	59
2022 Q4	$486K	Hold	10,050	–	–	0.11%	60
2022 Q3	$441K	Hold	10,050	–	–	0.11%	68
2022 Q2	$454K	Hold	10,050	–	–	0.1%	67
2022 Q1	$539K	Hold	10,050	–	–	0.1%	64
2021 Q4	$569K	Hold	10,050	–	–	0.11%	64
2021 Q3	$529K	Hold	10,050	–	–	0.11%	66
2021 Q2	$540K	Hold	10,050	–	–	0.12%	64
2021 Q1	$523K	Hold	10,050	–	–	0.12%	68
2020 Q4	$462K	Hold	10,050	–	–	0.13%	61
2020 Q3	$372K	Hold	10,050	–	–	0.12%	71
2020 Q2	$357K	Hold	10,050	–	–	0.11%	75
2020 Q1	$289K	Hold	10,050	–	–	0.11%	75
2019 Q4	$413K	Hold	10,050	–	–	0.12%	77
2019 Q3	$388K	Hold	10,050	–	–	0.13%	72
2019 Q2	$390K	Hold	10,050	–	–	0.13%	74
2019 Q1	$381K	Hold	10,050	–	–	0.16%	68
2018 Q4	$334K	Hold	10,050	–	–	0.16%	65
2018 Q3	$405K	Hold	10,050	–	–	0.19%	63
2018 Q2	$392K	Sell	10,050 -1,150	-10%	-$44.4K	0.22%	58
2018 Q1	$420K	Hold	11,200	–	–	0.23%	60
2017 Q4	$425K	Sell	11,200 -6,255	-36%	-$231K	0.27%	57
2017 Q3	$625K	Hold	17,455	–	–	0.2%	44
2017 Q2	$607K	Buy	+17,455	New	+$603K	0.2%	45

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

Dimension Capital Management's IJH Position: Q1 2026 in Review

Dimension Capital Management held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 5,400 shares worth $365K. The position accounts for 0.05% of the portfolio, ranked #94.

Dimension Capital Management first reported a position in IJH in Q2 2017 and has held it in 36 quarters since. The position peaked at $625K in Q3 2017. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Dimension Capital Management held 5,400 shares of iShares Core S&P Mid-Cap ETF worth $365K as of Q1 2026.
Dimension Capital Management left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of Dimension Capital Management's portfolio in Q1 2026, its #94 holding.
Dimension Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
Dimension Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $625K in Q3 2017.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Dimension Capital Management's 13F filing for Q1 2026, filed 15 May 2026.