DiNuzzo Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

DiNuzzo Private Wealth’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	$306K	Hold	3,965	–	–	0.03%	67
2026 Q1	$268K	Hold	3,965	–	–	0.03%	69
2025 Q4	$262K	Hold	3,965	–	–	0.03%	70
2025 Q3	$258K	Hold	3,965	–	–	0.03%	68
2025 Q2	$246K	Hold	3,965	–	–	0.03%	69
2025 Q1	$231K	Hold	3,965	–	–	0.03%	68
2024 Q4	$247K	Hold	3,965	–	–	0.03%	67
2024 Q3	$247K	Hold	3,965	–	–	0.03%	68
2024 Q2	$232K	Hold	3,965	–	–	0.03%	47
2024 Q1	$241K	Hold	3,965	–	–	0.03%	46
2023 Q4	$220K	Buy	+3,965	New	+$201K	0.03%	45

Other funds holding IJH

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

DiNuzzo Private Wealth's IJH Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,965 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #67.

DiNuzzo Private Wealth first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. 859 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

DiNuzzo Private Wealth held 3,965 shares of iShares Core S&P Mid-Cap ETF worth $306K as of Q2 2026.
DiNuzzo Private Wealth left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.03% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #67 holding.
DiNuzzo Private Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
859 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.