Disciplined Investments’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Disciplined Investments’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	$1.43M	Sell	18,587 -1,433	-7%	-$105K	0.46%	49
2026 Q1	$1.35M	Buy	20,020 +36	+0.2%	+$2.5K	0.49%	50
2025 Q4	$1.32M	Sell	19,984 -85	-0.4%	-$5.57K	0.51%	50
2025 Q3	$1.31M	Sell	20,069 -281	-1%	-$18.1K	0.52%	49
2025 Q2	$1.26M	Sell	20,350 -805	-4%	-$47.3K	0.53%	49
2025 Q1	$1.23M	Sell	21,155 -138	-0.6%	-$8.57K	0.57%	49
2024 Q4	$1.33M	Buy	21,293 +181	+0.9%	+$11.6K	0.65%	46
2024 Q3	$1.32M	Buy	21,112 +768	+4%	+$46.3K	0.65%	48
2024 Q2	$1.19M	Sell	20,344 -490	-2%	-$28.8K	0.63%	47
2024 Q1	$1.27M	Sell	20,834 -651	-3%	-$36.9K	0.69%	43
2023 Q4	$1.19M	Hold	21,485	–	–	0.7%	46
2023 Q3	$1.07M	Buy	21,485 +80	+0.4%	+$4.19K	0.65%	49
2023 Q2	$1.12M	Sell	21,405 -2,990	-12%	-$149K	0.6%	49
2023 Q1	$1.22M	Sell	24,395 -1,170	-5%	-$59.6K	0.51%	55
2022 Q4	$1.24M	Sell	25,565 -40	-0.2%	-$1.93K	0.6%	46
2022 Q3	$1.12M	Buy	25,605 +195	+0.8%	+$9.43K	0.52%	50
2022 Q2	$1.15M	Sell	25,410 -620	-2%	-$30.6K	0.52%	52
2022 Q1	$1.4M	Buy	26,030 +3,640	+16%	+$194K	0.58%	46
2021 Q4	$1.27M	Sell	22,390 -20	-0.1%	-$1.11K	0.56%	48
2021 Q3	$1.18M	Sell	22,410 -455	-2%	-$24.5K	0.57%	47
2021 Q2	$1.23M	Buy	22,865 +1,665	+8%	+$89.9K	0.63%	45
2021 Q1	$1.1M	Sell	21,200 -4,350	-17%	-$217K	0.65%	45
2020 Q4	$1.18M	Sell	25,550 -465	-2%	-$19.6K	0.78%	39
2020 Q3	$964K	Sell	26,015 -3,245	-11%	-$121K	0.71%	41
2020 Q2	$1.04M	Sell	29,260 -685	-2%	-$22.7K	0.81%	37
2020 Q1	$862K	Buy	29,945 +1,435	+5%	+$53.4K	0.82%	39
2019 Q4	$1.17M	Buy	+28,510	New	+$1.13M	0.99%	26

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Disciplined Investments's IJH Position: Q2 2026 in Review

Disciplined Investments reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.2% in Q2 2026, selling an estimated $105K and leaving 18,587 shares worth $1.43M. The position accounts for 0.46% of the portfolio, ranked #49.

Disciplined Investments first reported a position in IJH in Q4 2019 and has held it in 27 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Disciplined Investments held 18,587 shares of iShares Core S&P Mid-Cap ETF worth $1.43M as of Q2 2026.
Disciplined Investments sold 1,433 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $105K.
iShares Core S&P Mid-Cap ETF made up 0.46% of Disciplined Investments's portfolio in Q2 2026, its #49 holding.
Disciplined Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.