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 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 $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

Disciplined Investments's IJH Position: Q1 2026 in Review

Disciplined Investments increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.18% in Q1 2026, buying an estimated $2.5K and bringing the position to 20,020 shares worth $1.35M. The position accounts for 0.49% of the portfolio, ranked #50.

Disciplined Investments first reported a position in IJH in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.4M in Q1 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Disciplined Investments held 20,020 shares of iShares Core S&P Mid-Cap ETF worth $1.35M as of Q1 2026.
Disciplined Investments bought 36 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.5K.
iShares Core S&P Mid-Cap ETF made up 0.49% of Disciplined Investments's portfolio in Q1 2026, its #50 holding.
Disciplined Investments first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
Disciplined Investments's iShares Core S&P Mid-Cap ETF position peaked at $1.4M in Q1 2022.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.