Diversified Portfolios Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Diversified Portfolios Inc’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	$2.64M	Sell	39,163 -1,985	-5%	-$138K	0.22%	63
2025 Q4	$2.72M	Sell	41,148 -220	-0.5%	-$14.4K	0.23%	60
2025 Q3	$2.7M	Buy	41,368 +519	+1%	+$33.4K	0.24%	60
2025 Q2	$2.53M	Buy	40,849 +249	+0.6%	+$14.6K	0.24%	59
2025 Q1	$2.37M	Sell	40,600 -350	-0.9%	-$21.7K	0.25%	57
2024 Q4	$2.55M	Sell	40,950 -170	-0.4%	-$10.9K	0.28%	56
2024 Q3	$2.56M	Sell	41,120 -4,255	-9%	-$257K	0.29%	55
2024 Q2	$2.66M	Sell	45,375 -75	-0.2%	-$4.41K	0.35%	47
2024 Q1	$2.76M	Buy	45,450 +1,755	+4%	+$99.4K	0.39%	46
2023 Q4	$2.42M	Buy	43,695 +8,380	+24%	+$425K	0.38%	43
2023 Q3	$1.76M	Sell	35,315 -145	-0.4%	-$7.6K	0.33%	45
2023 Q2	$1.85M	Buy	35,460 +1,485	+4%	+$73.8K	0.37%	43
2023 Q1	$1.7M	Buy	+33,975	New	+$1.73M	0.38%	40

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

Diversified Portfolios Inc's IJH Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.8% in Q1 2026, selling an estimated $138K and leaving 39,163 shares worth $2.64M. The position accounts for 0.22% of the portfolio, ranked #63.

Diversified Portfolios Inc first reported a position in IJH in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.76M in Q1 2024. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Diversified Portfolios Inc held 39,163 shares of iShares Core S&P Mid-Cap ETF worth $2.64M as of Q1 2026.
Diversified Portfolios Inc sold 1,985 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $138K.
iShares Core S&P Mid-Cap ETF made up 0.22% of Diversified Portfolios Inc's portfolio in Q1 2026, its #63 holding.
Diversified Portfolios Inc first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Diversified Portfolios Inc's iShares Core S&P Mid-Cap ETF position peaked at $2.76M in Q1 2024.
2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.