Dixon Mitchell Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dixon Mitchell Investment Counsel’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	$67.5K	Sell	875 -875	-50%	-$64.2K	﹤0.01%	115
2026 Q1	$118K	Hold	1,750	–	–	﹤0.01%	106
2025 Q4	$116K	Hold	1,750	–	–	﹤0.01%	101
2025 Q3	$114K	Hold	1,750	–	–	﹤0.01%	59
2025 Q2	$109K	Hold	1,750	–	–	﹤0.01%	55
2025 Q1	$102K	Hold	1,750	–	–	﹤0.01%	57
2024 Q4	$109K	Hold	1,750	–	–	0.01%	58
2024 Q3	$109K	Hold	1,750	–	–	0.01%	59
2024 Q2	$102K	Hold	1,750	–	–	0.01%	62
2024 Q1	$106K	Buy	+1,750	New	+$99.1K	0.01%	64

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

Dixon Mitchell Investment Counsel's IJH Position: Q2 2026 in Review

Dixon Mitchell Investment Counsel reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 50% in Q2 2026, selling an estimated $64.2K and leaving 875 shares worth $67.5K. The position accounts for ﹤0.01% of the portfolio, ranked #115.

Dixon Mitchell Investment Counsel first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $118K in Q1 2026. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Dixon Mitchell Investment Counsel held 875 shares of iShares Core S&P Mid-Cap ETF worth $67.5K as of Q2 2026.
Dixon Mitchell Investment Counsel sold 875 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $64.2K.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Dixon Mitchell Investment Counsel's portfolio in Q2 2026, its #115 holding.
Dixon Mitchell Investment Counsel first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Dixon Mitchell Investment Counsel's iShares Core S&P Mid-Cap ETF position peaked at $118K in Q1 2026.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.