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

Dodds 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	$1.37M	Buy	17,714 +107	+0.6%	+$7.85K	0.31%	23
2026 Q1	$1.19M	Sell	17,607 -2,216	-11%	-$154K	0.29%	24
2025 Q4	$1.31M	Sell	19,823 -2,164	-10%	-$142K	0.32%	23
2025 Q3	$1.43M	Sell	21,987 -206	-0.9%	-$13.2K	0.36%	22
2025 Q2	$1.38M	Sell	22,193 -274	-1%	-$16.1K	0.37%	21
2025 Q1	$1.31M	Sell	22,467 -1,445	-6%	-$89.7K	0.43%	24
2024 Q4	$1.57M	Buy	23,912 +1,820	+8%	+$117K	0.5%	23
2024 Q3	$1.37M	Buy	22,092 +853	+4%	+$51.4K	0.46%	23
2024 Q2	$1.23M	Sell	21,239 -1,012	-5%	-$59.5K	0.48%	21
2024 Q1	$1.35M	Buy	22,251 +2,646	+13%	+$150K	0.55%	20
2023 Q4	$1.09M	Buy	+19,605	New	+$994K	0.56%	23

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

Dodds Wealth's IJH Position: Q2 2026 in Review

Dodds Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.61% in Q2 2026, buying an estimated $7.85K and bringing the position to 17,714 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #23.

Dodds Wealth first reported a position in IJH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2024. 2,726 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Dodds Wealth held 17,714 shares of iShares Core S&P Mid-Cap ETF worth $1.37M as of Q2 2026.
Dodds Wealth bought 107 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $7.85K.
iShares Core S&P Mid-Cap ETF made up 0.31% of Dodds Wealth's portfolio in Q2 2026, its #23 holding.
Dodds Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Dodds Wealth's iShares Core S&P Mid-Cap ETF position peaked at $1.57M in Q4 2024.
2,726 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.