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

Dogwood Wealth Management’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
2025
Q4 		– Sell
-60
Closed -$3.92K – 791
2025
Q3 		$3.92K Hold
60
– – ﹤0.01% 439
2025
Q2 		$3.81K Buy
+60
New +$3.52K ﹤0.01% 510
2024
Q3 		– Sell
-20
Closed -$1.17K – 595
2024
Q2 		$1.17K Buy
+20
New +$1.18K ﹤0.01% 225

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dogwood Wealth Management's IJH Position: Q4 2025 in Review

Dogwood Wealth Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q4 2025, closing a stake of 60 shares — an estimated $3.92K sold.

Dogwood Wealth Management first reported a position in IJH in Q2 2024 and held it in 3 quarters. The position peaked at $3.92K in Q3 2025. 2,642 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

  • Dogwood Wealth Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 60 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $3.92K.
  • Dogwood Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2024 and held it in 3 quarters.
  • Dogwood Wealth Management's iShares Core S&P Mid-Cap ETF position peaked at $3.92K in Q3 2025.
  • 2,642 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.