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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.64M Buy
128,008
+10,176
+9% +$706K 0.28% 51
2025
Q4
$7.78M Buy
117,832
+10,471
+10% +$686K 0.25% 62
2025
Q3
$7.01M Buy
107,361
+5,513
+5% +$354K 0.22% 61
2025
Q2
$6.32M Buy
101,848
+6,472
+7% +$380K 0.23% 55
2025
Q1
$5.57M Buy
95,376
+60,825
+176% +$3.78M 0.21% 59
2024
Q4
$2.15M Buy
34,551
+4,805
+16% +$308K 0.08% 103
2024
Q3
$1.85M Buy
29,746
+22,945
+337% +$1.38M 0.07% 110
2024
Q2
$398K Buy
+6,801
New +$400K 0.02% 171
2023
Q3
Sell
-5,135
Closed -$268K 230
2023
Q2
$268K Sell
5,135
-575
-10% -$28.6K 0.01% 197
2023
Q1
$286K Buy
5,710
+380
+7% +$19.4K 0.01% 191
2022
Q4
$258K Sell
5,330
-85
-2% -$4.11K 0.01% 207
2022
Q3
$238K Hold
5,415
0.01% 203
2022
Q2
$245K Buy
5,415
+50
+0.9% +$2.47K 0.01% 211
2022
Q1
$288K Sell
5,365
-265
-5% -$14.1K 0.01% 222
2021
Q4
$319K Buy
5,630
+250
+5% +$13.9K 0.01% 229
2021
Q3
$283K Sell
5,380
-550
-9% -$29.6K 0.01% 228
2021
Q2
$319K Buy
5,930
+1,875
+46% +$101K 0.02% 220
2021
Q1
$211K Sell
4,055
-715
-15% -$35.7K 0.01% 234
2020
Q4
$219K Buy
+4,770
New +$201K 0.01% 225
2015
Q1
Sell
-7,185
Closed -$208K 148
2014
Q4
$208K Buy
+7,185
New +$202K 0.03% 142

Other funds holding IJH

Donaldson Capital Management's IJH Position: Q1 2026 in Review

Donaldson Capital Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.6% in Q1 2026, buying an estimated $706K and bringing the position to 128,008 shares worth $8.64M. The position accounts for 0.28% of the portfolio, ranked #51.

Donaldson Capital Management first reported a position in IJH in Q4 2014 and has held it in 20 quarters since. 2,648 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Donaldson Capital Management held 128,008 shares of iShares Core S&P Mid-Cap ETF worth $8.64M as of Q1 2026.
  • Donaldson Capital Management bought 10,176 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $706K.
  • iShares Core S&P Mid-Cap ETF made up 0.28% of Donaldson Capital Management's portfolio in Q1 2026, its #51 holding.
  • Donaldson Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2014 and has held it in 20 quarters since.
  • 2,648 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.