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

Dopkins 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
2026 Q2	$504K	Hold	6,535	–	–	0.18%	56
2026 Q1	$441K	Hold	6,535	–	–	0.18%	56
2025 Q4	$431K	Hold	6,535	–	–	0.18%	54
2025 Q3	$426K	Hold	6,535	–	–	0.18%	55
2025 Q2	$405K	Hold	6,535	–	–	0.18%	56
2025 Q1	$381K	Hold	6,535	–	–	0.19%	57
2024 Q4	$407K	Buy	6,535 +285	+5%	+$18.3K	0.21%	59
2024 Q3	$390K	Sell	6,250 -285	-4%	-$17.2K	0.31%	33
2024 Q2	$382K	Hold	6,535	–	–	0.23%	52
2024 Q1	$397K	Buy	+6,535	New	+$370K	0.24%	51

Other funds holding IJH

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.46B AUM 19.75% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return