Dorsey & Whitney Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dorsey & Whitney Trust’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 Q1	$7.37M	Buy	109,080 +7,521	+7%	+$522K	0.41%	51
2025 Q4	$6.7M	Sell	101,559 -3,497	-3%	-$229K	0.35%	64
2025 Q3	$6.86M	Sell	105,056 -2,326	-2%	-$149K	0.36%	64
2025 Q2	$6.66M	Sell	107,382 -27,714	-21%	-$1.63M	0.35%	60
2025 Q1	$7.88M	Sell	135,096 -16,303	-11%	-$1.01M	0.46%	49
2024 Q4	$9.43M	Buy	151,399 +4,152	+3%	+$266K	0.52%	38
2024 Q3	$9.18M	Sell	147,247 -2,092	-1%	-$126K	0.49%	39
2024 Q2	$8.74M	Buy	149,339 +370	+0.2%	+$21.7K	0.6%	34
2024 Q1	$9.05M	Buy	148,969 +4,344	+3%	+$246K	0.62%	35
2023 Q4	$8.02M	Sell	144,625 -32,645	-18%	-$1.66M	0.61%	36
2023 Q3	$8.84M	Buy	177,270 +26,730	+18%	+$1.4M	0.77%	34
2023 Q2	$7.87M	Sell	150,540 -5,820	-4%	-$289K	0.65%	38
2023 Q1	$7.82M	Buy	156,360 +6,025	+4%	+$307K	0.71%	37
2022 Q4	$7.27M	Buy	150,335 +43,165	+40%	+$2.09M	0.71%	38
2022 Q3	$4.7M	Buy	107,170 +1,095	+1%	+$52.9K	0.49%	51
2022 Q2	$4.8M	Buy	106,075 +11,040	+12%	+$545K	0.49%	52
2022 Q1	$5.1M	Buy	95,035 +970	+1%	+$51.6K	0.45%	54
2021 Q4	$5.33M	Buy	94,065 +2,700	+3%	+$150K	0.45%	56
2021 Q3	$4.81M	Buy	91,365 +5,555	+6%	+$299K	0.45%	58
2021 Q2	$4.61M	Buy	85,810 +60,520	+239%	+$3.27M	0.44%	59
2021 Q1	$1.32M	Hold	25,290	–	–	0.13%	155
2020 Q4	$1.16M	Hold	25,290	–	–	0.14%	147
2020 Q3	$937K	Hold	25,290	–	–	0.12%	158
2020 Q2	$900K	Sell	25,290 -19,220	-43%	-$638K	0.13%	157
2020 Q1	$1.28M	Sell	44,510 -150	-0.3%	-$5.58K	0.22%	111
2019 Q4	$1.84M	Hold	44,660	–	–	0.25%	102
2019 Q3	$1.73M	Buy	44,660 +4,725	+12%	+$182K	0.25%	96
2019 Q2	$1.55M	Buy	39,935 +17,645	+79%	+$676K	0.24%	97
2019 Q1	$845K	Sell	22,290 -550	-2%	-$20.3K	0.13%	142
2018 Q4	$758K	Buy	22,840 +550	+2%	+$20.1K	0.13%	143
2018 Q3	$898K	Hold	22,290	–	–	0.14%	128
2018 Q2	$868K	Hold	22,290	–	–	0.15%	129
2018 Q1	$835K	Buy	+22,290	New	+$853K	0.15%	120
2016 Q2	–	Sell	-7,230	Closed	-$208K	–	294
2016 Q1	$208K	Sell	7,230 -1,800	-20%	-$48.1K	0.05%	224
2015 Q4	$252K	Sell	9,030 -8,820	-49%	-$252K	0.07%	196
2015 Q3	$488K	Hold	17,850	–	–	0.14%	128
2015 Q2	$535K	Hold	17,850	–	–	0.14%	130
2015 Q1	$543K	Hold	17,850	–	–	0.14%	130
2014 Q4	$517K	Buy	17,850 +8,350	+88%	+$235K	0.13%	133
2014 Q3	$260K	Hold	9,500	–	–	0.07%	198
2014 Q2	$272K	Hold	9,500	–	–	0.06%	192
2014 Q1	$261K	Hold	9,500	–	–	0.06%	190
2013 Q4	$254K	Hold	9,500	–	–	0.07%	209
2013 Q3	$236K	Buy	+9,500	New	+$232K	0.07%	216

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dorsey & Whitney Trust's IJH Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 7.4% in Q1 2026, buying an estimated $522K and bringing the position to 109,080 shares worth $7.37M. The position accounts for 0.41% of the portfolio, ranked #51.

Dorsey & Whitney Trust first reported a position in IJH in Q3 2013 and has held it in 44 quarters since. The position peaked at $9.43M in Q4 2024. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Dorsey & Whitney Trust held 109,080 shares of iShares Core S&P Mid-Cap ETF worth $7.37M as of Q1 2026.
Dorsey & Whitney Trust bought 7,521 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $522K.
iShares Core S&P Mid-Cap ETF made up 0.41% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #51 holding.
Dorsey & Whitney Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2013 and has held it in 44 quarters since.
Dorsey & Whitney Trust's iShares Core S&P Mid-Cap ETF position peaked at $9.43M in Q4 2024.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.