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

Dougherty Wealth Advisers’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	$34.7K	Sell	450 -50	-10%	-$3.67K	0.02%	86
2026 Q1	$33.8K	Sell	500 -560	-53%	-$38.8K	0.02%	85
2025 Q4	$70K	Buy	1,060 +560	+112%	+$36.7K	0.04%	73
2025 Q3	$32.6K	Hold	500	–	–	0.02%	96
2025 Q2	$31K	Hold	500	–	–	0.02%	96
2025 Q1	$29.2K	Hold	500	–	–	0.02%	96
2024 Q4	$31.2K	Hold	500	–	–	0.02%	94
2024 Q3	$31.2K	Sell	500 -88	-15%	-$5.31K	0.02%	90
2024 Q2	$34.4K	Sell	588 -142	-19%	-$8.34K	0.03%	88
2024 Q1	$44.3K	Hold	730	–	–	0.04%	82
2023 Q4	$40.5K	Hold	730	–	–	0.04%	93
2023 Q3	$36.4K	Hold	730	–	–	0.04%	90
2023 Q2	$38.2K	Hold	730	–	–	0.05%	92
2023 Q1	$36.5K	Hold	730	–	–	0.06%	93
2022 Q4	$35.3K	Hold	730	–	–	0.06%	96
2022 Q3	$32K	Buy	+730	New	+$35.3K	0.06%	94

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

Dougherty Wealth Advisers's IJH Position: Q2 2026 in Review

Dougherty Wealth Advisers reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 10% in Q2 2026, selling an estimated $3.67K and leaving 450 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #86.

Dougherty Wealth Advisers first reported a position in IJH in Q3 2022 and has held it in 16 quarters since. The position peaked at $70K in Q4 2025. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Dougherty Wealth Advisers held 450 shares of iShares Core S&P Mid-Cap ETF worth $34.7K as of Q2 2026.
Dougherty Wealth Advisers sold 50 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $3.67K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #86 holding.
Dougherty Wealth Advisers first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Dougherty Wealth Advisers's iShares Core S&P Mid-Cap ETF position peaked at $70K in Q4 2025.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.