Douglass Winthrop Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Douglass Winthrop Advisors’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	$292K	Hold	4,320	–	–	0.01%	264
2025 Q4	$285K	Hold	4,320	–	–	0.01%	275
2025 Q3	$282K	Buy	+4,320	New	+$278K	﹤0.01%	270
2025 Q1	–	Sell	-4,295	Closed	-$268K	–	289
2024 Q4	$268K	Sell	4,295 -1,265	-23%	-$81.1K	0.01%	259
2024 Q3	$346K	Buy	5,560 +1,350	+32%	+$81.4K	0.01%	229
2024 Q2	$246K	Sell	4,210 -1,060	-20%	-$62.3K	0.01%	256
2024 Q1	$320K	Hold	5,270	–	–	0.01%	227
2023 Q4	$292K	Hold	5,270	–	–	0.01%	218
2023 Q3	$263K	Hold	5,270	–	–	0.01%	209
2023 Q2	$276K	Hold	5,270	–	–	0.01%	212
2023 Q1	$264K	Buy	+5,270	New	+$268K	0.01%	215
2018 Q4	–	Sell	-5,850	Closed	-$236K	–	253
2018 Q3	$236K	Buy	+5,850	New	+$235K	0.01%	233

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

Douglass Winthrop Advisors's IJH Position: Q1 2026 in Review

Douglass Winthrop Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 4,320 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #264.

Douglass Winthrop Advisors first reported a position in IJH in Q3 2018 and has held it in 12 quarters since. The position peaked at $346K in Q3 2024. 2,645 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Douglass Winthrop Advisors held 4,320 shares of iShares Core S&P Mid-Cap ETF worth $292K as of Q1 2026.
Douglass Winthrop Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.01% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #264 holding.
Douglass Winthrop Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2018 and has held it in 12 quarters since.
Douglass Winthrop Advisors's iShares Core S&P Mid-Cap ETF position peaked at $346K in Q3 2024.
2,645 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.