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Dumont & Blake Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dumont & Blake Investment 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 		$320K Sell
4,742
-24
-0.5% -$1.67K 0.08% 160
2025
Q4 		$315K Buy
4,766
+1
+0% +$66 0.08% 161
2025
Q3 		$311K Buy
4,765
+1
+0% +$64 0.08% 162
2025
Q2 		$295K Hold
4,764
– – 0.08% 162
2025
Q1 		$278K Buy
4,764
+1
+0% +$62 0.08% 164
2024
Q4 		$297K Buy
4,763
+1
+0% +$64 0.08% 166
2024
Q3 		$297K Sell
4,762
-4,810
-50% -$290K 0.08% 169
2024
Q2 		$560K Buy
9,572
+4,787
+100% +$281K 0.08% 166
2024
Q1 		$291K Hold
4,785
– – 0.08% 167
2023
Q4 		$265K Hold
4,785
– – 0.08% 166
2023
Q3 		$239K Sell
4,785
-150
-3% -$7.86K 0.08% 164
2023
Q2 		$258K Buy
4,935
+5
+0.1% +$248 0.08% 164
2023
Q1 		$247K Hold
4,930
– – 0.08% 169
2022
Q4 		$239K Hold
4,930
– – 0.08% 171
2022
Q3 		$216K Hold
4,930
– – 0.08% 167
2022
Q2 		$223K Hold
4,930
– – 0.07% 181
2022
Q1 		$264K Buy
4,930
+5
+0.1% +$266 0.07% 191
2021
Q4 		$279K Hold
4,925
– – 0.07% 172
2021
Q3 		$259K Sell
4,925
-245
-5% -$13.2K 0.07% 174
2021
Q2 		$278K Hold
5,170
– – 0.08% 170
2021
Q1 		$269K Hold
5,170
– – 0.08% 170
2020
Q4 		$238K Buy
+5,170
New +$218K 0.08% 173

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dumont & Blake Investment Advisors's IJH Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.5% in Q1 2026, selling an estimated $1.67K and leaving 4,742 shares worth $320K. The position accounts for 0.08% of the portfolio, ranked #160.

Dumont & Blake Investment Advisors first reported a position in IJH in Q4 2020 and has held it in 22 quarters since. The position peaked at $560K in Q2 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Dumont & Blake Investment Advisors held 4,742 shares of iShares Core S&P Mid-Cap ETF worth $320K as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 24 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.67K.
  • iShares Core S&P Mid-Cap ETF made up 0.08% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #160 holding.
  • Dumont & Blake Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Dumont & Blake Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $560K in Q2 2024.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.