DSC
IJH icon

Duncker Streett & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Duncker Streett & Co’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 		$1.63M Hold
24,098
– – 0.31% 76
2025
Q4 		$1.59M Sell
24,098
-219
-0.9% -$14.3K 0.28% 79
2025
Q3 		$1.59M Sell
24,317
-170
-0.7% -$10.9K 0.28% 81
2025
Q2 		$1.52M Buy
24,487
+124
+0.5% +$7.28K 0.28% 85
2025
Q1 		$1.42M Hold
24,363
– – 0.28% 83
2024
Q4 		$1.52M Buy
24,363
+1
+0% +$64 0.28% 82
2024
Q3 		$1.52M Sell
24,362
-1,159
-5% -$69.9K 0.28% 85
2024
Q2 		$1.49M Sell
25,521
-263
-1% -$15.5K 0.29% 87
2024
Q1 		$1.57M Sell
25,784
-276
-1% -$15.6K 0.31% 84
2023
Q4 		$1.44M Buy
26,060
+5
+0% +$254 0.3% 85
2023
Q3 		$1.3M Hold
26,055
– – 0.3% 88
2023
Q2 		$1.36M Buy
26,055
+5
+0% +$248 0.3% 90
2023
Q1 		$1.3M Sell
26,050
-840
-3% -$42.8K 0.31% 88
2022
Q4 		$1.3M Buy
26,890
+5
+0% +$242 0.31% 87
2022
Q3 		$1.18M Sell
26,885
-2,565
-9% -$124K 0.31% 91
2022
Q2 		$1.33M Buy
29,450
+5
+0% +$247 0.32% 90
2022
Q1 		$1.58M Sell
29,445
-370
-1% -$19.7K 0.31% 92
2021
Q4 		$1.69M Buy
29,815
+35
+0.1% +$1.95K 0.29% 96
2021
Q3 		$1.57M Hold
29,780
– – 0.3% 101
2021
Q2 		$1.6M Buy
29,780
+30
+0.1% +$1.62K 0.3% 102
2021
Q1 		$1.55M Hold
29,750
– – 0.3% 103
2020
Q4 		$1.37M Buy
29,750
+600
+2% +$25.3K 0.26% 108
2020
Q3 		$1.08M Buy
29,150
+870
+3% +$32.5K 0.24% 112
2020
Q2 		$1.01M Buy
28,280
+1,565
+6% +$52K 0.24% 113
2020
Q1 		$769K Sell
26,715
-750
-3% -$27.9K 0.21% 119
2019
Q4 		$1.13M Sell
27,465
-3,665
-12% -$145K 0.24% 115
2019
Q3 		$1.2M Buy
31,130
+440
+1% +$16.9K 0.28% 104
2019
Q2 		$1.19M Buy
30,690
+40
+0.1% +$1.53K 0.27% 101
2019
Q1 		$1.16M Buy
30,650
+30
+0.1% +$1.11K 0.27% 104
2018
Q4 		$1.02M Sell
30,620
-985
-3% -$35.9K 0.27% 104
2018
Q3 		$1.27M Sell
31,605
-455
-1% -$18.3K 0.29% 109
2018
Q2 		$1.25M Hold
32,060
– – 0.31% 100
2018
Q1 		$1.2M Sell
32,060
-140
-0.4% -$5.36K 0.3% 106
2017
Q4 		$1.22M Buy
32,200
+90
+0.3% +$3.33K 0.31% 101
2017
Q3 		$1.15M Sell
32,110
-6,725
-17% -$234K 0.35% 91
2017
Q2 		$1.35M Sell
38,835
-6,760
-15% -$233K 0.42% 71
2017
Q1 		$1.56M Buy
45,595
+3,545
+8% +$121K 0.49% 61
2016
Q4 		$1.39M Buy
42,050
+2,445
+6% +$77.5K 0.46% 65
2016
Q3 		$1.23M Buy
39,605
+7,200
+22% +$223K 0.42% 72
2016
Q2 		$968K Buy
32,405
+2,465
+8% +$72.3K 0.34% 82
2016
Q1 		$863K Buy
29,940
+5,310
+22% +$142K 0.32% 94
2015
Q4 		$686K Buy
24,630
+3,165
+15% +$90.4K 0.26% 110
2015
Q3 		$586K Buy
21,465
+15
+0.1% +$436 0.23% 121
2015
Q2 		$643K Buy
21,450
+10
+0% +$305 0.22% 127
2015
Q1 		$652K Buy
21,440
+20
+0.1% +$592 0.21% 132
2014
Q4 		$620K Buy
21,420
+460
+2% +$12.9K 0.2% 133
2014
Q3 		$573K Sell
20,960
-490
-2% -$13.8K 0.2% 142
2014
Q2 		$614K Sell
21,450
-855
-4% -$23.5K 0.2% 137
2014
Q1 		$613K Buy
22,305
+225
+1% +$6.05K 0.22% 132
2013
Q4 		$591K Buy
22,080
+7,875
+55% +$203K 0.21% 130
2013
Q3 		$353K Sell
14,205
-730
-5% -$17.8K 0.14% 169
2013
Q2 		$345K Buy
+14,935
New +$347K 0.13% 178

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

Duncker Streett & Co's IJH Position: Q1 2026 in Review

Duncker Streett & Co held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 24,098 shares worth $1.63M. The position accounts for 0.31% of the portfolio, ranked #76.

Duncker Streett & Co first reported a position in IJH in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.69M in Q4 2021. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Duncker Streett & Co held 24,098 shares of iShares Core S&P Mid-Cap ETF worth $1.63M as of Q1 2026.
  • Duncker Streett & Co left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Core S&P Mid-Cap ETF made up 0.31% of Duncker Streett & Co's portfolio in Q1 2026, its #76 holding.
  • Duncker Streett & Co first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Duncker Streett & Co's iShares Core S&P Mid-Cap ETF position peaked at $1.69M in Q4 2021.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.