Dunhill Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dunhill Financial’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	$297K	Buy	3,850 +70	+2%	+$5.14K	0.06%	117
2026 Q1	$255K	Buy	3,780 +32	+0.9%	+$2.22K	0.06%	128
2025 Q4	$247K	Buy	3,748 +1,604	+75%	+$105K	0.06%	115
2025 Q3	$140K	Buy	2,144 +601	+39%	+$38.6K	0.04%	154
2025 Q2	$95.7K	Sell	1,543 -201	-12%	-$11.8K	0.03%	170
2025 Q1	$102K	Buy	1,744 +415	+31%	+$25.8K	0.05%	136
2024 Q4	$82.8K	Buy	1,329 +1,284	+2,853%	+$82.4K	0.04%	143
2024 Q3	$2.8K	Buy	+45	New	+$2.71K	﹤0.01%	661

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 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dunhill Financial's IJH Position: Q2 2026 in Review

Dunhill Financial increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.9% in Q2 2026, buying an estimated $5.14K and bringing the position to 3,850 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #117.

Dunhill Financial first reported a position in IJH in Q3 2024 and has held it in 8 quarters since. 2,749 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Dunhill Financial held 3,850 shares of iShares Core S&P Mid-Cap ETF worth $297K as of Q2 2026.
Dunhill Financial bought 70 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $5.14K.
iShares Core S&P Mid-Cap ETF made up 0.06% of Dunhill Financial's portfolio in Q2 2026, its #117 holding.
Dunhill Financial first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
2,749 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.