DAS
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Dynamic Advisor Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Dynamic Advisor Solutions’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 		$14.4M Sell
187,027
-643
-0.3% -$47.2K 0.41% 57
2026
Q1 		$12.7M Buy
187,670
+2,743
+1% +$190K 0.4% 59
2025
Q4 		$12.2M Sell
184,927
-9,075
-5% -$594K 0.39% 58
2025
Q3 		$12.7M Sell
194,002
-122,692
-39% -$7.88M 0.37% 62
2025
Q2 		$19.6M Buy
316,694
+7,861
+3% +$461K 0.61% 37
2025
Q1 		$18M Buy
308,833
+13,326
+5% +$828K 0.59% 40
2024
Q4 		$18.4M Sell
295,507
-178,243
-38% -$11.4M 0.8% 27
2024
Q3 		$29.5M Sell
473,750
-1,882
-0.4% -$113K 0.89% 15
2024
Q2 		$27.8M Buy
475,632
+78,558
+20% +$4.62M 0.88% 17
2024
Q1 		$24.1M Buy
397,074
+6,904
+2% +$391K 0.81% 17
2023
Q4 		$21.1M Buy
390,170
+150,435
+63% +$7.63M 0.79% 16
2023
Q3 		$12M Buy
239,735
+100,900
+73% +$5.29M 0.56% 33
2023
Q2 		$7.26M Sell
138,835
-460
-0.3% -$22.9K 0.38% 56
2023
Q1 		$6.97M Buy
139,295
+4,560
+3% +$232K 0.41% 55
2022
Q4 		$6.52M Buy
134,735
+10,010
+8% +$484K 0.45% 50
2022
Q3 		$5.47M Buy
124,725
+5,205
+4% +$252K 0.42% 54
2022
Q2 		$5.41M Sell
119,520
-7,580
-6% -$374K 0.42% 55
2022
Q1 		$6.82M Buy
127,100
+8,460
+7% +$450K 0.47% 39
2021
Q4 		$6.72M Sell
118,640
-8,305
-7% -$462K 0.48% 41
2021
Q3 		$6.68M Buy
126,945
+4,825
+4% +$260K 0.5% 38
2021
Q2 		$6.56M Buy
122,120
+1,950
+2% +$105K 0.52% 37
2021
Q1 		$6.26M Sell
120,170
-920
-0.8% -$45.9K 0.58% 32
2020
Q4 		$5.57M Buy
121,090
+6,090
+5% +$257K 0.52% 41
2020
Q3 		$4.26M Buy
115,000
+8,125
+8% +$304K 0.48% 44
2020
Q2 		$3.8M Sell
106,875
-26,740
-20% -$888K 0.51% 43
2020
Q1 		$3.84M Sell
133,615
-1,565
-1% -$58.2K 0.7% 20
2019
Q4 		$5.57M Buy
135,180
+18,995
+16% +$753K 0.76% 25
2019
Q3 		$4.49M Buy
116,185
+1,410
+1% +$54.2K 0.7% 28
2019
Q2 		$4.46M Sell
114,775
-790
-0.7% -$30.3K 0.72% 27
2019
Q1 		$4.38M Buy
115,565
+5,045
+5% +$186K 0.83% 24
2018
Q4 		$4.01M Sell
110,520
-625
-0.6% -$22.8K 0.85% 22
2018
Q3 		$4.47M Sell
111,145
-16,675
-13% -$670K 0.93% 19
2018
Q2 		$4.98M Buy
127,820
+8,420
+7% +$325K 1.13% 10
2018
Q1 		$4.48M Buy
119,400
+101,015
+549% +$3.86M 1.15% 13
2017
Q4 		$698K Buy
18,385
+375
+2% +$13.9K 0.23% 128
2017
Q3 		$644K Buy
18,010
+695
+4% +$24.2K 0.25% 120
2017
Q2 		$602K Sell
17,315
-150
-0.9% -$5.18K 0.23% 116
2017
Q1 		$598K Buy
17,465
+210
+1% +$7.15K 0.23% 118
2016
Q4 		$571K Buy
17,255
+3,625
+27% +$115K 0.23% 123
2016
Q3 		$422K Buy
13,630
+2,285
+20% +$70.6K 0.16% 157
2016
Q2 		$339K Buy
11,345
+415
+4% +$12.2K 0.14% 156
2016
Q1 		$315K Sell
10,930
-4,465
-29% -$119K 0.13% 163
2015
Q4 		$429K Buy
15,395
+5,080
+49% +$145K 0.18% 141
2015
Q3 		$282K Buy
+10,315
New +$300K 0.14% 143

Other funds holding IJH

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Dynamic Advisor Solutions's IJH Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.34% in Q2 2026, selling an estimated $47.2K and leaving 187,027 shares worth $14.4M. The position accounts for 0.41% of the portfolio, ranked #57.

Dynamic Advisor Solutions first reported a position in IJH in Q3 2015 and has held it in 44 quarters since. The position peaked at $29.5M in Q3 2024. 557 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Dynamic Advisor Solutions held 187,027 shares of iShares Core S&P Mid-Cap ETF worth $14.4M as of Q2 2026.
  • Dynamic Advisor Solutions sold 643 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $47.2K.
  • iShares Core S&P Mid-Cap ETF made up 0.41% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #57 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2015 and has held it in 44 quarters since.
  • Dynamic Advisor Solutions's iShares Core S&P Mid-Cap ETF position peaked at $29.5M in Q3 2024.
  • 557 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.