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

Dynamic Financial Group’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	$561K	Sell	7,271 -690	-9%	-$50.6K	0.42%	32
2026 Q1	$538K	Buy	7,961 +1,044	+15%	+$72.4K	0.44%	33
2025 Q4	$457K	Hold	6,917	–	–	0.39%	37
2025 Q3	$451K	Hold	6,917	–	–	0.39%	37
2025 Q2	$429K	Hold	6,917	–	–	0.41%	34
2025 Q1	$404K	Buy	6,917 +327	+5%	+$20.3K	0.4%	30
2024 Q4	$411K	Buy	+6,590	New	+$423K	0.42%	29

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 22.96% 1-Year Est. Return

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

Dynamic Financial Group's IJH Position: Q2 2026 in Review

Dynamic Financial Group reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.7% in Q2 2026, selling an estimated $50.6K and leaving 7,271 shares worth $561K. The position accounts for 0.42% of the portfolio, ranked #32.

Dynamic Financial Group first reported a position in IJH in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Dynamic Financial Group held 7,271 shares of iShares Core S&P Mid-Cap ETF worth $561K as of Q2 2026.
Dynamic Financial Group sold 690 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $50.6K.
iShares Core S&P Mid-Cap ETF made up 0.42% of Dynamic Financial Group's portfolio in Q2 2026, its #32 holding.
Dynamic Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.