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

Dynamic Wealth Strategies’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	$64.2K	Hold	950	–	–	0.04%	136
2025 Q4	$62.7K	Hold	950	–	–	0.04%	132
2025 Q3	$62K	Hold	950	–	–	0.04%	125
2025 Q2	$58.9K	Hold	950	–	–	0.04%	119
2025 Q1	$55.4K	Buy	+950	New	+$59K	0.05%	122
2024 Q4	–	Sell	-950	Closed	-$59K	–	138
2024 Q3	$59K	Hold	950	–	–	0.05%	121
2024 Q2	$56K	Hold	950	–	–	0.05%	118
2024 Q1	$58K	Hold	950	–	–	0.05%	119
2023 Q4	$52.7K	Buy	+950	New	+$48.2K	0.05%	117

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dynamic Wealth Strategies's IJH Position: Q1 2026 in Review

Dynamic Wealth Strategies held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 950 shares worth $64.2K. The position accounts for 0.04% of the portfolio, ranked #136.

Dynamic Wealth Strategies first reported a position in IJH in Q4 2023 and has held it in 9 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Dynamic Wealth Strategies held 950 shares of iShares Core S&P Mid-Cap ETF worth $64.2K as of Q1 2026.
Dynamic Wealth Strategies left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up 0.04% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #136 holding.
Dynamic Wealth Strategies first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.