Dynasty Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
Other funds holding IJH
Dynasty Wealth Management's IJH Position: Q1 2026 in Review
Dynasty Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 401% in Q1 2026, buying an estimated $81.7M and bringing the position to 1,470,494 shares worth $99.3M. The position accounts for 0.87% of the portfolio, ranked #30.
Dynasty Wealth Management first reported a position in IJH in Q3 2025 and has held it in 3 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.
- Dynasty Wealth Management held 1,470,494 shares of iShares Core S&P Mid-Cap ETF worth $99.3M as of Q1 2026.
- Dynasty Wealth Management bought 1,177,199 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $81.7M.
- iShares Core S&P Mid-Cap ETF made up 0.87% of Dynasty Wealth Management's portfolio in Q1 2026, its #30 holding.
- Dynasty Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
- 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.
Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.