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: Q2 2026 in Review
Dynasty Wealth Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.59% in Q2 2026, buying an estimated $634K and bringing the position to 1,479,137 shares worth $114M. The position accounts for 0.85% of the portfolio, ranked #32.
Dynasty Wealth Management first reported a position in IJH in Q3 2025 and has held it in 4 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.
- Dynasty Wealth Management held 1,479,137 shares of iShares Core S&P Mid-Cap ETF worth $114M as of Q2 2026.
- Dynasty Wealth Management bought 8,643 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $634K.
- iShares Core S&P Mid-Cap ETF made up 0.85% of Dynasty Wealth Management's portfolio in Q2 2026, its #32 holding.
- Dynasty Wealth Management first reported a position in iShares Core S&P Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
- 2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.
Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.