Foster Dykema Cabot & Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Foster Dykema Cabot & Partners’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	$228K	Sell	3,382 -75	-2%	-$5.2K	0.01%	110
2025 Q4	$228K	Sell	3,457 -378	-10%	-$24.8K	0.01%	114
2025 Q3	$250K	Buy	3,835 +75	+2%	+$4.82K	0.02%	121
2025 Q2	$233K	Hold	3,760	–	–	0.02%	117
2025 Q1	$219K	Hold	3,760	–	–	0.02%	113
2024 Q4	$234K	Sell	3,760 -1,540	-29%	-$98.8K	0.02%	117
2024 Q3	$330K	Buy	5,300 +3,375	+175%	+$204K	0.03%	98
2024 Q2	$113K	Hold	1,925	–	–	0.01%	139
2024 Q1	$117K	Buy	+1,925	New	+$109K	0.01%	135

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

Foster Dykema Cabot & Partners's IJH Position: Q1 2026 in Review

Foster Dykema Cabot & Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2.2% in Q1 2026, selling an estimated $5.2K and leaving 3,382 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #110.

Foster Dykema Cabot & Partners first reported a position in IJH in Q1 2024 and has held it in 9 quarters since. The position peaked at $330K in Q3 2024. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Foster Dykema Cabot & Partners held 3,382 shares of iShares Core S&P Mid-Cap ETF worth $228K as of Q1 2026.
Foster Dykema Cabot & Partners sold 75 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $5.2K.
iShares Core S&P Mid-Cap ETF made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #110 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Foster Dykema Cabot & Partners's iShares Core S&P Mid-Cap ETF position peaked at $330K in Q3 2024.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.