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 Q2	$261K	Hold	3,382	–	–	0.02%	105
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 $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

Foster Dykema Cabot & Partners's IJH Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 3,382 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #105.

Foster Dykema Cabot & Partners first reported a position in IJH in Q1 2024 and has held it in 10 quarters since. The position peaked at $330K in Q3 2024. 2,738 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Foster Dykema Cabot & Partners held 3,382 shares of iShares Core S&P Mid-Cap ETF worth $261K as of Q2 2026.
Foster Dykema Cabot & Partners left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #105 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 10 quarters since.
Foster Dykema Cabot & Partners's iShares Core S&P Mid-Cap ETF position peaked at $330K in Q3 2024.
2,738 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.