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

Fourth Dimension Wealth’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	$2.74M	Buy	40,540 +4,451	+12%	+$309K	1.04%	28
2025 Q4	$2.38M	Buy	36,089 +897	+3%	+$58.8K	0.87%	32
2025 Q3	$2.3M	Buy	35,192 +1,652	+5%	+$106K	0.88%	33
2025 Q2	$2.08M	Buy	33,540 +5,689	+20%	+$334K	0.88%	33
2025 Q1	$1.63M	Buy	27,851 +20,223	+265%	+$1.26M	0.79%	33
2024 Q4	$475K	Buy	+7,628	New	+$489K	0.25%	68

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

Fourth Dimension Wealth's IJH Position: Q1 2026 in Review

Fourth Dimension Wealth increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 12% in Q1 2026, buying an estimated $309K and bringing the position to 40,540 shares worth $2.74M. The position accounts for 1.04% of the portfolio, ranked #28.

Fourth Dimension Wealth first reported a position in IJH in Q4 2024 and has held it in 6 quarters since. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Fourth Dimension Wealth held 40,540 shares of iShares Core S&P Mid-Cap ETF worth $2.74M as of Q1 2026.
Fourth Dimension Wealth bought 4,451 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $309K.
iShares Core S&P Mid-Cap ETF made up 1.04% of Fourth Dimension Wealth's portfolio in Q1 2026, its #28 holding.
Fourth Dimension Wealth first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.