Grandfield & Dodd’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Grandfield & Dodd’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	$320K	Buy	4,740 +60	+1%	+$4.16K	0.02%	174
2025 Q4	$309K	Buy	+4,680	New	+$307K	0.02%	177
2018 Q4	–	Sell	-8,060	Closed	-$324K	–	173
2018 Q3	$324K	Hold	8,060	–	–	0.03%	150
2018 Q2	$314K	Buy	8,060 +720	+10%	+$27.8K	0.03%	151
2018 Q1	$275K	Hold	7,340	–	–	0.03%	155
2017 Q4	$279K	Buy	+7,340	New	+$271K	0.03%	162

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

Grandfield & Dodd's IJH Position: Q1 2026 in Review

Grandfield & Dodd increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.3% in Q1 2026, buying an estimated $4.16K and bringing the position to 4,740 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #174.

Grandfield & Dodd first reported a position in IJH in Q4 2017 and has held it in 6 quarters since. The position peaked at $324K in Q3 2018. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Grandfield & Dodd held 4,740 shares of iShares Core S&P Mid-Cap ETF worth $320K as of Q1 2026.
Grandfield & Dodd bought 60 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $4.16K.
iShares Core S&P Mid-Cap ETF made up 0.02% of Grandfield & Dodd's portfolio in Q1 2026, its #174 holding.
Grandfield & Dodd first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 6 quarters since.
Grandfield & Dodd's iShares Core S&P Mid-Cap ETF position peaked at $324K in Q3 2018.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.