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 Q3	$381K	Hold	5,300	–	–	0.02%	172
2026 Q2	$409K	Buy	5,300 +560	+12%	+$41.1K	0.02%	160
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Grandfield & Dodd's IJH Position: Q3 2026 in Review

Grandfield & Dodd held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q3 2026 at 5,300 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #172.

Grandfield & Dodd first reported a position in IJH in Q4 2017 and has held it in 8 quarters since. The position peaked at $409K in Q2 2026. 2,244 funds tracked by Wall St. Rank hold IJH as of Q3 2026.

Grandfield & Dodd held 5,300 shares of iShares Core S&P Mid-Cap ETF worth $381K as of Q3 2026.
Grandfield & Dodd left its iShares Core S&P Mid-Cap ETF share count unchanged in Q3 2026.
iShares Core S&P Mid-Cap ETF made up 0.02% of Grandfield & Dodd's portfolio in Q3 2026, its #172 holding.
Grandfield & Dodd first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and has held it in 8 quarters since.
Grandfield & Dodd's iShares Core S&P Mid-Cap ETF position peaked at $409K in Q2 2026.
2,244 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2026.

Based on Grandfield & Dodd's 13F filing for Q3 2026, filed 29 Oct 2026.