JDM Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

JDM Financial Group’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	$140K	Hold	1,815	–	–	0.05%	72
2026 Q1	$123K	Buy	1,815 +120	+7%	+$8.32K	0.05%	73
2025 Q4	$112K	Hold	1,695	–	–	0.04%	77
2025 Q3	$111K	Hold	1,695	–	–	0.05%	71
2025 Q2	$105K	Hold	1,695	–	–	0.05%	66
2025 Q1	$98.9K	Hold	1,695	–	–	0.05%	63
2024 Q4	$106K	Hold	1,695	–	–	0.05%	59
2024 Q3	$106K	Hold	1,695	–	–	0.06%	59
2024 Q2	$99.2K	Buy	1,695 +645	+61%	+$37.9K	0.07%	57
2024 Q1	$63.8K	Hold	1,050	–	–	0.05%	64
2023 Q4	$58.2K	Hold	1,050	–	–	0.05%	61
2023 Q3	$52.4K	Hold	1,050	–	–	0.05%	61
2023 Q2	$54.9K	Hold	1,050	–	–	0.05%	62
2023 Q1	$52.5K	Buy	+1,050	New	+$53.5K	0.05%	65

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

JDM Financial Group's IJH Position: Q2 2026 in Review

JDM Financial Group held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 1,815 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #72.

JDM Financial Group first reported a position in IJH in Q1 2023 and has held it in 14 quarters since. 2,737 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

JDM Financial Group held 1,815 shares of iShares Core S&P Mid-Cap ETF worth $140K as of Q2 2026.
JDM Financial Group left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of JDM Financial Group's portfolio in Q2 2026, its #72 holding.
JDM Financial Group first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.